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Open a report and go to Sharing & Export — “Share and export ‘Report name’”. A share link gives someone the report without a Surnex account. They see the report; they get no access to the project or anything else in your organization. Two optional settings before you create it: Create the link and it appears under Active Links. Copy it with the copy icon.
The default is Never expires with no password. Anyone who obtains the URL — forwarded, pasted into a shared channel, left in a browser history — can read the report indefinitely. For anything client-confidential, set both a password and an expiry.
Choose an expiry that matches the report’s life. A monthly report is stale after a month; a 30-day expiry means an old link stops working on its own rather than quietly serving current data to someone who left the account a year ago. Remember that a share link shows live data for the report’s date range, not a snapshot of when you shared it. If the range is a fixed month, the figures settle once that month closes. If it’s a rolling range, the recipient sees a report that keeps changing. Every live link is listed, each with:
  • Copy link
  • Revoke — confirmed with “Anyone with this link will no longer be able to access the report. This cannot be undone.”
Revoking is immediate. Create a new link if you need to re-share. Empty state: No active share links — “Create a link above to share this report”. Review this list periodically. Links created without an expiry accumulate, and the list is the only record of who could still be reading.

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Export

Two formats, both under Export: PDF — “Print or save a snapshot”. This is the genuine snapshot: unlike a share link, a PDF captures the numbers as they are now and won’t change afterwards. Use it when you need a record of what was reported, or when the recipient wants a file rather than a URL. CSV — “Download raw data”. The underlying figures rather than the layout, for anyone who wants to work with the numbers themselves. Starting an export confirms with “CSV export started”.

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Choosing between them

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Deleting the report

Deleting a report permanently removes its share links. Recipients get a not-found page with no warning, so revoke deliberately rather than by deleting.