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Agency

Share reports with clients

Public, read-only snapshot report links for client meetings and updates

Every property's snapshot report can be shared as a public, read-only link. No login is required for the client. The shared page renders the full report: visibility, per-prompt results, sources, competitors, gaps, and sentiment.

Open the property's snapshot report

The share affordance appears once the property's first snapshot has landed.

Each property has one canonical share link. Copy it directly, or send it from Heading by email with an optional note. Replies go to your address.

  • It does not expire. The same link keeps working until you revoke it, so it's safe to pin in a client's channel or deck.
  • It always shows the latest snapshot. When a newer snapshot lands, the shared page updates; it never becomes a stale artifact.
  • It is revocable. Owners and admins can revoke the link at any time; revoking mints nothing new until you share again.
  • It is read-only and self-contained. No navigation into your dashboard, no team data beyond the report.

White-label framing

With the agency add-on active, shared reports carry your branding and no Heading attribution. Clients see your tool, not ours. Without it, the report carries standard Heading framing. See White-label setup.

Before a client meeting, open the link yourself first. The report always reflects the latest snapshot, so check for anything unexpected (large visibility changes, new competitors) before presenting.