Reports | Lock a shareable link to the client selected in the company slicer
S
Simon Desnoyers
When one report serves all your clients, you pick the client with the company slicer. Export the PDF and you get that client's report, and "Show Slicers in Exported PDF" can hide the slicer. Sometimes you want an online link instead: generate it for one client, present from it, then pass the same link to the client.
What is missing is a way to tie a shareable link to a client:
- Share > Shareable Link only offers a time limit (No Time Limit / Customized Time). There is no setting to tie the link to a client.
- In a scheduled report, the Save Slicer switch (which controls whether recipients can change a slicer) is not available for the company slicer.
The request:
- When generating a shareable link (from Share, or in a manually sent scheduled report), lock it to the client currently selected in the company slicer.
- Anyone opening the link sees only that client's data, with no way to switch to another client.
The outcome: one report for all clients, and a per-client link you can generate on demand and hand to that client as is.
Options today, if you need this now:
- Export the PDF per client. It is not interactive.
- Client Portal (ConnectWise and Autotask): it can be set up so each client logs in and sees only their own company's data. Each client needs a portal account; it is not a link.
Trade-off worth knowing before voting: the link would still be a public link. Whoever has it can see that client's data until it expires or is revoked.
Log In