Sharing & delivering reports

A live link gives a client an always-current view of their report that reflects the latest daily sync. It's ideal for stakeholders who like to check in between formal updates — they see today's numbers, not a snapshot from when you last hit send. Links are access-controlled, so only intended recipients can open them, and the same underlying report powers the link, the PDF and the scheduled email, so the three never diverge. Whoever opens the link can switch it between light and dark with the toggle in the top bar (their choice is remembered on their device); a PDF export always prints in light for readability regardless of the toggle. Because the link is live, you don't have to re-share it each month; the URL stays the same and the data behind it keeps refreshing.

Every share link is one of two kinds, and you pick it under Share as in the Share dialog. A Live dashboard lets your client choose the date range and the comparison period themselves, so they can look at last week, last quarter or last year without asking you. A Fixed report is locked to the report's own period and comparison, the way a PDF is. The client sees the period as plain text, and the lock is enforced on our side too: changing the address in the browser or requesting a PDF for another range still returns the report's own period. If the report uses a rolling period such as "Last 30 days", a fixed report rolls with it, the same way a scheduled report does. The AI summary is written once, in the app, for one period, and a shared link only ever shows that saved text. It never generates anything for the person viewing it, so opening a link costs nothing and every viewer reads the same words. Each summary remembers the period it was written for. On a live dashboard, as long as the client looks at that period they see the full summary; when they switch to another range it folds down to one line saying which period it describes, so a summary never sits under numbers it wasn't written about. In the app you see the same note with a prompt to regenerate for the current range. Present mode follows the same choice. Presenting a fixed report hides every control apart from Exit. Presenting a live dashboard keeps the date range and comparison pickers, because "what about last quarter?" is a question you will get in the meeting. In both, the summary can't be edited or regenerated, the edit and Ask buttons are hidden, and a red laser dot follows your pointer.

For clients who prefer an attachment they can file or forward, export a pixel-perfect, white-labelled PDF from the report header on demand. The PDF renders from the same report as the live link, so it carries the same widgets, numbers and AI summary — just frozen at the moment of export. You can also have a PDF attached automatically to a scheduled delivery, so the client gets a document in their inbox without anyone exporting it by hand.

Open a report and click Schedule to put it on autopilot. Choose a cadence — weekly, monthly, or a custom interval — set the send time, and add recipient email addresses. On each run CrunchJunkie emails a branded report on your chosen day, and the live link and the PDF show the report's latest numbers. You decide the payload: a live link, a PDF attachment, or both. The AI summary goes out as it is saved in the report: a send does not rewrite it, so regenerate it in the report when it should describe newer numbers. (A monthly copy gets its own summary, written for its month.) Pause or edit a schedule at any time; changes take effect on the next run. This is the core loop of the product — connect once, build once, and let the reports send themselves. If you keep one report per month instead of one that rolls forward, a monthly copy makes next month's report for you: on the day you pick, the report is copied with the month that just ended as fixed dates and a name like "Google Ads Report - September 2026". See Monthly copies under Reporting.

Everything that reaches the client can carry your identity instead of ours. On white-label plans (Starter and up), shared reports and PDFs drop CrunchJunkie branding and use your logo, name and brand colour — even the browser tab and link preview — and report emails go out under your agency's name (with replies routed to you). On Pro and up you can go further and host live report links on your own domain, for example reports.youragency.com. Setting it up takes four steps: 1) In Settings → White label → Custom report domain, type the subdomain you want to use (a subdomain like reports.youragency.com is recommended — you keep your main website exactly where it is). 2) CrunchJunkie shows you one DNS record to add. Go to your DNS provider — the company you registered the domain with, or wherever your DNS is managed (Cloudflare, GoDaddy, Namecheap, IONOS, and so on) — and add a CNAME record: Type = CNAME, Name/Host = your subdomain (e.g. "reports"), Value/Target = cname.vercel-dns.com. Save it there. 3) Back in CrunchJunkie, click Save, then Verify. DNS changes can take anywhere from a couple of minutes to a few hours to propagate, so if it doesn't verify on the first try, wait a bit and click Verify again. 4) Once it shows "Live", the SSL certificate (the https padlock) is issued and renewed automatically — nothing to install. From that moment, every shared report link and every scheduled report email uses your domain. A couple of tips: always use a subdomain (reports.youragency.com), not your bare root domain, so your website is untouched; and if you host DNS on Cloudflare, set that record's proxy status to "DNS only" (grey cloud) so the certificate can be issued.

You shouldn't have to chase a client to confirm they got their report. Every scheduled send is logged on the report's Delivery tab with its delivery status and whether it was opened, so you can see at a glance who has and hasn't engaged. If a report didn't land — a bounced address, say — you'll see it there rather than discovering it in a meeting. It turns "did you receive last month's report?" into something you can simply check.