# Generate and share a client report URL: https://useembers.com/help/reports-and-workspaces/client-reports/ Category: Reports and workspaces Plan: Solo and above Updated: 2026-10-25 Last verified: 2026-10-25 > Freeze a reporting period into a report, share it as a public link or a PDF, and see what each section of the report counts. A client report freezes one reporting period into a page you can send to someone without an Embers login. The numbers are fixed when you generate it, so last month's report still says what it said last month. > **Warning: Solo and above** > > Reports need Solo or above, including the [free trial](/help/account-and-billing/free-trial/). Any member of the workspace can generate, share, regenerate, and delete them. A scheduled weekly report is part of the Agency plan. ## Generate and share a report ### Open Reports Reports is not in the sidebar. Open the command palette with `⌘` `K` (`Ctrl` `K` on Windows) and choose **Reports**, press `g` then `r`, or go to `/reports`. ### Start a report Choose **Generate report**, or press `n` on the reports list. ### Name it and pick a date range **Report title** is optional. Leave it blank and Embers names it, for example "LinkedIn Report - Last 30 Days". For **Date range**, pick last 7, 14, 30, or 90 days, this month, last month, or a custom start and end date. Dates resolve in the workspace owner's timezone. ### Generate the snapshot Choose **Generate**. The snapshot usually takes a few seconds, and the row moves from generating to ready. ### Share it **Share** on the list, or **Copy share link** inside the report, copies a public link at `/r/` on the app. **Export PDF** downloads a PDF. ## What the report contains The header shows your primary Own profile, the title, and the dates. Below it, every section counts activity inside the date range: - **Summary metrics.** Total engagements, unique engagers, ICP-matched engagers, ICP match rate, posts, and average engagement per post. Total engagements and unique engagers are compared with the previous period of the same length. - **Pipeline outcomes.** Leads contacted, replies, meetings, opportunities, and customers recorded in the period, with deal values and a split by the signal source that found each lead. - **Your comments.** Engagement on the comments you left on other people's posts, when Embers has [read your comments](/help/signals/comment-engagement/) in the period. - **Engagement trend and composition.** A daily chart of total and ICP engagement (up to 90 days), and a count per engagement type. - **Top leads.** Up to 10 ICP-matched people who engaged in the period, ranked by [lead score](/help/leads/how-scoring-works/), with headline, company, trend, and top signals. - **Repeat engagers.** Up to 10 people who engaged with two or more of your posts or comments. - **Post performance detail.** Your five posts with the most engagement. - **Comments.** Your five comments that pulled in the most engagement. - **Watchlist engagement** and **Keyword signals.** Shown only when [watched profiles](/help/signals/watchlist/) or [keyword tracking](/help/signals/keyword-tracking/) are running for the workspace. - **Watched profiles.** One row per profile the workspace watches, your own first, then the rest by follower count: followers and their change over the report's dates, posts per week, engagement per post (reactions, comments, and reposts), engagement rate, engagers read, and ICP engagers. It shows whenever the workspace watches a profile, even when the period brought no ICP engagers, so it is where a client sees their own profile beside the competitors you watch for them. Each number means what it does in [profile stats](/help/signals/watchlist/#profile-stats), including the limits: engagers read is a floor on big posts, follower history starts when profile stats launched, and a profile Embers started watching after the report's start date is counted from that date. A report generated before profile stats launched does not have this section until you regenerate it. The report shows your own profile, not an agency brand. The PDF carries the Embers logo at the top and a "Generated by Embers" footer. ## What happens after you share it - **Views are counted.** The reports list shows each report's view count. Each visitor counts once every 30 minutes, so reloading the page does not add views. The first time someone opens the link, Embers emails the workspace owner. - **Regenerate** rebuilds the snapshot for the same dates, for when a scan landed after you generated. The link does not change. - **PDF fallback.** When the PDF renderer is unavailable, Embers opens your browser's print dialog instead. Print to PDF from there. - **Delete** removes the report and the link stops working at once. To revoke a link, delete the report and generate a new one. - **Webhooks.** Generating or regenerating a report sends a `report.generated` event to your webhook endpoints. See the [webhook event types](/help/integrations/webhook-payload-reference/#event-types). On the Agency plan, a client workspace can also generate a report automatically every week covering the last seven days, and share a live lead page alongside it. See [run client workspaces on the Agency plan](/help/reports-and-workspaces/agency-workspaces-and-client-feeds/#weekly-reports) and [share a branded lead feed with a client](/help/reports-and-workspaces/share-a-client-lead-feed/). ## Troubleshooting - **The report is thin or empty.** The date range covers a quiet period, or your agents had not scanned yet. Check the range on the [Dashboard](/help/leads/dashboard/) and regenerate. - **A lead you expected is missing from Top leads.** The section only lists ICP-matched people who engaged inside the range, and stops at 10. [Correct the ICP match](/help/leads/icp-matching-and-feedback/) if Embers got the fit wrong, then regenerate. - **The report shows Failed.** The snapshot could not be built. Generate a new one. - **The PDF did not download.** Embers fell back to the print dialog. Print to PDF from the browser. ## Related - [Run client workspaces on the Agency plan](/help/reports-and-workspaces/agency-workspaces-and-client-feeds/): One workspace per client, with weekly reports. - [The dashboard](/help/leads/dashboard/): The live numbers a report freezes. - [Webhook payload reference](/help/integrations/webhook-payload-reference/): What the report.generated event carries. ## Frequently asked questions **Does a shared report keep updating?** No. The data is frozen when the report is generated. Regenerate rebuilds it for the same dates, and the link stays the same. **Does the person opening the link need an Embers account?** No. The share page is public. Anyone with the link can open it and export it as a PDF. **Can I put my own logo on a report?** Not today. Reports show your own profile and carry Embers marks in the PDF. Agency branding applies to the shared lead page and the weekly report's title.