Hand off a report to a stakeholder

Reports wrap up a month of CRO work in something a client or stakeholder can read on their own. Spar writes the first draft from your store's data; you edit it and share a link.

1. Generate the report

1. Open Reports and click Generate report.
2. Fill in the dialog. Both fields are optional:
   • Title: defaults to the month and year, like "October 2026 report".
   • Intro message: a short note to set context for the reader.
3. Click Generate.

The report covers the last 30 days. Spar writes the narrative in the background; you'll see Generating next to the status until it's done.

2. Review and edit

Open the report from the list. It starts as a Draft. The built-in sections are:

• Executive summary
• Performance snapshot
• What changed this month
• Channel / entry experience
• Experience health by journey
• Key learnings
• CRO priorities

You can edit the title, intro, and the narrative text in place, adjust the period, and change which opportunities appear under CRO priorities. Move sections up or down to change the order, or click Add section to write your own. Switch between the Editorial and Cards themes to change the layout.

If the narrative didn't come out right, click Regenerate to have Spar write it again (or Try again if generation failed). Regenerate is only available before the report is shared.

Save your edits before you leave the page.

3. Share the link

1. Click Share at the top of the report.
2. Click Create restricted link.
3. Under People with access, add the email of each person who should open the report. Only invited emails can open a restricted link.
4. If you'd rather not limit it, turn on Anyone with the link. Anyone with the link can then open the report without email verification.
5. Click Copy link and send it the way you normally would.

Once shared, the report shows as Published. To cut off access later, open Share again and click Revoke link.

More on who can see what in Working with stakeholders and Share links.

Share every report at once

For a client you report to every month, one archive link is easier than a new link each time. On the Reports page, click Link to all reports, then Create restricted link, choose who can open it, and click Copy link.

A cadence that works

• Weekly: a quick triage pass on new opportunities, and a check on running tests.
• Monthly: generate a report, edit it, and walk the client through it on a call.