How do I share a report with a client?

There are two main ways to share an Ethos report with a client:

PDF

You can turn any client report (Impact Assessment, Portfolio Analysis, or Portfolio Proposal report) into a PDF. See "How do I create a report PDF".

Link

After creating a report, the report has a unique link you can share with clients or leads.

To get the link, navigate to the report you want. When viewing the report, click the "Copy" button at bottom right to copy the report's unique link. 

Send the link to a client from your email or any other method you'd like to use.

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