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

# Public and scheduled reports

> Share reports via read-only link, schedule automatic email delivery.

Two ways to distribute reports outside the workspace: **public links** (on-demand) and **scheduled emails** (periodic push).

## Public reports

Unique link, accessible without login, read-only. Ideal for:

* Investor dashboards
* Customer reports
* Sharing with external stakeholders (suppliers, partners)
* Website embedding

<Steps>
  <Step title="Publish dashboard">
    Open dashboard → **⋯ → Share publicly**.
  </Step>

  <Step title="Configure access">
    * **Direct link**: anyone with URL sees
    * **Password**: requires password to access
    * **Expiry**: expires after N days
    * **Domain lock**: accessible only from certain email domains (e.g. `@customer.com`)
  </Step>

  <Step title="Copy and share URL">
    Arya generates `arya.so/r/abc123xyz`. Send via email, message, embed in site.
  </Step>
</Steps>

### Public report limits

<Warning>
  Public reports:

  * Are they **snapshot** or **live**? Default live (refreshed on every open). You can set as snapshot (fixed at publication time).
  * Don't allow drill-down to records (only chart visualisation)
  * Have rate limits to prevent abuse (max 100 views/hour per link)
</Warning>

### Embedding

To embed a dashboard in a website:

```html theme={null}
<iframe
  src="https://arya.so/r/abc123xyz?embed=true"
  width="100%"
  height="600"
  frameborder="0">
</iframe>
```

Parameters:

* `embed=true` removes Arya header
* `theme=dark` for dark background
* `hide_filters=true` to hide filters

## Scheduled reports

Automatic email delivery to a recipient list.

<Steps>
  <Step title="Open dashboard → ⋯ → Schedule delivery" />

  <Step title="Configure">
    * **Frequency**: daily, weekly (specific day), monthly (specific day)
    * **Send time**
    * **Recipients**: manual emails or group (team, role)
    * **Format**: PDF, Excel, inline PNG
    * **Custom email subject**
    * **Email body**: intro text with dynamic variables
  </Step>

  <Step title="Test">
    Click **Send test now** → receive email on your address for verification.
  </Step>

  <Step title="Activate">
    Report goes out per schedule.
  </Step>
</Steps>

### Scheduled report use cases

<CardGroup cols={2}>
  <Card title="Weekly team standup">Every Monday 9:00 → sales report → sales team.</Card>
  <Card title="Monthly investor update">1st of month → main KPIs → investor board.</Card>
  <Card title="Daily operations">Every morning 8:00 → operations dashboard → manager.</Card>
  <Card title="Customer success">Weekly → usage dashboard per customer → CSM.</Card>
</CardGroup>

### Deliverability notes

* Emails sent from `reports@arya.so` with your branding
* SPF/DKIM/DMARC compliant to avoid spam
* Heavy reports (>5MB PDF) use links instead of attachments

## Links and schedule management

In **Settings → Report shares**:

* List of all active public links
* List of all active schedules
* Deactivate / delete / renew expired links

## Security

<Warning>
  Before making a report public, verify what you're sharing:

  * Are you exposing salaries, sensitive customer data, confidential info?
  * Use **public preview mode** to see exactly what external viewers will see
  * Consider aggregating/masking sensitive data
</Warning>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I revoke a public link?">Yes, anytime. Old link holders see "Revoked".</Accordion>
  <Accordion title="Do scheduled reports consume AI credits?">If they contain Arya Chat AI charts, yes. Normal charts don't.</Accordion>
  <Accordion title="How do I see who opened a public report?">Stats in **Settings → Report shares** — shows views, anonymised IPs, user agent.</Accordion>
</AccordionGroup>