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Answers

Reports & sharing

How do I share a report with an owner or client?

Three ways from the report page: a share link (opens in any browser, no login), an email with the PDF attached and the link inside, or the PDF download. The link records when it was opened so you know the report reached them.

Checked against the product on 2026-10-04. If the product changes, this page changes with it.

How it works

  • Share link → choose how long it lives (7, 30 or 90 days, or no expiry) → copy or send.
  • Email → type the address; the email carries the PDF and the link, from your workspace's name.
  • Owners with several properties get one owner link to their whole portfolio's history.

What it doesn't do

  • A link that has expired offers the reader a one-tap way to ask you for a fresh one; it does not silently re-open.

Which plan

Free

Share links and email are on Free; owner links to a portfolio are Pro.