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Analytics5 min read

Share results with a client report link

Turn any set of campaigns into a polished, shareable web page. Pick the campaigns, name the report, and send your client a single link — live opens, clicks, and replies under your brand.

If you run outreach for clients, you eventually have to report on it — and copying numbers into a slide deck or screenshotting the dashboard gets old fast. Client Reports turn any selection of your campaigns into a clean, shareable web page. You send one link; your client opens it in any browser and sees the results live, with no login and no CMass account needed.

Where to build one

Open the CMass sidebar in Gmail (the tab on the right edge). It opens to your Campaigns list — at the top is a '📄 Create client report' button. Click it to open the report builder right inside the panel.

The CMass client report builder in the sidebar, with fields for report title and client name, a checklist of campaigns to include, an include-recipients toggle, and a Create shareable link button
The report builder: name the report, pick a client, choose which campaigns to include, and create the link.

Build the report

  1. 1Give the report a title — this is the headline your client sees (e.g. 'Q2 Outreach Report').
  2. 2Add the client's name — it appears as 'Prepared for …' under the title. Optional.
  3. 3Tick the campaigns to include — the list shows your sent campaigns with their send counts. Combine as many as you like into one report.
  4. 4Optionally turn on 'Include per-recipient activity' to add a table of who opened, clicked, and replied.
  5. 5Click 'Create shareable link'.

CMass generates the report and hands you a link like cmass.io/r/8fa2c41b… — click Copy and send it however you normally talk to your client.

What your client sees

The link opens a self-contained web page — no login, nothing to install. At the top are the headline numbers (emails sent, open rate, click rate, reply rate), then a per-campaign breakdown, the most-clicked links, and — if you enabled it — per-recipient activity. If you've set up a Brand Kit, the report automatically carries your logo and colors.

The public client report page a client opens in their browser: a branded header with logo, headline metrics for emails sent, open rate, click rate and reply rate, and a per-campaign breakdown table
The page your client opens: headline metrics and a per-campaign breakdown, under your brand.
💡 Reports show live numbers. If a campaign is still sending or a few late opens trickle in, the page reflects them the next time your client refreshes — you don't need to regenerate the link.

Download it as a PDF (Pro)

Need a file instead of a link? On the Pro plan, the report page has a one-click 'Download PDF' button — a clean, branded copy saved straight to your downloads, no print dialog, ready to attach to an email or drop in a deck. Free reports get a 'Print / Save as PDF' button that uses your browser's print dialog instead. See the 'Download a client report as a PDF' guide for the details.

Privacy & honest metrics

The report page is unlisted and search engines are told not to index it — only someone with the link can open it. It also includes a short, honest footnote that open rates are an estimate (Apple Mail Privacy Protection inflates them), and that clicks and replies are the more reliable signals — so your client reads the numbers the right way.

Managing your reports

  • ▸Copy — grab the link again any time from your list of reports.
  • ▸Revoke — instantly disable a link so it can no longer be opened.
  • ▸Delete — remove a report you no longer need.
⚠️ Anyone with the link can view the report, so treat it like a shared document — send it to the right person, and revoke it if a link is no longer meant to be live.
✅ Brand it first: Set up your Brand Kit before you generate reports — your logo and colors are applied to the report page automatically, so it looks like your agency's work, not a generic dashboard. See the Brand Kit guide.

Try it in Gmail — free

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