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Sharing the report

A private, read-only link with the campaign results. Your client opens it and sees the report: no account, no password, no 40 MB presentation attached to an email.

You do it from the campaign’s Reporting tab, in the Share menu → Shareable link → Create a new link.

  1. 1

    Personalise it

    Give it a Title and upload a Logo —both optional. They both appear in the header of what the recipient sees, so this is where you put the client’s branding if you want the report to feel like theirs.
  2. 2

    Decide whether it updates or freezes

    The Snapshot switch is the important choice. We explain it right below.
  3. 3

    Choose what is visible

    Tick the KPIs and the Sections you want to show. Whatever you leave unticked does not travel.
  4. 4

    Set an expiry if you need one

    An Expiration date, or No expiration if you would rather it stayed alive.
  5. 5

    Copy and send

    Once created you will see Link created and a Copy link button. It is stored under Previously created links, so it does not matter if you lose it.

Live or snapshot

This is the difference worth understanding before you hit create, because it decides what your client will see in two weeks’ time.

Link typeHow it behavesWhen to use it
LiveAlways shows the campaign’s current data. If tracking detects new posts or views go up, the client sees it when they reload. You get it by switching off Snapshot.Campaigns in flight, when you want the client to follow results without asking you for a report every Monday.
SnapshotFreezes the data at the moment you create the link. The client will always see the report exactly as it was, even if you carry on working the campaign.Campaign wrap-ups, contractual deliveries and any figure that is going to be quoted in an invoice or a meeting.

What can and cannot be shown

Selectable KPIs

Under KPIs you choose which of these cards appear: EMV, Budget, Spent, Talents, Posts, Reach, Impressions, Views, Engagement and CPM. What each one means is in Metrics and calculations.

Note that Budget and Spent are campaign-wide financial figures: only show them if your relationship with that client allows for it.

Selectable sections

Under Sections you decide which blocks are included. Available today are Overview —KPI cards, evolution charts, breakdown by platform and top creators— and Performance, the per-talent table.

In progressThe Audience, Conversion and Content sections appear as Soon: they cannot be included in a shared link yet.

What never reaches the client

There are two pieces of data that never travel to the link, no matter what you tick:

  • The rates agreed with each creator. What you pay each talent is your agency’s information and it does not appear in the performance table of the shared report.
  • ROI per talent. Since it is worked out by comparing EMV against the rate, it would let anyone deduce that rate: it is left out too.

On top of that, the talent list in the report is not clickable: from the link nobody can navigate into your account or see profiles, lists or other campaigns.

The Previously created links panel lists every link you have generated for that campaign. For each one you see:

What you seeWhat it is for
A Live or Snapshot labelKnowing at a glance whether that particular link follows current data or has it frozen.
ViewsThe counter of how many times it has been opened. Useful for checking whether the client actually looked at it before the meeting.
ExpiryExpires on {date} or No expiration, depending on what you chose when you created it.
Copy linkGetting the address back to send it again, without generating a new link.
RevokeSwitching it off. It stops working immediately for whoever holds it, even if it had not expired yet.

An expired link shows whoever opens it a notice saying it is no longer active and that they should ask their agency for a new one; a revoked one says the link does not exist or has been revoked. In neither case is any campaign data visible.

What your client sees

A read-only page, with no sign-in: a header with the logo and title you chose, the campaign name and the date range, plus the KPI cards and the sections you ticked. If the link is live, it says so with Up-to-date data.

They cannot edit anything, or comment, or get into your account. Only look. Their only trace is adding one visit to your counter.