Email a Report to a Client

This feature requires Manager user level or higher.

You can email a campaign or Automation workflow report to a client or collaborator from the Reports page in your account by following the steps below:

  1. Navigate to the Reports page.
  2. Click on the campaign or Automation workflow you want to work with.
  3. Click the Share link on the Report Overview screen.
    Select Share link on report
  4. On the Share report screen, type the email address you want to send the report to in the email report to.... field. If you need to send to multiple clients or collaborators, separate addresses with a comma. MailChimp protects your report by automatically generating a password that sends with your report email. Your client or collaborator will need this password to access the report.
    Share report password with recipients
  5. Click the Send Report to send to your report.

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