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Compiling Client Reports

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solution agency marketing
17 Jul 2024 03:59 PM

Delivery of Reports and Dashboards to Clients

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Share via Workspaces

In this scenario, the client must have an account and be authenticated to access the reports. You can grant clients the ability to:

  • Change report settings
  • Connect additional data sources
  • Ask questions about the data using AI

Clients can also invite coworkers to view the dashboard.

Share via URL

You can provide the client with a dashboard URL. In this scenario:

  • Accessing data via URL does not require an account or authentication.
  • The client can change filters but cannot edit the report.
  • To ask questions via AI, a separate chatbot must be created and accessed via URL.

Share via IFRAME

This method works similarly to sharing via URL, but you need to embed the dashboard on your own website and manage access control there. To enable AI-based inquiries, you must create a chatbot and access it through an IFRAME.

Share via Email/Slack

You can create a text version of the report and send it via email to the client. This requires using Workflows that run according to a schedule.