> ## Documentation Index
> Fetch the complete documentation index at: https://docs.citino.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports and share links

> Generate a client's month as a branded report, send its link, and turn the link off when you need to.

A report is one client's month in AI answers, frozen when you generate it and branded as your agency. You send your client a link to it, or let them read it in their portal. Reports are part of agency workspaces; a brand workspace's **Reports** screen says so and has nothing to generate.

## What a report contains

* A short paragraph on what happened in the month.
* The headline figures: visibility, share of voice, position and sentiment, each with its change.
* Visibility on each engine.
* Visibility day by day. A day with no answers breaks the line rather than reading as zero, and days when the engines drifted are labelled.
* The brands named in the same answers.
* The questions where another brand led.
* A short "How to read this" section that explains each figure.

A report never includes raw answers, settings or anything from another client.

## Frozen when you generate it

A report keeps the figures it had on the day you generated it. Later changes, such as a better reading of past answers or two brand names merged into one, do not rewrite a report you have already sent. To bring a report up to date, press **Regenerate**. Its link stays the same.

Each month on the Reports screen shows when its report was generated and the day its figures run to, with two possible labels:

* **Month to date**: generated while the month was still running.
* **Provisional**: generated within seven days of the month's end. Figures for the last few days can still be rebuilt overnight, so regenerate the report a week into the next month for final figures.

The change beside each headline figure compares the report's period with the period of the same length just before it, not with the previous calendar month.

## Generating a report

**1. Open the client's Reports screen**

Open the client's project and choose **Reports** in the rail. It lists the months from the one the project first collected answers in to this one, at most the last 12.

**2. Generate the month**

Press **Generate** beside the month. It takes about as long as Overview takes to load.

**3. Send it**

Use any of the controls that appear beside the month.

| Control | What it does |
| - | - |
| **Copy link** | Copies the report's link. |
| **Email to client** | Opens your own email app with the addresses of client logins that have accepted their invitation, a subject and the link. Citino sends nothing. |
| **Preview as client** | Opens the link the way your client will see it. |
| **Download PDF** | Opens the report with your browser's print dialog. Choose to save it as a PDF. |
| **Revoke link** | Turns the link off. |

> [!NOTE]
>
> Citino does not generate reports on a schedule and does not email them. Generate each month's report yourself and send the link.

## Who can open the link

The Reports screen states it in one line: "Anyone with the link sees this report: the month’s figures, agency-branded and read-only. No raw answers."

* The link needs no sign-in.
* The page asks search engines not to index it.
* Treat the link like a document you would email: anyone it is forwarded to can read the report.

## Turning a link off

Press **Revoke link**. Anyone who opens it afterwards sees that the link to that month's report is no longer available, with your agency's name and a line asking them to ask you for a new one. No figures are shown.

To share the report again, press **New link**. It makes a fresh link; the old one stays off. Turning a link off does not remove the report from your client's portal.

## Who can do what

| | Owner | Admin | Editor | Viewer |
| - | - | - | - | - |
| Generate and regenerate | Yes | Yes | Yes | No |
| Copy, email, preview, download | Yes | Yes | Yes | Yes |
| Revoke link and New link | Yes | Yes | No | No |
| Invite or remove a client login | Yes | Yes | No | No |

## Related

> [card] [White label](https://docs.citino.ai/guides/agencies/white-label.md)
>
> Your name, colour and logo on every report.

> [card] [The client portal](https://docs.citino.ai/guides/agencies/client-portal.md)
>
> A sign-in that shows your client their reports.

> [card] [Within noise](https://docs.citino.ai/guides/within-noise.md)
>
> Why some changes in a report are shown muted.

> [card] [Drift labels](https://docs.citino.ai/guides/drift-labels.md)
>
> What a drift day in the daily chart means.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.