Sharing & delivering reports

A live link gives a client an always-current view of their report that reflects the latest daily sync. It's ideal for stakeholders who like to check in between formal updates — they see today's numbers, not a snapshot from when you last hit send. Links are access-controlled, so only intended recipients can open them, and the same underlying report powers the link, the PDF and the scheduled email, so the three never diverge. Because the link is live, you don't have to re-share it each month; the URL stays the same and the data behind it keeps refreshing.

For clients who prefer an attachment they can file or forward, export a pixel-perfect, white-labelled PDF from the report header on demand. The PDF renders from the same report as the live link, so it carries the same widgets, numbers and AI summary — just frozen at the moment of export. You can also have a PDF attached automatically to a scheduled delivery, so the client gets a document in their inbox without anyone exporting it by hand.

Open a report and click Schedule to put it on autopilot. Choose a cadence — weekly, monthly, or a custom interval — set the send time, and add recipient email addresses. On each run CrunchJunkie pulls fresh data, regenerates the Crunch AI summary from the latest numbers, and emails a branded report on your chosen day. You decide the payload: a live link, a PDF attachment, or both. Pause or edit a schedule at any time; changes take effect on the next run. This is the core loop of the product — connect once, build once, and let the reports send themselves.

Everything that reaches the client can carry your identity instead of ours. On white-label plans (Starter and up), shared reports and PDFs drop CrunchJunkie branding and use your logo, name and brand colour — even the browser tab and link preview — and report emails go out under your agency's name (with replies routed to you). On Pro and up you can go further and host live report links on your own domain, for example reports.youragency.com. Setting it up takes four steps: 1) In Settings → White label → Custom report domain, type the subdomain you want to use (a subdomain like reports.youragency.com is recommended — you keep your main website exactly where it is). 2) CrunchJunkie shows you one DNS record to add. Go to your DNS provider — the company you registered the domain with, or wherever your DNS is managed (Cloudflare, GoDaddy, Namecheap, IONOS, and so on) — and add a CNAME record: Type = CNAME, Name/Host = your subdomain (e.g. "reports"), Value/Target = cname.vercel-dns.com. Save it there. 3) Back in CrunchJunkie, click Save, then Verify. DNS changes can take anywhere from a couple of minutes to a few hours to propagate, so if it doesn't verify on the first try, wait a bit and click Verify again. 4) Once it shows "Live", the SSL certificate (the https padlock) is issued and renewed automatically — nothing to install. From that moment, every shared report link and every scheduled report email uses your domain. A couple of tips: always use a subdomain (reports.youragency.com), not your bare root domain, so your website is untouched; and if you host DNS on Cloudflare, set that record's proxy status to "DNS only" (grey cloud) so the certificate can be issued.

You shouldn't have to chase a client to confirm they got their report. Every scheduled send is logged on the report's Delivery tab with its delivery status and whether it was opened, so you can see at a glance who has and hasn't engaged. If a report didn't land — a bounced address, say — you'll see it there rather than discovering it in a meeting. It turns "did you receive last month's report?" into something you can simply check.