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Audit and up

Reports, PDFs and share links

Find every audit, memo and research brief in one list, download or print them, and share your scores with a link you can turn off.

Who it's for

Reports, PDFs and share links come with the Audit, Growth and Managed plans. Use them when you want to keep a copy, print one, or show your scores to someone outside your account.

How to use it

  1. Open Reports. Click Reports in the left menu. You see each audit, memo and research brief for your business, grouped by month, newest first.
Reports page listing audit results and a 90-day memo under one month, each with a PDF buttonReports page listing audit results and a 90-day memo under one month, each with a PDF button
  1. Download a PDF. Click PDF on any row. You can also click Download PDF at the top of an audit page or a memo page. On the dashboard, the Download PDF link under your score gives you a progress report. It holds your score and your next moves.
Dashboard score card with the Download PDF link for the progress report under the buttonsDashboard score card with the Download PDF link for the progress report under the buttons
  1. Print a memo. Open a memo and click Print, next to Download PDF. Your browser's print window opens, so you can print on paper or save the page.
Top of a 90-day memo page with the Download PDF and Print buttons side by sideTop of a 90-day memo page with the Download PDF and Print buttons side by side
  1. Share your scores. Open an audit and find the card called "Share (scores only)". Click Create share link. The link shows once, in the message at the top of the page. Copy it right away. We keep only a scrambled copy, so we can't show it to you again. If you lose it, make a new one.
Share card on an audit page with the Create share link button and the note about scores onlyShare card on an audit page with the Create share link button and the note about scores only
  1. Stop sharing. In the same card, each link you made is listed with its date. Click Revoke next to a link. From then on, the link shows a "not found" page. You can't undo this, but you can make a new link.
Share card listing one share link with its creation date and a Revoke buttonShare card listing one share link with its creation date and a Revoke button

What you'll see

Reports is the place to find last month's report. Each row opens the full page, and the PDF button saves a copy. Only people signed in to your account can open these pages and PDFs.

A share link is the one way to show your scores to someone outside your account. It opens a public page with your business name, the overall score, the category scores and the audit date. The person doesn't need to sign in, and they can download that page as a PDF. They don't see check results, proof, fixes or memos. Search engines are told not to list the page.

Reports page grouped by month with the audit, memo and PDF buttonsReports page grouped by month with the audit, memo and PDF buttons

What it doesn't do

  • Research brief PDFs come with Managed only, since the briefs are a Managed feature.
  • A share link covers one audit. It never shows the memo or the full results.
  • If your plan ends, links you already made keep working until you revoke them. You can't make new ones without a plan.

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