> ## Documentation Index
> Fetch the complete documentation index at: https://flexforms.bjanczak.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Write for Filament/Laravel developers buying Flex Forms.
> Be precise: every setting documents what it does and how it works.
> Use Help Center components richly: Steps, Cards, Callouts, Tabs, CodeGroup, Mermaid, Badge for Pro.
> Never invent APIs; match the real Flex Forms package behavior.

# Client Reporting & Shared Dashboards

> Generate secure, read-only dashboard links to present campaign performance to external stakeholders.

When a marketing campaign ends, clients and executives want to see the results. Instead of spending hours taking screenshots and building PowerPoint presentations, Flex Forms allows you to issue a **Secure Share Link**.

This provides the stakeholder with a beautiful, read-only, interactive version of the Insights Dashboard—without requiring them to create an account or log into your admin panel.

```mermaid theme={}
flowchart LR
  Create[Generate_Share_Link] --> Scope[Define_Visible_Tabs]
  Scope --> Password{Add_Password?}
  Password -->|Yes| Locked[Stakeholder_Must_Unlock]
  Password -->|No| Open[Direct_Access]
  Locked --> View[Interactive_Read-Only_Dashboard]
  Open --> View
  View --> Revoke[Revoke_Access_Instantly]
```

***

## Generating the Presentation

<Steps>
  <Step title="Open the Share Hub">
    Navigate to the Insights tab for your form and click the **Share Insights** button in the top right corner.
  </Step>

  <Step title="Scope the Permissions">
    You have absolute granular control over what the client sees.
    *Example: You can expose the **Visits** and **Drop-offs** tabs to prove traffic volume, but hide the **Answers** tab to ensure the client cannot read sensitive PII or confidential responses.*
  </Step>

  <Step title="Apply security">
    Leave the link open, or require a password. Password-protected links show a lock screen before the dashboard.
  </Step>

  <Step title="Link lifetime">
    Shared Insights links expire after **30 days** by default. Revoke access earlier anytime from the share panel.
  </Step>
</Steps>

***

## The Stakeholder Experience

When the executive or client opens the URL, they land in a branded Insights view you control.

While they cannot edit the form, they *can* interact with the data. They can adjust Date Ranges, apply Live Filters, and explore the charts exactly as if they were inside the platform.

<Callout type="warning">
  **Bulletproof Security:** When you uncheck a tab (like "Answers"), the data is not just visually hidden using CSS. The Flex Forms engine completely redacts the payload at the server level. Even if a highly technical client inspects the browser's network requests, it is mathematically impossible for them to extract the hidden data.
</Callout>

***

## Managing Active Links

You retain complete control over the distribution of your data.

From the Share Hub, you can view a real-time ledger of every active link currently in circulation. If a client contract is terminated early, simply click **Revoke**. The link is instantly destroyed globally, and anyone attempting to view it will receive a standard 404 error.

<Panel>
  **Next Steps:** [Mastering the Insights Dashboard](/guides/reading-insights) · [Exporting to CSV](/features/submissions/export-csv)
</Panel>


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