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Reports and client share links

Use Reports when you need a file or a one-off link. For ongoing client access, invite them on Team instead.

Download a report

  1. Select the website and the date range.
  2. Open Reports.
  3. Choose HTML (opens in the browser, then print), PDF, CSV (spreadsheet), or JSON.

Agency Name, logo, and accent color come from Profile → Agency brand. Leave those blank to keep the Visitorly mark.

Passworded share link

  1. On Reports, type a short label and a password the client will use.
  2. Create the link and send the URL plus the password by a separate channel.
  3. Revoke the link on the same page when the review is done.

Anyone with the URL and password can see that Snapshot without a Visitorly account. Do not put secrets in the label. Prefer Team seats if they will look every week.

Next: Team seats →

If you are stuck, pick the matching guide

These pages use the same names as the dashboard sidebar. Open Setup Guide while signed in for the interactive checklist.

Start here

Put Visitorly on the website

Read the numbers

Manage the account

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