Sharing and sending reports

Every report automatically gets a share link when it’s created. Open the report, copy the link and send it to your client. They’ll see a full web page with the charts, and they don’t need a Pulzeo account.

Indefinitely. Your client can reopen the March report six months later to compare it with the current month. To cut off access, open the report and revoke the link. It stops working immediately.

Open the report, click “Email”, then enter the recipients and an optional personal message (up to 1,000 characters). Type a comma after each address to turn it into a pill. A red pill flags an invalid address that wouldn’t receive anything, so remove it before sending. Your client gets an email with a direct link to the report’s web page.

1 on Individual, 2 on Business and 3 on Agency, per schedule. The counter above the field shows how many you’ve added, and any addresses over your plan’s limit turn red before you confirm. To reach more people, send the report link manually: there’s no limit on that.

Under “Scheduled reports” on the Reports page, create a schedule: period covered, frequency, time and recipients. Pulzeo then generates and sends the report on its own, on that schedule, and recipients get an email with the web link. Zeo’s written analysis isn’t available here: a scheduled report reaches your client without you reading it first, so it only includes your numbers. To add the analysis, generate the report manually and send it once you’ve read it.

Weekly, twice a month or monthly, on the day and at the time you choose (9 a.m., noon, 3 p.m. or 6 p.m.). The time zone is your browser’s, shown under the time. The days available depend on the period. For the previous month, you can pick any day, and the 1st is the best choice since the month is complete. For the current month, the list starts on the 7th, because that report runs up to the day it’s sent: sending it on the 1st would cover a single day.

Each schedule has a button to pause it (and resume it later) and a button to delete it. Once you delete it, the automatic sends stop immediately.

Yes, in Settings, on the Reports tab. Enter your trade name, upload your logo (PNG, JPG or SVG, 2 MB max) and choose your brand color, with a live preview. They appear on every report sent to your clients.

A polished web page with your branding, showing the key metrics, the charts and, if included, Zeo’s analysis and your intro and closing notes. It’s exactly what you see yourself when you click “View report”.