Can I share a market report with a client?
Yes, on Insights Pro — as a public link the client opens without signing in, or as a PDF you send yourself.
Yes, two ways, and both are part of Insights Pro. Save the guide first — you can only share a guide that has been saved.
As a public link
- Open Share & publish with the saved guide selected.
- Confirm that the guide may become public. The confirmation is deliberate; publishing is never a side effect of another action.
- Publish. You get a link your client opens without an account and without signing in.
- The link expires by itself after 30 days, and the page shows you the expiry date.
- You can withdraw the link at any time before then. Withdrawing takes effect immediately — the page is not cached anywhere that could keep serving it.
As a PDF
Download the finished report and send it however you normally send documents. This is the better route when a client's organisation blocks external links, or when the document has to be filed somewhere.
Two cautions
A shared link is a link. Anyone holding it can open it until it expires or you withdraw it, so treat it the way you would any unlisted URL and do not put anything in a guide you would not want forwarded.
If a client submits their details through the shared page, you are collecting personal data and the usual obligations apply: tell them what you will use it for, and do not repurpose it for unrelated marketing.
On the free plan a guide can be built and saved, but not published or downloaded.