At Modular, we understand the importance of maintaining clear communication with your clients. That's why we facilitate the process of sharing the reports generated, allowing you to provide your clients with a detailed view of the work done on their web projects.
Here's how you can easily share a report preview URL with your client.
Steps to share the report URL:
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Access the report: Once you have generated the report within Modular, find it in the report list and click on the report name.
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View report: Once inside the report detail view, click on the “View report” button. This will take you to the specific landing page of the report created.
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Copy the URL: In your browser, you will see the URL of the report landing page. This is a public web address that you can copy directly from your browser's address bar.
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Share with your customer: Send this URL to your client via your preferred means of communication (email, direct message, etc.). Your client will be able to access the full report without the need for a Modular account, providing immediate and uncomplicated access to relevant information.
Why share the URL?
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Instant access: Your client will be able to view the report instantly, with no additional steps or access requirements.
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Responsive format: The client will be able to see the report adapted to any device from which it is made.
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Always updated: If you need to make any change in the report (as long as it is not the name of the report) the url will not change and your client will always see the latest version when he enters the link.