---
title: Publish & share a report | Mortgage Clarity Help Center
description: Turn a draft strategy into the live report your client sees.
url: https://www.mortgageclarityplatform.com/help/reports-publishing/publish-share
site: Mortgage Clarity
updated: 2026-09-01
---

## 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.
    
    ![The Publish step](https://www.mortgageclarityplatform.com/help-figures/reports-publishing__publish-share__1.png)
    
    The Publish step Click to enlarge
    

## 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.
    

## Related articles

[The Strategy tab & live updates

Where your client reads their report, and how your edits reach them.

](https://www.mortgageclarityplatform.com/help/client-workspace/strategy-tab-live)[Build a strategy manually

The strategy editor workflow from loan details to publish.

](https://www.mortgageclarityplatform.com/help/strategies/manual-strategy)[My report isn't updating live

What triggers a live refresh and the fallback when one is missed.

](https://www.mortgageclarityplatform.com/help/troubleshooting/report-not-updating)

[Next Video walkthroughs](https://www.mortgageclarityplatform.com/help/reports-publishing/video-walkthroughs)

Still stuck?

Email [christian@mortgageclarityplatform.com](mailto:christian@mortgageclarityplatform.com), or use the Help button in your advisor top bar to send a message without leaving the app.