Send the report, then let it send itself

1. In the editor's right-hand rail, press Publish report. The Share & publish panel opens.
2. Under Download → Formats (choose one or more), tick PDF, PowerPoint, PNG or HTML.
3. Choose Pages (All pages, This page or Specific pages, such as 1-3, 5) and a Quality.
4. Press Export.

For PowerPoint, PowerPoint charts lets you choose: As designed (charts look exactly like the report, as editable shapes) or Editable in PowerPoint (charts you can restyle and whose data you can edit in PowerPoint). A chart PowerPoint cannot draw the same way stays as designed, and the download names it.

To send the numbers too, tick Attach data workbook (.xlsx).

1. In Share & publish, open Share a link.
2. Under Who can open it, choose:
   • Anyone with the link: they also need the Password you set. Available on every plan.
   • Only people you invite: type emails, or a whole company such as @yourcompany.com, and press Invite. People from outside confirm it is them with a code sent to their email; people in your workspace can open it too. Paid plans.
3. Optionally set Expires (24 hours, 7 days, 30 days or Never; paid plans).
4. Press Create share link, then Copy link.

Published reports are private by default. Anyone-with-the-link sharing without a password or sign-in is not available yet; it will open once its release review is complete. Until then, Anyone with the link always needs the password, or you invite people.

Every published report sends noindex, nofollow, noarchive, so search engines are asked not to index it. Changing access later cannot instantly remove a URL a third party already holds. Reports from a workspace without a paid plan show a small “Made with Rahoto” mark.

Paid plans add more ways in for a scheduled web report: Workspace (anyone signed in to your workspace) and SSO (your company sign-in, on plans with SAML SSO). Larger plans add rules that show each reader only their own rows. See pricing for which plan includes what.

1. In Share & publish, under Automate, press Set up automation.
2. Basics: name it. Output: pick the formats.
3. Schedule: turn on Enable schedule and choose a Trigger type. For a monthly report choose Cron and the 1st of month preset. Other choices include Interval, One-time, On Publish, Data Change and Manual.
4. Delivery: press Add Target and choose where it goes (see below).
5. Press Create publication.

Before the first real send, use Dry run on the Publications page to build the report without delivering it. Run now sends it straight away.

Each run uses fresh data from datasets set to refresh (see How do I keep the numbers up to date?). How often a schedule may run, and how many reports can be on a schedule, depends on your plan; a schedule that runs more often than your plan allows is flagged, not silently accepted.

• Email: the report attached or as a link, with an optional Personal note. You can see who opened it and clicked.
• Slack and Teams: a post in a channel.
• Web Publish: a web link that updates on every run.
• Google Drive, S3 Drop and SFTP: the files saved to a folder, bucket or server.
• Webhook: a message to your own system when a run finishes.

Web Publish is on every plan; the other channels come with every paid plan.

Yes, with Audiences (paid plans). Add an audience, then for any item or page choose whether that audience sees it as Shown, Hidden or Redacted. Turn on Each recipient sees only their own rows to give, for example, each region manager just their region. Use Viewing as to check what an audience will see.

1. Open Publications in the left-hand menu and open the publication.
2. Run History lists every run and whether it worked: for example Delivered with warnings, Held for review or Failed. Open a run for the details.
3. Delivery & engagement shows how many email recipients opened and clicked.

Changed a setting and regret it? Version history → Roll back returns the publication's settings (not the report's content) to an earlier version.

Preflight looks at every page: text that does not fit, images that are too low resolution, charts with no data, contrast and similar. These are advice. They never stop a download, share or delivery; you see Released with … preflight notes and can press Review preflight or Fix with AI.

A small number of safety checks do stop a release, and say why: for example when an audience would see rows it should not, when a file is too big for the channel, or when the report has more pages than your plan can export. Problems with the data itself, such as a source that could not refresh or a broken binding, follow the publication's failure setting (see If something goes wrong).

By default, a scheduled run is also held when the text no longer matches the numbers or a column changed (Hold only on findings). A held run waits under Held for review until you press Approve & deliver or Reject run.

A custom domain comes with every paid plan: all your web reports on your own address, such as reports.yourcompany.com, each at its own page (reports.yourcompany.com/q3-business-review). Plans count addresses, not reports.

1. Go to Settings → Web address (owners and admins).
2. Type the address you want and press Continue.
3. Rahoto shows two records to add where your domain is managed: a TXT record that proves the address is yours and a CNAME that sends readers to your reports (a main domain without “reports.” takes an A record instead). If someone else runs your domain, press Send these steps to whoever runs your domain to copy a ready-made message.
4. Press I’ve added them. Rahoto keeps checking, sets up the secure certificate, and tells you when the address is live. You can close the page meanwhile.

The bare address shows a simple page with your logo and never lists your reports, unless you choose one report to show there. Each report keeps its own access rules, and changing a report's page name keeps the old link working. Old Rahoto links send readers to the new address. During a trial you can choose the address; it turns on when the paid plan starts.

Yes, on paid plans. Turn on embedding in the web link's access policy, then press Copy embed code on the publication. The copied code works for one hour; for a lasting setup, your developers create a short-lived access token for each viewer from your own system.

• A run failed. By default, recipients get the last good edition, marked with its date (Send the last good edition), so nobody receives a broken report. Open the run in Run History to see why.
• A run is Held for review. Open it, check the findings, then press Approve & deliver or Start corrected run.
• Deliveries stopped after a colleague left. When a report's owner leaves the workspace, its scheduled sends pause and owners and admins are told. On Publications, an owner or admin presses Transfer report, picks a current editor under Transfer to and confirms with their password. Deliveries resume and nothing is deleted.
• A note says a number is cut off at a frame edge. New data made a figure longer than its box. Widen the box or shorten the text; the report still goes out.
• The custom address is not live yet. Records can take up to an hour to show. Press Check now; if it still fails, email support@rahoto.com.

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