Reports and live links
Show your work to a manager, board, investor or client, and on LinkedIn.
Reports turns your workspace into something you can hand to someone else. Choose who reads it and they see only what suits them. The workspace owner and editors can make reports; collaborators cannot.
| Reader | What they see |
|---|---|
| Manager | Everything: numbers, forecast, decisions with their notes, and what is next |
| Board | Numbers, forecast and results; no working notes |
| Investor | Numbers, forecast and measured results only |
| Client | Numbers, decisions with notes and what is next; no forecast |
Making a live link
- Who reads it.
- How long it lasts: 7, 30 or 90 days, or until you withdraw it.
- A label, so you know which link went where.
- How many times it was opened, and Withdraw to stop it at once.
PDF and Word
Each reader has PDF and Word buttons: a file you attach to an email.
Live link
A read-only page that stays current. No account needed to open it. Copy it when it is made: it is shown once.
Your name on reports
On Pro and Scale, the owner can put an agency or company name and a PNG logo in place of UpgradIQ.
Your public record
Switch on a public page with a handle of your choice. It lists your finished Sprints and how much each moved, in percentages, marked verified by UpgradIQ. Company names and figures are never shown, and Switch off takes it down at any time.
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