Clients and stakeholders want every number. You want a report they'll actually read. Report shortcuts let you have both.
Until now, every report you shared was its own separate link. So either you crammed every channel into one report and hoped nobody gave up around widget 40, or you sent five links and left the client to work out which one held the answer.
Now you can add a Report shortcut widget to any report and pick another report from your account. Readers see a preview card and open the full report in one click. Passwords, themes, and interactive widgets all carry over, so the report you point to looks and behaves exactly as it does on its own.
Three ways to use it
- Trim a heavy report. Keep headline numbers on the main report, move per-channel detail into supporting reports, and attach them where the question comes up.
- Turn a report into a client portal. Make one branded report the entry point to everything you share with that client, so they have one place to go instead of a folder of links.
- Answer "why did this drop?" before it's asked. Point from a KPI to the report that explains the fluctuation, and stakeholders get the context themselves.
Good to know
- The report you point to keeps its own date range, rolling or custom. If you want the dates to match, set them the same in both reports.
- Password-protected reports still ask for the password, same as opening them directly.
- Shortcuts work the same way for editors and readers.