whatagraph-sharing

To create a password-protected share link, use this skill to programmatically generate a secure, view-only public link for your Whatagraph report. You can enable password enforcement and optional AI chat integration during the link generation process without manual configuration.

You can export Whatagraph report data to Excel and PDF formats by triggering document generation through this skill. It instantly renders PDF exports for document delivery and downloads underlying report data as structured Excel spreadsheets for data portability.

Programmatic report sharing applies to client reporting workflows by automating secure link distribution and document delivery. It removes manual configuration friction, allowing you to generate share links, enforce passwords, and lock date ranges directly within your chat interface.

You can lock the date range on a publicly shared Whatagraph report when generating or updating its access link. This secure sharing feature ensures clients view a static reporting period, preventing unauthorized changes to the displayed data timeframe.

The best way to automate monthly performance report delivery is to programmatically generate a password-protected share link and an Excel export of the underlying widget data in one workflow. This combines secure document delivery with data portability for client updates.