Making smart decisions requires a holistic view of your entire business. You need to quickly share insights covering everything from website analytics and social activity to customer reviews and invoicing summaries. Thryv Reporting Center allows you to instantly share (or schedule) reports to ensures that every team member, whether they focus on sales, new customer acquisition, or calendar appointments, is viewing the same comprehensive, current data. This streamlines internal communication and keeps your entire team aligned on the specific numbers that drive growth.

Note: Sharing is only available for custom reports. Prebuilt reports are already accessible to all staff members and can not be shared.

When viewing any custom report, click on the Share button in the top right corner. 

First, add one or more team members by name or email address. Use the Reminder drop-down to determine whether this report will be sent on a recurring basis. Select None to send a one-time report. Or, select a time frame for the recurring report. As an optional step, you can add a message.

Finally, to send the report right away, click on Share Now. To schedule it for later, click on Schedule. Set a date and time, then click on Schedule. 

Team Member's View of a Shared Report

Your team member will receive a link to the report in an email from no-reply@thryv.com. If your team member is having trouble receiving the email, make sure they have whitelisted Thryv with their email provider. Your team member just needs to click on View Report and they will be taken to the custom report in Thryv Marketing Center.