Give clients their own reporting portal

Give your clients a single place to access the reports and insights you've chosen to share. The new Client Portal lets you combine Reports, Boards, and Goals into one secure, shareable link. Clients can stay informed and explore their data whenever they need to, without managing multiple URLs.
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One portal, multiple insights

Instead of sending separate links, you can now create a dedicated portal for each client and choose exactly what they can see.

You can include:

• Reports to share detailed marketing performance.
• Boards for a quick overview of key KPIs.
• Goals so clients can monitor progress toward their targets.

Before you share the portal, you can preview it to see exactly what your client will experience.

More control over access

The Client Portal gives you flexibility over how you share information.

• Add a password to protect the portal when extra security is needed.
• Regenerate the portal link at any time to immediately revoke access to the previous link.
• Update the shared content whenever your client's reporting needs change.

How to get started

Open your client's account and navigate to the Portal tab. Enable the Client Portal, select the Reports, Boards, and Goals you want to share, optionally add a password, and send your client the generated link.

Start using it in your next client report.