Once your reports and dashboards are ready, the next step is to share them with clients and stakeholders. ReportGarden makes it easy to export reports, share live links, and automate delivery so you don’t have to do this manually every time.
This guide explains how to:
Share reports and dashboards
Export reports in PDF format
Automate report delivery on a schedule
Sharing Reports and Dashboards
You can share your reports, dashboards and documents in multiple ways, depending on how your audience prefers to view them.
Share using links
Generate a public link
Viewers can access the report without logging in
Ideal for quick sharing or client access
Share with clients via login
Share reports securely with clients using login access
Control exactly what content each client can view
Ideal for structured client reviews and ongoing collaboration
Exporting Reports
If you need offline copies or static versions, you can export reports easily.
Common export options:
PDF exports for client presentations
Downloadable files for sharing via email
Print-ready formats for meetings
Before exporting, always preview the report to ensure layouts and data look correct.
Scheduling and Automating Reports
Automation helps you save time by delivering reports automatically.
What you can automate:
Schedule reports to be sent daily, weekly, or monthly
Set specific delivery dates and times
Send reports to one or multiple recipients
Once scheduled, reports are generated and sent automatically based on the selected settings.
Managing Delivery Settings
You can update automation settings at any time.
You can:
Edit recipients
Change delivery frequency
Pause or stop scheduled reports
Update report content without changing the schedule
This gives you flexibility while keeping reporting consistent.