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How do I open and share a report from Trew?

When an answer needs more than a few numbers, Trew writes a report you can open in full and share with a link that needs no login.

When Trew writes a report

When you ask Trew something that needs more than about three numbers, such as how a campaign did over the last two weeks or why your sales dropped, Trew writes the full answer as a report. In the chat you see a short answer and a small card with:

  • The report title and the dates it covers.
  • Up to three key numbers, each with its change.
  • Open full report and Share.

For short questions Trew answers in the chat as usual, without a report.

Open the full report

  1. Click Open full report on the card.
  2. The report opens in a window. It starts with the key numbers and a short summary, then one part per topic, for example performance, how TrueROAS compares with the ad platform, and your tracking setup. It ends with Next step.
  3. Close the window with the X in the top right corner.

Share a report

  1. Click Share on the card, or Share at the top of an open report.
  2. Under Share this report, click Create link.
  3. Click Copy link and paste it where you want, for example in an email to a client. The button shows Copied.
  4. Click Open to see the page the other person will see.

The person you send it to does not need a TrueROAS login. They see the report with your store name, the dates and the date Trew wrote it.

Stop sharing a report

  1. Open the report and click Share.
  2. Click Stop sharing.

The link stops working straight away. Anyone who opens it sees This report is no longer shared. To share the report again, click Create link. You get a new link and the old one stays off.

Warning: Anyone who has the link can see the numbers in the report, including your sales and ad spend. Stop sharing when the person no longer needs it.

Good to know

  • The numbers in a report stay as they were when Trew wrote it. They do not update, so a report shared today shows the same numbers next month. Ask Trew again for fresh numbers.
  • Everyone on your team who can see the store can open and share its reports.
  • The shared page shows that the report was made with Trew and TrueROAS, and has a button for the viewer to try TrueROAS.
  • Pressing Share again on a report that is already shared shows the same link, not a new one.
  • You cannot protect a link with a password, limit it to certain people, or set it to expire on a date.
  • Reports from Trew are not listed on the Reports page. You find them in the Trew chat where they were written.