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. 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.

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 pulls fresh data, regenerates the Crunch AI summary from the latest numbers, and emails a branded report on your chosen day. You decide the payload: a live link, a PDF attachment, or both. 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.

Everything that reaches the client can carry your identity instead of ours. Under Settings → Branding, set your logo, brand colour, and the sender name and address that scheduled emails go out from, so reports look like a product your agency built. On eligible plans you can go further and host live report links on your own domain (for example, reports.youragency.com): add a CNAME record at your DNS provider, verify it in CrunchJunkie, and the platform issues and renews the SSL certificate automatically. From the logo on the page to the URL in the address bar, the experience is yours end to end.

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.