How can I tell whether a client has viewed a report?

Check the viewing status shown alongside the shared report’s details. This helps you follow up with your client.

The status updates automatically and shows how many times the report has been viewed. The example below shows a report that the client has not viewed yet:

This is how the status appears after the client views the report:

Note: views from you or members of your team opening the shared link do not count as client views.

If you have any questions, contact our support team.

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