Sharing
Sharing a report
There are three ways to hand someone a Servoki report, and they differ on one thing that matters more than any other: who can see the data. Two of them require an account. One does not.
The three link types, side by side
| Link | Looks like | Who can open it | What it exposes |
|---|---|---|---|
| The address bar | /app/sites/example.com/conversions/attribution?… |
Anyone with access to the site | Nothing on its own — it is a route, not a token. Pasting it works only for people who could already open the report. |
| Report link | /app/r/<token> |
Anyone with access to the site | Nothing beyond that. The token is a pointer, never a grant: it resolves under the recipient's own login and their own site membership. |
| Public share link | /app/shared/<token> |
Anybody holding the URL. No account, no login. | A read-only dashboard for the site, pinned to one view. Treat the URL itself as the credential. |
The one mistake worth avoiding. Report links and share links sit next to each other and read almost the same. A report link shown to someone without access shows them nothing. A share link shown to the same person shows them the dashboard. If you are not certain which you are creating, create a report link — the failure mode is a colleague asking for access, not a customer's analytics on the open internet.
Copying a link to what you are looking at
Every report has a Copy link control in the top bar. It offers three things:
- Copy link — the report exactly as you see it, with the dates frozen. This is the default, and the one to reach for when you are discussing specific numbers.
- Copy link with live dates — the same report, re-resolved every time it is opened: "last 7 days" stays last 7 days. Unavailable on a custom range, because there is no preset to keep up to date.
- Copy short link — saves a
/app/r/<token>bookmark, useful when the full URL is too long for a chat message. Short links are always pinned.
Why the two date modes exist
A link with no dates in it means "the last 7 days" — whenever it is opened. Sent on a Monday and read on the Friday, it shows a different week, and nothing on screen says so. So a copied link is always completed at copy time: either the dates you were looking at are written into it, or the preset is written into it. What never happens is a link that quietly means something different tomorrow than it did today.
Report days are UTC days. When your local date differs from the UTC date — late evening east of Greenwich, or early morning west of it — the copy confirmation says so, because "today" is then genuinely ambiguous.
What travels in a link
A copied link carries everything that decides which numbers you are looking at: the date range, the active view and segment, every filter chip, and any per-report setting such as the attribution model or the ecommerce tab. Open it anywhere and you get the same report.
When a shared link cannot be honoured
- No access to the site — the recipient is told which site it is and to ask a workspace admin for an invitation. The link keeps working; it starts working for them once they are invited.
- The view it pointed at was deleted — the report falls back to the site's default view and says so on the page. It never falls back to a wider scope without telling you.
- A setting the report no longer has — for example an attribution model that was renamed. The page falls back to its default rather than failing.
Managing saved links
Short links you have created are listed under Admin → View → Report links, with who made each one and when it was last opened. Public share links live under Admin → View → Share links, where they can be revoked. Revoking a share link is the only one of the three that actually takes access away, because it is the only one that ever gave any.