> ## Documentation Index
> Fetch the complete documentation index at: https://docs.surnex.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Share a report

> Publish a shareable link, or export the report as PDF or CSV.

Open a report and go to **Sharing & Export** — *"Share and export 'Report name'"*.

## Share links

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.

### Creating a link

Two optional settings before you create it:

| Field        | Options                                        | Default       |
| ------------ | ---------------------------------------------- | ------------- |
| **Password** | Any password, or blank                         | None          |
| **Expiry**   | Never expires, 1 day, 7 days, 30 days, 90 days | Never expires |

Create the link and it appears under **Active Links**. Copy it with the copy icon.

<Warning>
  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.
</Warning>

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.

### Active Links

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.

## 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"*.

## Choosing between them

| Situation                                    | Use                                                |
| -------------------------------------------- | -------------------------------------------------- |
| Client wants a monthly deliverable           | **PDF**, or [automated email](/reports/automation) |
| Stakeholder wants to check progress any time | **Share link** with a password                     |
| Someone wants to analyze the numbers         | **CSV**                                            |
| You need a record of what was reported       | **PDF** — the only true snapshot                   |

## Deleting the report

Deleting a report [permanently removes its share links](/reports/settings). Recipients get a not-found page with no warning, so revoke deliberately rather than by deleting.