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

# Share reports

> Send a read-only link to a saved report — no TheOptimizer account needed. Choose when it expires and what viewers can change.

Any saved report can be shared as a link. Anyone who opens the link sees a read-only copy of the report — the same table and chart you see, under your report's name — without needing a TheOptimizer account. It's the quickest way to keep a client, a partner or a colleague outside your workspace up to date.

***

## Create a share link

<Steps>
  <Step title="Save the report">
    Only saved reports can be shared, so the **Share** button stays disabled until you've saved.
  </Step>

  <Step title="Open the share settings">
    Click **Share** at the top of the report. You can also choose **Share…** from the report's **⋯** menu on the Reports home page.
  </Step>

  <Step title="Choose when the link expires">
    Under **Link expires**, pick **7 days**, **30 days**, **90 days** or **Never**. New links expire after 30 days unless you change it.
  </Step>

  <Step title="Choose what viewers can do">
    Turn on the permissions you want to give. See [What viewers can do](#what-viewers-can-do).

    <Frame>
      <img src="https://mintcdn.com/theoptimizer/oH5vgYaXzb67bGUB/images/reports-share-dialog.png?fit=max&auto=format&n=oH5vgYaXzb67bGUB&q=85&s=56c9c2bbfc794001449efe5f288583a4" alt="Share report dialog for a report that is not shared yet" width="1040" height="752" data-path="images/reports-share-dialog.png" />
    </Frame>
  </Step>

  <Step title="Create and copy the link">
    Click **Create link**, then **Copy**, and send the link to whoever should see the report.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/theoptimizer/oH5vgYaXzb67bGUB/images/reports-share-dialog-shared.png?fit=max&auto=format&n=oH5vgYaXzb67bGUB&q=85&s=314decc8e06f57a98aee94d243a307f8" alt="Share report dialog for a shared report, with its link and Stop sharing" width="1040" height="856" data-path="images/reports-share-dialog-shared.png" />
</Frame>

Once a report is shared, its button reads **Shared**, and the **Sharing** column on the Reports home page shows the link's status — *Shared*, *Shared · expires in 5d*, *Shared · expires Dec 18*, or *Expired*. Click the copy icon next to the status to copy the link again.

***

## What viewers can do

| Setting                                            | When it's on                                                   | When it's off                                  |
| -------------------------------------------------- | -------------------------------------------------------------- | ---------------------------------------------- |
| **Allow changing date range**                      | Viewers get a date picker and can look at any period           | The report shows the saved date range only     |
| **Allow interacting (filters, grouping, columns)** | Viewers can change the breakdown, the grouping and the columns | Viewers see the report exactly as you saved it |
| **Allow export**                                   | Viewers can download the report as CSV or Excel                | No export button                               |

New links allow changing the date range, and nothing else. Changes a viewer makes only affect their own view — they never change your report.

<Note>
  Viewers always see your report's filters, listed at the top of the page, but can't change them — even when interacting is allowed.
</Note>

***

## What viewers see

The shared page shows the report's name, its description and a **Shared report** badge, followed by the chart and the table. Viewers can still pick which rows and metrics the chart compares, and sort the table.

When interacting isn't allowed, the report's setup is listed as labels under the name — the network and the breakdown, for example — and the date range is shown as fixed dates unless changing it is allowed.

* **The latest saved version** — viewers see the report as it was last saved. Unsaved changes on your side stay private until you save
* **A fixed set of ad accounts** — the link covers the ad accounts you had connected for the report's network when you saved the share settings. Accounts you connect later aren't included until you open **Share** and save the settings again
* **Your currency choice** — if the report converts amounts to one currency, the page says so, for example *All amounts in USD*
* **Plain ad thumbnails** — ad previews on hover are only available inside TheOptimizer

If the link has expired, viewers see *This shared report has expired* and are asked to request a fresh link. If sharing was stopped or the link is wrong, they see *This report link is not available*.

<Frame>
  <img src="https://mintcdn.com/theoptimizer/oH5vgYaXzb67bGUB/images/reports-shared-view.png?fit=max&auto=format&n=oH5vgYaXzb67bGUB&q=85&s=18dfa66e549c34cef83dd70c7a840008" alt="A shared report as a viewer sees it, with the Shared report badge" width="1512" height="798" data-path="images/reports-shared-view.png" />
</Frame>

***

## Change, renew or stop sharing

Open **Share** on the report at any time to change the link's settings, then click **Save changes**. The link itself stays the same.

* **Renew an expired link** — pick a new expiration and save. The link works again at the same address
* **Stop sharing** — click **Stop sharing** and confirm. The link stops working immediately. Sharing the report again creates a new link, so the old one can't be revived

When you save changes to a shared report, the changes reach viewers straight away. See [Saving a report that's shared](/reports/save-and-manage#saving-a-report-thats-shared).

***

## What can't be shared yet

* **Team member, Currency and Timezone grouping** — a report grouped this way can't be shared yet. Change the grouping and save the report before creating a link. If you add one of these groupings to a report that's already shared, TheOptimizer asks you to save it as a new report instead, so the shared link keeps working
* **Reports with no matching ad accounts** — if none of your connected ad accounts belong to the report's network, the share dialog warns you that the link will show no data

<Warning>
  A share link works for anyone who has it. Treat it like a password: send it only to people who should see the numbers, give it an expiration, and stop sharing when it's no longer needed.
</Warning>
