A shared report is essentially a live, web-based URL View / Project View / AI View report (including daily data, if selected).
You can generate a link and give it to your clients or colleagues.
The settings are accessed from the left menu: Reports > Shared Reports.
When entering, you'll see a table of your current set of shared reports, and an "Add New Report" button at the top-right corner.
Adding a new shared report:
Shared report settings are very flexible. Click the "Add New Report" button, fill out the form, and select which data you want the report to include.
Report Name: Give a name to this report.
Password: Add a password (optional) if you want the report to be password protected.
Language: Select the language for the report.
Active: If set to "Off" the report will be deactivated.
Template: Select a custom template from your templates. The color scheme will be applied in the live report and the full template on PDF downloads.
Expiration (in days): How many days you would like this link to be alive, or lave empty for no expiration.
Share format: select the format for the report (URL View/Project View/AI View).
What to share: URL or Group. A report for which URL or URLs Group to include, or what project (for Project View).
Allow download: On/Off, and of which formats (PDF, CSV or XLSX).
Include Stats: Whether to include the stats box in the report.
Display: Select what data to display - Overview only/Daily only/Overview & Daily
Filter: Set additional filtering parameters (What are the data filtering options?) or leave empty to display all the results for the selected URL/group.
Columns & Sorting: Select what columns to display and in what place.
Terms order by: Set the terms order, Ascending or Descending.
Once you have set up the shared reports, you can perform the following actions:
Link: Get the link of this report
Edit: Edit the report's settings
Duplicate: Duplicate a report and all it's settings
Delete: Delete this report
عربي
עברית