A share is a read-only link to one thing: a published client report, a report, a Scheduled Report's tracking dashboard, a brand summary or a brand audit. The person who opens it sees a page with your branding and does not need to sign in.
Shares is the page that lists every link of the selected brand, on every plan. Open it from Visibility > Shares in the sidebar. On Agency Plus, in agency mode, it lists the links of every brand in one table.
Add on the Shares page (or Share on a report, a Scheduled Report or a brand audit) offers five types:
Type | What it shows | Does it update? |
|---|---|---|
Client report | A report you published, exactly as you published it (the same document as its PDF) | No. The link keeps its version; publish again and share the new version |
Report | One completed report | No, it is a snapshot you can refresh |
Scheduled report | A Scheduled Report's tracking dashboard, every market it measures | Optional: Always show latest data |
Brand summary | A summary of the brand's reports, SEO pages, analytics and content for a date range, in every market or the Markets you pick | Optional: Always show latest data |
Brand audit | A brand audit | No |
The client portal is not a share type: it is one link per brand that lists the brand's active shares. See Client portal.
When you create a share you can:
Set a password of at least 4 characters (optional)
Turn on Always show latest data (Scheduled report and Brand summary). A Scheduled report link updates after each run, and when its data changes, at most once every 5 minutes. A Brand summary link rebuilds from current data when it is opened, at most once every 5 minutes
Pick how long the link lives: 7, 30, 90 days or 1 year (30 days by default)
If you share the same thing again, the existing link is updated with the latest data and the expiry you picked; the address stays the same. If a verified agency domain is set up, links use your domain.
Column | What it tells you |
|---|---|
Brand | The client brand the link belongs to |
Type | What the link opens: a client report, a report, a tracking dashboard, a brand summary, an audit, a portal or an article review |
Created | When the link was made |
Expires | When the link stops opening |
Views | How many times somebody opened it (link previews in chat apps are not counted) |
Last render | When the PDF of a published client report was made |
Besides the links you create, the table lists each brand's client portal link and its article review links. Filter by type to find what you need. Each row lets you copy the link, open it, open Share settings or revoke it.
Under Expiry, choose 7 days from now, 30 days from now, 90 days from now or 1 year from now, or keep the current expiry, then click Save changes. An expired link comes back to life when you pick a new duration. Changing the expiry does not change the data.
Turn on Require a password to open this link and set a password, or remove the password protection. Every share type can carry a password; portal and article review links cannot.
For a report, a Scheduled Report or a brand summary, Refresh now pulls the latest data into the share. The address stays the same, so anyone who has the link sees the new data. The old data is no longer available through it. A client report or a brand audit keeps what it was shared with.
One link: the revoke action on its row
Several: select them with the checkboxes and revoke them at once
Revoking deletes the share. The link stops working at once, the row leaves Shares, and the share leaves the brand's client portal. Create a new share if you need the link again.
Every share expires: 7, 30, 90 or 365 days. After that the link shows an expired message and the share leaves the client portal. Expired shares stay on the Shares page, so you can extend them.
Up to 50 active shares per report, Scheduled Report or audit
Up to 50 active brand summary shares per person, per brand
Expired shares do not count. Revoke old shares to make room.
No. Shared pages are read only.
They are deleted with it, and the links stop working.
Yes. Every plan has the Shares page for the selected brand. Seeing every brand's links in one table is part of agency mode, on Agency Plus.
Shares and the client portal list the shares of everyone on the account. Refreshing, extending, changing the password of or revoking a share takes edit access to its brand: a teammate with view-only access sees the share and can copy its link, but cannot change it.
Only when Always show latest data is off. With it on, the link updates after each run and whenever its data changes (a deleted report, a renamed brand, a merged competitor), so the person sees the latest run when they open it.
Client portal: one link per client brand
Agency domain: serve share links from your own subdomain
Agency home: every client brand at a glance
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