Feature

Client report sharing that stays live

Client report sharing in Oviond means one live link per report — clients open it in any browser with no account and no attachment, and always land on current data.

Oviond's share panel for a client report, showing link sharing options, password protection, PDF downloads, and an embed snippet.

Why client report sharing

One report, one address, no attachments

Most reporting friction is distribution, not data. This is the part that stops being work.

Always the current numbers

A shared report renders live data every time it opens, so there is no stale PDF circulating in a client's inbox.

You control the access

Switch the link on or off, require a password, allow or block PDF downloads, and decide whether viewers can change the date range.

Four routes to the client

Send the same report as a live link, an email, an embed, or a PDF — without rebuilding it for each channel.

How it works

Every way a client can open a report

Every report has a Share panel with four tabs — Link, Email, Download, and Embed — and one set of sharing options that governs all of them.

A link renders live data on every open. A PDF is a snapshot of the moment it was generated. Pick whichever matches what the client actually asked for.

A live public link

Copy the share URL and send it. The recipient opens it in any browser with no Oviond account and sees the report against live data every time.

Link controls

Keep the link active or switch it off, require a passphrase, allow PDF downloads, and choose whether viewers get a date selector to change the reporting period.

Email from the Share panel

Send the report straight to a list of recipients from the Email tab, using your own verified sender address rather than a generic one.

Embed anywhere

Copy an iframe snippet from the Embed tab and drop the report into a client portal, an intranet page, or a page on your own site.

PDF on demand

Generate an A4 or Letter PDF in portrait or landscape. Rendering runs in the background, and every attempt is kept in a download history you can re-download or clear.

Your domain, your branding

The share page loads on your custom domain and carries your logo, favicon, and brand colors, so the link itself reads as part of the deliverable.

The version chasing goes away

Three distribution habits a live link retires.

A fresh PDF every time a number moves

One link that re-reads the data on every open.

Clients asking which attachment is the latest

There is only ever one report, at one address.

Handing out a login so a client can look

A public link needs no account and no extra seat.

What sharing connects to

The link is the last step. These are the three features that shape what arrives.

Share it on your own domain

A shared report resolves to reports.youragency.com and renders in your theme, so nothing about the link points back at a vendor.

White-label branding in Oviond, customizing theme, colors, border radius, shadow, and custom domain for client reports.

Let the sending happen on a schedule

Rather than emailing the link each month, schedule the report once and Oviond delivers it to the recipient list on the cadence you set.

Automated report delivery in Oviond, scheduling a Marketing Performance Summary email to clients on a monthly sending frequency.

Create a report and hand back a link

Connect an AI assistant over MCP or call the REST API to build a report and share it without opening the app.

Oviond connected to AI assistants like Claude and ChatGPT through its MCP server to pull client data and build marketing reports.

Everything one link can show

A single shared report can carry any of the 70+ marketing data sources Oviond connects — paid media, analytics, search, social, email, CRM, and e-commerce in one view.

Report sharing FAQs

Links, passwords, PDFs, and embeds — what each sharing option does.

How do I share a report with a client?

Open the report and click Share in the top-right of the editor. On the Link tab, copy the share URL and keep Link is Active switched on so anyone with the link can open the report.

Do clients need an Oviond account to view a report?

No. A shared link opens in any browser with no sign-in and no seat on your plan. Clients see the report and its live data, nothing else in your account.

Can I password-protect a shared report?

Yes. Switch on Enable Password and set a passphrase. Without one, anyone holding the link can open the report for as long as the link stays active, so use a password whenever the report contains sensitive client data.

Can I stop sharing a report?

Yes. Turn off Link is Active in the sharing options and the URL stops working immediately. Switch it back on and the same link resumes.

Can clients download a PDF of the report?

Yes, when Allow PDF Download is switched on. PDFs are generated on demand in A4 or Letter, portrait or landscape. Rendering runs in the background and each attempt appears in the report's download history as processing, completed, or failed.

Can clients change the date range themselves?

Yes, if you switch on Show Date Selector. Viewers can then move the report to a different period without asking you to rebuild it.

Can I embed a report in my own site or a client portal?

Yes. The Embed tab gives you an iframe snippet you can paste into any page that accepts HTML, so a report can live inside a portal or intranet you already run.

Is a shared report live or a snapshot?

A link is live: it renders current data each time it opens. When you need a fixed record — an end-of-month snapshot, say — generate a PDF from the Download tab instead.

Which domain do share links use?

The link host resolves to the client's own custom domain first, then your account's default custom domain, then an unbranded platform host. Adding a custom domain is what puts share links on a URL you own.

Where to go next

Sharing is the delivery step. For the rest of the workflow, see marketing reporting for the recurring deliverable, marketing dashboards for always-on client visibility, the drag-and-drop report builder for laying pages out, and custom metrics and data queries for choosing what goes on them. Weighing tools up? Browse all comparisons.

Send one link instead of another attachment

Build the report once, share it live, and let clients open the current numbers whenever they want.