Share reports with clients

How to create a report and edit its text is explained in Monthly report.

1. Draft and published

Every new report starts as a draft.

• Draft: only your agency sees it. The status reads Draft: only you can see this.
• Shared: the client sees it. The status reads Shared with the client on and the date.

The report is written in the dashboard language of the person who creates it.

2. Publish a report

1. Open the report from the list on the Actions tab of the business.
2. Check the text. Click Edit text to make changes and Save.
3. Click Publish to client.
4. Confirm. The report appears in the client's dashboard.

A message tells you how many client users received an email. If the client has no client user yet, the report is published without an email. See Invite client users.

3. Share an updated version

After publishing, you can still edit the text.

• Click Edit text, make your changes and click Save.
• Click Share updated version.
• Confirm. Client users receive another email.

4. The email to client users

• Every client user of that client receives the email.
• The email contains the report title and a View your report button that leads to the dashboard. The client logs in to read it.
• The email is sent in the language of the recipient.
• With your agency branding set, the email shows your name, logo and color instead of Metrara. See Your agency branding.

5. Combined report for several businesses

For a client with two or more businesses, you can create one report across them.

1. Open the client overview: click the client name in the menu, or Client overview → under the client.
2. Go to Reports.
3. Under Create combined report, choose the period and which companies to include.
4. Click Create combined report. This costs 2 credits.

The combined report opens as a draft, with the label Combined in the list. You edit and publish it the same way.

6. What the client sees

• Client users only see published reports, never drafts.
• The Reports tab appears in their menu once at least one report is shared. It lists the reports with their date.
• They open a report to read it or click Print or save as PDF.
• Your agency logo or name appears at the top of the report when you have set your branding.

See Choose what your client sees for the rest of the client dashboard.

7. Delete a report

In the list of reports, click × (Delete report) and confirm. A deleted report also disappears for the client.