Share, download and send

The report's top bar has the same three buttons as a dashboard, in the same order: Share, Download and Send. On a report that isn't saved, the main button is Save, and Send is an icon beside Download. On a Saved report, the main button is Send. The same three are in each report's menu on the Reports page.

Save it first

The link and sends always show the version you last saved. See Saved, unsaved and draft.

• Share opens before you save the report, but there is no link until you save it.
• Download works on a report that isn't saved too. The file is the report as it is now, marked Draft. See Download a Draft.
• Send on a report that isn't saved saves it and sends it in one step. See Send a Draft.

When you save it again, the link shows the new version at the same address. You never need to send a new link.

Share a report

Select Share. Sharing works the same way as on a dashboard: see Share and export dashboards for the full detail.

• People with access: your team always has access. Add people by name or email, with the client's contacts suggested. Each person shows when they last opened the report, or not opened yet.
• General access:

  Option	Who can open it
  Restricted (the default)	Your team and the people you've added
  contacts	Also every contact saved on the report's client. Only on a client's report
  Anyone with the link	Anyone with the link, without an email code. The dialog shows how many times it was opened

• People who open a Restricted or contacts report confirm their email with a 6-digit code first.
• With Notify by email, the people you add get an email from your Gmail with the link.
• With a custom domain, the link is on your domain.

Before you first save the report, the dialog says Save it first. and offers Save. You can add people now: Notify by email starts off, because the email links to the report and can go only after you save it. On a report with unsaved changes, the dialog tells you which version the link shows.

People you send the report to are added to its people with access, so the link in the email opens for them on a Restricted report.

Download

Select Download and choose a format. On a Saved report, the file is the version you saved, the same one your client sees. It's made on our side, so it can take a minute. A card in the corner shows the progress, for example Building the PDF… and Page 2 of 6, and the file downloads by itself when it's ready. You can keep working in the meantime, or select Cancel.

If you or a team member downloaded the report in the same format in the last hour, and nothing in it has changed since, you get that file at once. The notice says so: The same file you made at 3:42 PM: nothing in the report has changed since. Change the dates or edit it for a new one.

The cover, contents page, closing page, headers, footers and page numbers are in every format.

To download the PDFs of several reports, select them with their checkboxes on the Reports page, then select Download. Reports in the selection that aren't saved download as they are now, marked Draft.

Download a Draft

Download a Draft, or a report with unsaved changes, to review it offline or share it with your team. The file is the report as it is now, with the figures you see in the editor and your latest changes:

• The file name ends in (draft), for example Acme, October 2026 (draft).pdf.
• Every page has a Draft mark in the top corner, so a forwarded page can't be mistaken for the final report.

This download doesn't change what your client sees. Their link and every send still show the version you last saved. Each send keeps the PDF that went out: open it in Sent and scheduled and select PDF.

Send a report

Select Send. The email goes out from a team member's Gmail, like a briefing. The dialog is the same one a dashboard uses. In the first row, Send, choose Once or Recurring. The top right of the dialog says Creating for and the client.

If the report was already sent, or has a recurring send, a line at the top says so, for example Sent 2 times, last Nov 4. Select See all to open Sent and scheduled.

Compose

1. From: who it's sent from. It starts with you. You can choose a team member who connected Google.
2. To: add people by name or email. The client's contacts and your team members are suggested. Press Enter to add any other address. Select Cc to add people in copy. A report with no client suggests your team.
3. Subject and Message: type {{ or select Insert a field to add a field that fills in when the email goes. See Fields.
4. Template: the small Template: menu on the right of the Message label fills the subject and the message. A send of a report starts on Report ready: a short note with the report's summary and its link. Choose another template, or Start blank (no template). When you edit the message, the menu says Custom.
5. To have Dash write the message, type what you want in the bar under it, such as "make it shorter" or "mention the leads". On an empty message, it's Write with Dash. On a written one, it's Rewrite with Dash.
6. Attach: PDF attaches the report. Link puts the report's link in the email. Both are on by default.
7. Select Next to see the email as your client gets it. Select Send test to me to get a copy first.

If the sender's Google account isn't connected, the From list says so. To connect it, go to Settings › Authorized access.

Report sends count toward your team's limit of 500 client emails in 24 hours. See The daily limit.

Fields

Send once

On a Saved report, select Send. The dialog asks you to confirm, then the report goes. The editor tells you when it's delivered.

You can send a report more than once.

Send a Draft

When you send a report once, the send also saves it if it isn't saved. This applies to a Draft and to a report with unsaved changes. Its figures stop updating, and your client gets it as it is now. If you saved it before, your client gets this version in place of the earlier one.

The last button is Save and send, or Save and schedule when you send it later. Select it. The dialog asks Save it and send it as it is now? Select Save and send again.

To save a report, you also need the permission to edit reports. Without it, the dialog tells you that the report must be saved first.

When you save a report again after you sent it, it doesn't go out again on its own. The Saved notice offers Send the corrected version, which opens Send with "Corrected:" at the start of the subject.

Send every month

An agency doesn't send the same report every month. It sends the client a new report each month, made from last month's with New report from this. A recurring send works the same way: it follows the report's series, and each time it sends the report for the period that just ended.

To set one up, select Send, then Recurring. Write the email as for a single send, then go to Schedule.

When to send

• On a date: choose Weekly or Monthly, the day, the time and the timezone. A new report send starts on the 3rd of each month at 09:00. The dialog shows the next send, for example Next: Dec 3, 9:00 AM, with the November 2026 report.
• As soon as it's saved: each period's report goes the first time someone saves it.

Select Schedule briefing.

Which report goes

On a monthly send, the report for the month before goes. A send on December 3 sends the November report. On a weekly send, the report for the Monday-to-Sunday week before goes.

The report must be in the series and saved. A schedule never sends a report that isn't saved.

When the report isn't ready

If that period's report isn't saved yet, or doesn't exist yet, nothing is sent. The send shows Waiting for the report, and the person who made the schedule gets an email that says which report it waits for. Needs your attention on Home shows it too, with one button:

• Open the report, when the report exists
• Create the {month} report, when it doesn't. This opens New report from this on the last report.

Under If it isn't ready by then:

• Send it as soon as it's saved (on by default): the report goes when someone saves it. When they select Save, the Save this report? dialog tells them that it also sends the report, and to whom. If nobody saves it within 10 days, the send shows Skipped, and the next month goes as usual.
• Turn it off to skip that period: the send shows Skipped, and the next period goes as usual.

Reminder

Remind is on by default, 2 days before the send date. If that period's report isn't saved by then, an email goes to you and to the person who last edited the report. Choose how many days before, or turn it off.

Approval

Your team's approval policy for briefings doesn't apply to report sends. Saving a report is its review, and the Save this report? dialog tells you when saving it also sends it.

Series

• New report from this continues the series. A recurring send finds the new report when its period comes.
• Create report and Duplicate report start a new series.

Sent and scheduled

Open the menu (⋮) and select Sent and scheduled, or select See all in the Send dialog. It has two tabs.

Scheduled lists the recurring sends of this report's series. The menu of each one has Send now, View history, Edit, Pause (or Resume), and Delete briefing.

Sent lists every time the report was emailed, newest first: the subject, who it went to, who sent it, when, and what happened:

Select a send to see the exact email that went out. Each send keeps the PDF exactly as it went out: select PDF to download it. If you edit the report later, the file your client got doesn't change. We keep a sent PDF for two years. After that, the send is still listed, without the file.

Delete a report

Open the menu (⋮) and select Delete report. Its link stops working for everyone right away. The record of what you sent is kept.

Next steps

• Briefings
• Clients and contacts
• Custom domain