Reading and sharing report data

A report can be Pending (not yet generated), Generated, Sent, or Failed. Pending reports show a simple waiting message until their scheduled generation runs; Generated and Sent reports show full data; Failed reports display the specific error so you know what went wrong.

Generated, Sent, or Failed reports can all be resent from their detail page useful for a client who missed the original email, or after fixing whatever caused a failure.

Each report detail page has a client-sharing panel that generates a shareable link tied to that specific report. This gives a client visibility into one week's results without granting them login access to your organization's dashboard.