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How to send a client a report link

Create a secure, PIN-protected link to a project's locked reports and hand it to your client, straight from the Project Reporting dashboard.

PIN protected You set the expiry Only locked reports go out
ProjectCharlo CPS
TitleSend a report link to a client
Contactai@charlo.com.au
RevA
StatusIssued for use
Sheet1 of 1
Section 01 · Walkthrough

Six steps to a link in your client's inbox.

Charlo builds the link, the PIN and the email. You set who it goes to, check it, and press send. Only locked reports are ever shared.

01Open Organisation settings

Start on the organisation's card and open its settings.

  • Go to the Project Reporting dashboard and find the organisation's card.
  • In the card header, click Organisation settings.
WhereThe button sits in the top right of the organisation card, next to Customer link.
FIG 01Organisation card with the Organisation settings button highlighted in the header
Organisation settings sits in the card header.

02Add the client's email

Set who the reports should go to.

  • Under Customer report recipients, add the client's email in Email addresses.
  • Use + Add another email for more than one person.
  • Click Save settings.
WhyCharlo needs a recipient before it can build a link. Set it once and every link for this organisation uses it.
FIG 02Organisation settings with the customer report recipient email address filled in
Add the client's email, then save.

03Open the link dialog

On the organisation card, start a client link.

  • Find the organisation card on the Project Reporting dashboard.
  • Click Customer link in the card header.
  • The Charlo report link dialog opens and shows the recipients you set.
CheckThe dialog lists the recipients from settings, so you can confirm who will receive it before you create anything.
FIG 03The Customer link button on an organisation card header, ready to click
Customer link sits in the organisation card header.

04Set the expiry and create the link

Choose how long the link stays live, then create it.

  • Set Link expiry in days. Anywhere from 1 to 90, with 28 as the default.
  • Click Create customer link.
  • You'll see Customer link created.
SafeWhen the link expires it stops working. Come back any time and click Create new link to issue a fresh one.
FIG 04The Charlo report link dialog with the link expiry field and the Create customer link button
Set the expiry, then create the link.

05Copy the link and PIN

Your client needs two things: the link and a 6-digit PIN.

  • Under Charlo report link, click Copy to grab the URL.
  • Under PIN code, click Copy to grab the PIN.
  • Send the PIN on a different channel from the link, so the two never travel together.
WhyYour client enters their email and this PIN to open the reports. Keeping the PIN separate keeps the reports private.
FIG 05The result panel showing the report link and PIN code fields, each with a Copy button
Copy the link and the PIN from their own fields.

06Send it to the client

Let Charlo write the email, then send it from your own inbox.

  • Click Copy & open email. Charlo copies a tidy, branded email and opens a new message to your recipients with the subject filled in.
  • Paste the body in. Your normal signature stays in place.
  • Read it over and send. Prefer to write your own? Use Copy styled email for just the branded body, or copy the link and PIN by hand.
You're the pilotCharlo drafts and assembles the send. Nothing leaves your inbox until you press send.
FIG 06The Copy and open email and Copy styled email buttons below the link and PIN
Copy and open email drops it straight into a new message.
Section 02 · More help

Find guides any time.

WhereThe Help button sits in the bottom-left corner of Charlo CPS.
WhatIt opens the How-To Library, with short guides for everything Charlo can do.
AskStuck on your own work? Send a real example to ai@charlo.com.au.