How do I customize the shareable link?

An overview of how to change what's available in the shareable reporting url

The shareable link is a great resource for sharing information with users who do not have access to the new reporting dashboard. The shareable link is a better alternative to a PDF, as users who have the link can make date adjustments and view the entire reporting dashboard easily.

The shareable link will not expose any extra information to the end-user than you intended and will not allow them to navigate outside of this report to other areas of the website. Users can choose which information they want to be shared with users by customizing the report link.

Sharing an advertiser view report

The advertiser view can also be shared. If an advertiser is running multiple product types, users can select to share some or all of the products.

If products are removed from the report, the numbers will update accordingly.

Sharing multiple product types

  • To share multiple products on one shareable link, users will need to share on the advertiser level.
  • Once the shareable link button is selected, the report the user is currently on will be selected by default. 
  • To share more than one product, check the boxes for the other product(s) and click confirm. From there, the link will be generated.

Please note users can only customize the charts and graphs if one product is selected. If more than one product is being shared, users cannot customize the individual charts/graphs that show. In addition, sharing multiple products is only allowed at the advertiser level. If sharing a campaign or ad group report, you will not be able to select multiple media types.

How to customize the shareable link

  1. Click the link button at the top right corner
  2. A modal will appear, with all charts selected by default.
  3. Any box that is selected will show on the report, uncheck a box to hide that component from the report
  4. Once your adjustments are made, copy the link by either:
    1. highlighting the text in the box, right-clicking on your mouse, and click "copy"
    2. Click the "copy link" button to automatically copy the link to your clipboard.

Please note that you will need to re-copy the link if any adjustments are made after the link was originally copied. For example, if you open the modal and do not make adjustments and copy the link all charts will show. If you then go and remove one of the charts, you will need to copy the link a second time to get the updated URL.

Once you get the link and share it with users, they will not be able to add on charts and graphs you did not give them permission to view. Users will still be able to adjust the date range on a report and download the report as a PDF.