The live link and report library

Besides frozen shared reports, every client has a live report link. It always shows the latest Google data, and the client can choose any dates themselves. Your team also gets a report library: one branded page that lists every report you've shared with a client.

Live link or shared report?

• Shared reports are snapshots. The numbers, notes and summary never change, and each one has its own link. Use them for monthly reports. See Share a report.
• The live link is one address per client that never goes out of date. It pulls fresh data each time it's opened, so the numbers move as new data arrives.

Both show only your agency's branding, need no login and follow the client's settings: hidden sections, section order, theme and the positive-only option all apply. Only chart notes marked for the client appear.

Copy the live link

1. Open the client's report. Click Shared in the report toolbar to open the Shared reports page.
2. Find the Live report link card. It sits below the list of shared reports.
3. Click Copy. The address is copied, ready to paste into an email or your client's bookmarks.

What the client can do on the live link

The live report opens on Last 28 days compared with the Previous period. The client can change the same controls you have: Period, From and To, Compare to and Detail. The report reloads for the dates they pick.

Clients can also click Download PDF to save the dates they're looking at. They can't edit anything or switch sections, and they never see connection error messages: a section that couldn't load is simply left out.

A few differences from a shared report:

• The executive summary is always the automatic one. Text you edited on your own report page is only kept in shared reports.
• Your notes and work completed appear when the client views the same dates you wrote them for.
• Opens of the live link are not counted. View counts are only kept for shared reports.

Reset the live link

If the live link was sent to the wrong person, or you stop working with a client, you can replace it.

1. Go to the client's Shared reports page. Click Shared in the report toolbar.
2. Click Reset live link. It's at the bottom of the page, next to "Need to revoke the live report link?"
3. Confirm. The old address stops working at once, and the Live report link card shows the new one.

The report library

The report library shows every report you've shared with a client on one page, with the client's name and website on a branded cover and "Prepared by" your agency. Each report is listed with its period and the day it was shared, plus a View report button.

To open it, click Open library on the client's Shared reports page. When you're signed in, shared reports and the live link also show an All reports button that leads there. At the bottom, Open the live report jumps to the live link.

Want a copy to attach to an email? See Download a PDF. To choose which sections clients see on every link, read Show, hide and reorder sections.