Publish & share a report

Publish

1. 1

   In the strategy editor, open the Publish step of the workflow.

2. 2

   Publishing generates the report's share link and attaches the strategy to the client's workspace, where it appears in their Strategy tab.

3. 3

   Reports publish client-visible by default. The client access toggle can flip a published report to advisor-only and back without unpublishing.

   

Share and verify

Republishing after edits is not required: saved changes flow to the published report live. Unpublish returns the strategy to a draft and disables client access.

1. 4

   Copy copies the client's workspace link (the same URL the invite email sends).

2. 5

   View as client opens the workspace exactly as the client will see it.

3. 6

   Client Views shows when the report was opened, on what device, and how many times.