Sharing and exporting your reports lets you show your data to anyone who needs to see it. You can share a static screenshot with an export to show data exactly as it is at a single point in time, or share via a link to make sure that the person always sees the most up-to-date and relevant data.
Sharing and exporting reports both allow you to give others access to the data you're seeing about your marketing campaigns. For example, you have worked really hard on each campaign, and use Performance Insights to show the results of your team's efforts. The vice president of your company asks to see how your marketing campaign is performing with your customers. You open Performance Insights and go to your report that includes your most recent email campaign and export the report via a link. You're able to show your vice president exactly the data that she cares about most and she can see it update in real-time as the report updates. She always sees exactly what you're seeing.
Then, at the end of Q1, your CMO asks to see how each SMS campaign performed during the first quarter (Q1) of the year. In Performance Insights, you create a new SMS report from standard reports. You then set the date range as Q1 of the current year. Then you export the report. The exported report shows the data exactly as it was for Q1 in a PDF. You're able to forward that along to your CMO and they are able to gather the metrics they need for reporting purposes.
Share a report via a link
To share a report in Performance Insights:
- Select the report Menu> Share from the upper right corner of any report.
- The Share screen opens with an option to set a password. Choose if you want to set a password, then click Generate share URL.
If you choose not to set a password, but later decide you want a password on the report, you'll have to generate a new link. The old link will be invalid.
Your URL is generated and can be copied. If you chose to set a password, you must share both that password and the corresponding link with anyone you'd like to see your report. Though anyone you give the link to can view the report, only you can edit the report.
When sharing your report, it is good practice to give the name of the report to the person with whom you're sharing. If any issues occur, the person can contact you for the link and password (if you set one).
You can find your link at any time by clicking the Share button from the report Menu again. However, remember your password. The password can never be reset. If you forget the password, you'll have to generate a new link to the report.
After you share your report, a shared icon appears in your Report menu for each report you share. Users who view a shared report link will see a new section in their report menu called "Shared with me" which displays the report shared by another user. Any Acoustic Campaign users who are not logged in will also see a shared icon when viewing a shared report link.
You can revoke sharing of a report so that no one has access to it anymore. If you revoke sharing, it revokes viewing rights from all shared users.
- Click the Report menu and select Share.
- From the Share report screen, toggle Sharing is enabled to off.
- A confirmation window opens. Confirm that you'd like to turn off sharing.
Anyone who had the link will no longer have access. To share the report again, go to Share and generate a new link.
Export a report
You can export an entire report to show someone a static image of a report as-is from the time you export it.
- Click Menu from the top right corner of your report.
- Select Export as PDF or Export Excel.
- You can Cancel the export only before the widget data starts being collected.
- For a PDF export, only the data visible at the time you export the report is displayed in your export – so if you have the window minimized, only what is displayed is exported. If you have tables in your report that scroll, only the data visible on the screen is exported.
- For an Excel report, the entire report is exported to an Excel file. Each widget is displayed in its own tab on the report.
Export widget data
Depending upon the widget type, you'll get different export options. To export your data from a widget, complete the following steps:
- Open the filter set that contains your data.
- In the widget, select the three dot menu and click Export PNG or Export CSV. Your download will begin automatically.