📊 Choose how to send the report
You can send a client report manually with a shareable web link or a PDF export. For recurring updates, configure an automated email delivery. Scheduled emails currently send an executive summary, not the full rendered report as an attachment or embedded report.
🔗 Share a report with a link
- In the left sidebar, select Reports.
- Find and open the report you want to share.
- Generate or copy its shareable link, then send the link to your client.
If you are sharing externally, generate the link through your custom white-label portal. Otherwise, the report may display default Search Atlas branding.
📄 Export and send a PDF
- Open the report from Reports.
- Choose the PDF export option, if available for that report.
- Save the PDF and send it to your client using your usual communication method.
📧 Schedule recurring email delivery
- In the left sidebar, select Reports.
- Open Automated Email Reports.
- Create or configure a scheduled delivery, add the recipient email addresses, and set the delivery schedule.
- Save the schedule. Recipients will receive an executive summary; the full rendered report is not currently attached or embedded in the scheduled email.
🛠️ Find and manage reports
On the Reports page, use All Reports to view reports. You can also use + Create to start one, Refresh data to update report data, or Download .CSV to export data as a CSV file.
💬 Need help?
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.