All guides, by feature
Share a custom report with a client
Tick the client under Client Visibility and save. The report appears under Reports in their portal.
Before you start
- Who can do this
- Agency Owner or Admin
- You need
- The client has a contact with a portal login.
- Reports is switched on for the client in Settings › Client Navigation.
- Where in Orbit
- Sidebar › Workspace › Reports
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open View Reports from your Dashboard’s Quick Links, and press Edit on the report.
If the table holds more than one client’s data, set the under Data Source.
Under Client Visibility, tick each client who should see it, or press Select All.
Press Run Preview to check the rows, then press Update Report.
When it worked
The [[Shared With]] column lists the client. They find the report under [[Reports]] in their portal, marked “Built by your agency”.
If something goes wrong
Orbit showsNo clients available. Create clients first to share reports with them.
Add the client in Clients first.
Your client can’t find the report.
Check they’re ticked under Client Visibility, and that Reports is switched on for them in Settings › Client Navigation.
Your client sees rows that aren’t theirs.
Set a Client Filter Column, or rebuild the report on a source that holds only their data, then press Update Report.
You want to stop sharing it.
Untick the client under Client Visibility and press Update Report.
How it works
Prevention: Share a custom report without exposing other clients’ data
When a client opens a shared report, Orbit filters its rows by the Client Filter Column. With No filtering, they see every row the query returns, including other clients’ rows if the table holds them.
- Build a client’s report on a connection, account or table that holds only that client’s data.
- If the table mixes clients, set Client Filter Column. Orbit keeps only rows where that column holds the client’s ID in Orbit, so it works only on tables that store Orbit’s client IDs.
- Check the Client Filter Column before you tick a client to share a report with.
- Press Run Preview and check every row belongs to that client before you share.
- Share each report only with the clients whose data it holds.
Explainer: What your client sees, and what stays with your team
Your client sees the Performance view in their portal, AI reports you’ve approved, and custom reports you’ve shared. Creative Score, Sales, BI dashboards and Pacing are for your team only.
| What | Client sees it? | Where |
|---|---|---|
| Performance view | Yes | Their portal’s Dashboard, opening on the last 30 days with no filters |
| Sales, Creative Score, BI dashboards | No | Agency only |
| AI reports | Once approved and sent | Documents, and Recent documents on their Dashboard |
| Custom reports | If you share them | Reports |
| Pacing | No | No portal page |
| Your range, filters and comparison | No | They change only your view |
- The strip above each view says which it is: “This is the report {client} sees in their portal.” or “Agency only.”
- The client’s reporting goal decides which metrics their Performance view shows.
- A portal page shows only while it’s switched on for that client in Settings › Client Navigation: Documents for AI reports, Reports for custom reports.