How to share your Report
Sharing your reports can be a handy tool in numerous use cases ranging from analyzing personal feedback for your customer service reps to showing off your epic NPS numbers. You can even include your ratings from third-party platforms, such as Google.
The two main methods of sharing Trustmary's Reports are to share a** live link** which automatically updates with up-to-date data, or save the Report into a PDF file.
To create a link for a report, start by navigating to Reports. Next, select a report. If you don't yet have one, create one by clicking Create report.
Once you have a report open, click the Share report button in the upper right corner. This opens a dialogue box where you can manage your report links.
On the Share report menu, you can create as many share links as you'd like by clicking the Create link button. Next to the button you can set the expiry date for the link.
Once the link has been created, you can see it under the Existing links heading with copy and delete buttons next to it.
If you'd just like to download a copy of your report on a file, you can do that by exporting it to a PDF. This can be done from the three-dot menu next to the share button.
The two main methods of sharing Trustmary's Reports are to share a** live link** which automatically updates with up-to-date data, or save the Report into a PDF file.
Sharing via a link
To create a link for a report, start by navigating to Reports. Next, select a report. If you don't yet have one, create one by clicking Create report.
Once you have a report open, click the Share report button in the upper right corner. This opens a dialogue box where you can manage your report links.
On the Share report menu, you can create as many share links as you'd like by clicking the Create link button. Next to the button you can set the expiry date for the link.
Once the link has been created, you can see it under the Existing links heading with copy and delete buttons next to it.
Exporting to a PDF
If you'd just like to download a copy of your report on a file, you can do that by exporting it to a PDF. This can be done from the three-dot menu next to the share button.
Updated on: 13/05/2025
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