Reports

Report history and re-downloading

Finding, re-downloading, sharing, and managing your generated reports.

Accessing report history

Go to Reports → History (the clock icon next to "Reports" in the navigation). All generated reports appear here, newest first.

Actions on each report

  • Download — Re-downloads the report in its original format (PDF or Word)
  • Share link — Generates a shareable URL with configurable expiry (24 hours, 7 days, 30 days, or never). Anyone with the link can view the report — no LiftSignals account required.
  • Send by email — Sends a download link to any email address(es) with an optional message
  • Delete — Removes the report immediately. This cannot be undone.

Report retention policy

PlanReport retention
Starter30 days
Growth90 days
Agency / Enterprise365 days

Reports approaching expiry show a warning badge and appear in the "Expiring soon" count at the top of the screen. Download important reports before they expire if you need them long-term.

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