Everything you need to know about building client-facing 'Share URL' reports in the Custom Report module and how you can make wrap reports a breeze.
Best Practices 🌻
Templates
No need to create the same reports time and time again. Templates offer a way to standardise ways of working and save you time especially if some metrics and components are consistent between reports being created on a frequent basis. Create 1 x Template for each use case.
Customisation
Add flair and colour with a cover image and logo. Include text in the summary box with any important campaign information or highlights to call out. 
Generate a 'Share URL'
Circulate a public link to the the complete Custom Report with anyone externally.
Re-name components for clarity
Update the name of components in line with naming conventions for consistency.
Apply Filters
Isolate the results of a component to specific criteria based on Date Range, Post and anything pertaining to the data source, ie. Line Item, UTM, Creative Name etc.
📍 frequently used filters and names applied to components can be added directly to your Template.
Report Components 📊
Number & Chart Widgets
The standard format of Custom Reports includes up to 4 ‘highlight’ metrics across the top followed by components that are composed of chart widgets (Table, Line, Bar, Pie, Pivot)
📍Learn more about the 'data admin' permission and how you can create report components specific to your reporting use cases.
Custom Component
This is a 'catch all' type component useful for inserting extraneous information including images/screenshots, commentary and external reporting data. Some use cases include, providing relevant historical 'benchmarks', metrics 'definitions', commentary and/or data from another amplification channel.
Inspiration 🏞️
'Share URL' Reports
These sample reports demonstrate the types of 'Share URL' reports you can build for your clients or for your content business stakeholders:
Display Only Campaign Example: New York Times + Intuit
Branded Content Report: USAToday + Destination British Columbia
Paid Social Campaign: Narcity Media + Old Navy
Affiliate Program Report: Glacier Media + Multiple Merchants
'Share Summary URL' Reports
For all custom reports that contain native content URLs, create a snapshot of performance, including up to 4 x highlight metrics and full page screenshot of the article content. This is a great way to show off content while also giving clients a look at the performance metrics they care about most.
As the recipient scrolls down the page, your selected metrics will show up in the left and right margins.