Share a Client Report

After you've created a Client Report, you can share it with your client by emailing it directly from the Hub or by using a direct link to the report.

1. Log in to The Hub.
2. From the left-hand menu, select Clients then select Clients List.
3. Select the client that you want to receive the report.
4. Scroll down to the Client report section.
5. Select View Reports.
6. Locate the report you want to share. The most recently created report will appear at the top of the list.
7. To the right of the report name, select , then select how you want to share the report:
   • Email report: Email the report direclty to your client from the Hub. Complete the form and select Send email to send the report.
   • Copy URL: Copy the report's unique URL, so you can use your preferred communication method to share the report.

More info

• Create a new template for your Client Reports.