Advisor presenting an interactive report to a client

How to share an AI report with a client

Publish an AI-generated report as a link your client can open, with control over who sees it and a record of who read it.

· 1 min read

Ask your assistant to create the report in Stated, then send the link.

Why a link beats an attachment

A link stays current when you edit the report, and it records who opened it.

Controlling access

Set the publication to public, unlisted, password protected or sign-in required at any time without changing the link.

Related

Try it in Stated