Share and track a live report link

A live report link gives your prospect an interactive, branded report experience. Unlike a PDF, the link always reflects the current calculation values, so as the conversation develops and you update the calculation, the prospect's view stays current as well. If you share multiple links for the same calculation, each is tracked separately.

After you share, Activity Tracking shows when the prospect opened the link and how they engaged with it, so you can time your follow-up conversations. Activity Tracking covers live links only. For PDF engagement, use Showpad's asset and Shared Space analytics alongside it. If live link sharing is not available for your account, use a PDF instead or contact your administrator. See Export and share a report.

See how it looks

You need this to succeed

• Access to Showpad Value Factory in Showpad.
• At least one published value model available to your user or group.
• At least one saved calculation.
• Live link sharing enabled for your organization by an administrator.

The quick way

1. Open Past Calculations and find the calculation.
2. Click the Share icon and select Share Link.
3. Click Create New Link.
4. Choose a Permission Level and Report Template, enter a Label, and add recipient email addresses.
5. Click Generate Link.
6. Click the copy icon next to the link to copy the URL.
7. To check engagement, click the Share icon and select Activity Tracking.

Do this step by step

Create a live report link

1. Navigate to the Content tab and select Experiences. Choose the relevant Experience.
2. In Past Calculations, select a calculation and click the Share icon, then select the Share Link option.
3. Click Create New Link.
4. In the Create Sharing Link dialog:
   • Choose a Permission Level: Controls what the prospect can do with the report.
   • View: The prospect can read the report but cannot change any inputs.
   • View & Edit: The prospect can adjust inputs and explore different scenarios. Their changes affect only their own session and do not update your saved calculation.
   • If a permission level is not available, the value model may not support it. Contact your administrator.
   • Choose an available report template.
   • Enter a Label so you can identify the link in Activity Tracking later.
   • Share via Email (optional): Enter one or more recipient email addresses to send the link automatically when you click Generate Link. Leave this empty to generate the link without sending it, so you can review it and share it manually when ready.
5. Click Generate Link. You return to Manage Links And Recipients, where the new link now appears in the list.
6. Click the copy icon next to the link to copy the generated URL. Open the link yourself before sending it. Confirm the report content, prospect context, branding, and access behavior are correct.
7. Share the generated link through an approved channel (email, Shared Space, or a channel your organization uses for prospect communication). If you're sharing through a Shared Space, add the link as a URL item so prospects can open it alongside other content. See Use Showpad Value Factory in Shared Spaces.

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Track engagement

1. Navigate to the Content tab and select Experiences. Choose the relevant Experience.
2. In Past Calculations, select a calculation and click the Share icon.
3. Select Share Link to open Manage Links And Recipients. The Activity column gives you a quick status for each link: Active means the link has been opened; No Activity means it hasn't been opened yet.
4. To see full engagement detail, click the Share icon again and select Activity Tracking.
5. Review the visit log for the calculation. Each row represents one link open and shows the time, link name, report template, permission level, the visitor's approximate location (city, region, country), and IP address.
   
   Use the link name to identify which link was opened and when. If you created one link per recipient, a unique link open is likely that recipient, but a forwarded copy may have been opened by someone else. IP address and approximate location can help distinguish between visits but do not verify a person's identity. Use engagement as context for your next conversation, not as a definitive signal: multiple opens may indicate internal review, and a single visit does not confirm the prospect reviewed the full report.

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Troubleshooting