Home Customer Reconciliation How do I make this report Public so anyone with the link can view it?

How do I make this report Public so anyone with the link can view it?

Last updated on Apr 23, 2026

Short Answer: In ‘Share this report’, select ‘Public’, optionally copy the link, then click ‘Save’.

PreRequisites

  1. Be signed in to CleverBalance

  2. Have the ‘Share this report’ dialog open

Steps

  1. Open the sharing dialog.
    Click ‘Share’ to open the ‘Share this report’ modal.

  2. Select Public access.
    Under ‘Report access’, choose the ‘Public’ option.

  3. Copy the link (optional).
    Click ‘Copy link’ if you want to share it immediately.

  4. Save the changes.
    Click ‘Save’ to apply public access.

Troubleshooting

  1. Others cannot access the report via link
    Likely Cause: Changes not saved or outdated link used
    Action: Reopen sharing settings, confirm ‘Public’, click ‘Save’, and resend the link

  2. ‘Copy link’ does not work
    Likely Cause: Browser blocking clipboard access
    Action: Allow clipboard permissions or manually copy the link from the browser

Note: Public access allows anyone with the link to view the report without logging in—use this setting carefully.