Client reports without the PDF.
Deliver a live, branded report your client explores themselves — current, filterable, tied to their data.
Reads straight from the source. Open it next month — still right.
Frozen the moment it was exported. Wrong by the time it's opened.
Deliver a client report with ShareOut as a live, branded page instead of a static PDF — one the client explores themselves, tied to their data, and still current weeks later. You describe the deliverable, connect the data once, and hand over a single link on your own subdomain. The value you delivered keeps working instead of freezing the moment you export.
PDFs are where insight goes to die.
Hours of formatting produce a document nobody interacts with and everybody loses in their inbox.
They drill in themselves
A live page beats a static export every time — clients answer their own follow-ups.
Your subdomain
Publish under your brand so the deliverable matches the price tag.
Always current
The link stays live and right, keeping you in the relationship.
How to deliver a client report
- 1
Describe the report
Tell ShareOut the analysis you want to present — a cohort breakdown, a performance review, a recommendations page — and get a real, interactive deliverable.
- 2
Tie it to their data
Connect the client's sheet, store, or warehouse with credentials you control. The report reads live, so a retainer deliverable updates itself.
- 3
Brand it as yours
Publish under your subdomain. The client sees a premium page with your name on it and explores the numbers themselves.
- 4
Keep it useful
The link stays live and current, so the client keeps coming back — the easiest re-engagement pitch there is.
See it running.
Reports people build with ShareOut
Questions, answered
How do I deliver a client report without a PDF?
Publish a live, branded page instead of exporting a document. The client opens one link, filters and drills into the analysis themselves, and it stays current after the engagement. You describe the report, connect the data once, and hand over a URL — the hours of formatting disappear.
Can the report carry my brand and domain?
Yes. Publish under your own subdomain (yourfirm.shareout.site) so the deliverable matches the price tag and carries your name, not a generic file.
Does the client report stay current after delivery?
Yes. It reads live from the data source, so the client returns to the same link weeks later and the numbers are still right. A deliverable that stays useful is what keeps you in the relationship.
Can the client explore the data themselves?
That is the advantage over a PDF. The page is interactive — clients filter, drill in, and answer their own follow-up questions instead of skimming a static export once and losing it in their inbox.
Is each client's report private?
Artifacts are private by default and isolated per client. You control exactly who can open each link and keep every engagement on its own page behind your workspace.