Back to guides
Optimization3 min

Sharing and Exporting Reports

What you'll need

  • At least one completed model run
  • Your brand logo and color (optional, for white-labeling)
1

Go to Reports

Open the Reports page. You will see a list of all completed model runs.

Go to Reports page
2

Open the share dialog

Click the share icon on the run you want to share.

Click share icon
3

Set link expiry

Choose how long the link stays active: 1 day, 7 days, 30 days, 90 days, or never. Shorter expiry is safer for sensitive data.

Set link expiry
4

Add a password (optional)

Enable password protection and set a password. Recipients will need to enter it before viewing the report.

Add password (optional)
5

Configure white-label options

Upload your logo, set your brand color, and enter your company name. The shared report will show your branding instead of Spendmix.

White-label options
6

Create and copy the link

Click Create Share Link. The link is copied to your clipboard. Send it to your stakeholders via email, Slack, or any channel.

Copy share link
7

Export as PDF

To get a static file, click Export PDF on any results page. A print-optimized view opens. Use your browser print dialog to save as PDF.

Export PDF view

Next step

Inviting Your Team