Unlike static snapshots, shareable reports pull **live data** every time someone opens them. You control exactly what the viewer can see and do.
Creating a Shareable Report
Open any report on the Creative Analytics page
Click the Share button in the top-right corner
A drawer opens with two tabs: New Share and Manage Shares
New Share tab
Fill in the following sections:
Report Details
Title — Pre-filled from your report title. You can change it to something client-friendly
Public description — Shown to the viewer when they open the report. Use this to add context like campaign name, date range, or any notes
Internal description — Only visible to your team in the Manage Shares tab. Never shown to external viewers
Access Settings
Read-only toggle — When on, the viewer sees a fixed snapshot of dates and metrics. When off, the viewer can change dates and metrics within limits you set
Password — Type a custom password or click Generate for a random one. Share this password with your client separately
Date Limits (only shown for interactive reports)
Toggle Limit date range to restrict which dates the viewer can pick
When off, the viewer can choose any date range
Metric Limits (only shown for interactive reports)
Toggle Limit metrics to restrict which metrics the viewer can see
Click Use current to pre-fill with the metrics currently on your report
When off, the viewer can choose any available metric
Comments
Comments are enabled by default, allowing external viewers to leave feedback directly on the report
Once configured, click Create & Generate Link. Copy the link and share it along with the password.
Managing Existing Shares
Switch to the Manage Shares tab to see all shareable reports created for the current report.
Each item shows:
Title and internal description
Creation date
A copy button for the shareable link
A delete button to revoke access
Deleting a shareable report immediately invalidates the link — anyone trying to open it will see a "Report Not Available" message.
Viewing a Shared Report (External Viewer)
When someone receives a shareable report link:
They open the link in any browser — no Upspring account needed
If a password is set, they enter it to access the report
The report loads with live data from your ad account
Read-only reports display fixed dates and metrics. The viewer can browse the charts and table but cannot change any parameters.
Interactive reports let the viewer:
Change the date range (within the limits you set)
Switch metrics (within the limits you set)
Data refreshes automatically when they adjust these
Comments — If enabled, the viewer can open the comments drawer and leave feedback with their name. You'll see these comments the next time you open the Manage Shares tab.
Security & Privacy
Passwords are securely hashed and never stored in plain text
Access tokens expire after 24 hours, requiring the viewer to re-enter the password
Date and metric limits are enforced on the server and cannot be bypassed
Internal descriptions are never visible to external viewers
Deleting a share instantly revokes all access
FAQ
What’s the difference between a shareable report and a snapshot?
Snapshots freeze data at a point in time and store it as a static file. Shareable reports fetch live data every time someone opens the link, so the viewer always sees the latest numbers.Can I update a shareable report after creating it?
You can update the title and public description from the Manage Shares tab. To change access settings or limits, delete the existing share and create a new one.What happens if I delete the original report?
The shareable report will show a "Report Not Available" message since it can no longer fetch data.Can multiple people use the same link?
Yes. Anyone with the link and password can view the report. Each viewer gets their own independent session.Do viewers count toward my account’s user limit?
No. External viewers don’t need an Upspring account and don’t count toward your plan’s user limit.