Share a read-only client report

In Settings, Client report link, press Create report link and send the address; anyone with it sees this month's pacing, forecast and daily budgets for every campaign without signing in.

Create and share the report

1. Open the report settings
   In Pacing Console, open Settings and scroll to Client report link. Owners and editors can create the link.
2. Create the link
   Press Create report link. The address appears, starting with pacing.planconversion.com/r/.
3. Check it
   Press Open to see the report as your client will, or Copy to copy the address.
4. Send it
   Share the link with the people who should see these numbers.
5. Replace or turn it off
   Replace link creates a new address and the old one stops working at once. Turn off disables the report.

Good to know

• The report shows budget, spend to date, pace and the month-end forecast, then a card per campaign with spent, budget, forecast, daily to hit and, where available, conversions and cost per conversion.
• Campaigns are grouped by Client or group. The report covers every campaign in the workspace, so keep separate workspaces for clients who should not see each other.
• Anyone with the link can view it, so share it only with people who should see these numbers.
• An open report refreshes every 5 minutes and warns when a platform's data is out of date. Search engines are told not to index it.

Related articles

• Daily pacing email alertsOne morning email listing campaigns that are off pace, with the daily budget that fixes each one. Nothing on good days.
• Workspaces, roles and team membersInvite teammates, agencies and clients with one-time links, choose editor or viewer, and switch between workspaces.
• Pace, forecasts and budget changesHow pace, the month-end forecast and the daily budget to hit are worked out, and how to queue a budget change on Pro.
• Security and dataData stored in Canada, isolated per workspace, read-only ad access, encrypted credentials and how to delete your data.