Recipes · Analytics

Shareable business reports with PDF, live links and schedules

A reports page with live numbers by section, period comparisons and an AI readout. Share it as a PDF, a live link or both, with password, team login, expiry and a recurring email.

What you'll build

The reports page: period picker, section chips and the AI summary on top
Each section has number cards with a comparison, a daily chart and tables
Share dialog: PDF, live link or both, and who to send it to
Pick sections, add a note, and set a weekly or monthly schedule
Password-protected links ask for the password first
What the people you share with see: the live report with no site menus
The shared report on a phone
The PDF version, attached to the email

Built and shipped on NoCode Outlaws (fix 62). Stack-agnostic: works on PHP and MySQL, Lovable and Supabase, or Next.js.

What it does

One page in the admin shows the numbers that matter for the business, grouped into sections, for a period you pick, compared with the period before it. A short AI readout sits on top. From the same page you can download a PDF or share the report with your team: as a PDF attachment, a live link, or both, once or on a schedule. Links can need a password, a team login, or both, and can expire.

Decide per client

  1. The sections and the 5 to 7 numbers in each. Start with money, product use, pipeline and leads. Every number needs a clear "higher is better" or "lower is better".
  2. Which admin roles can see which sections (revenue is often owner only).
  3. Periods to offer. Default: last 7, 30 and 90 days, month to date, last month, quarter to date, year to date.
  4. Who should be able to open a live link: anyone with the link, only signed-in team members, or password holders.
  5. Whether to include an AI summary and which model key to use.

Data

  • report_shares: token (32 random hex characters), name, sections (JSON list, plus "ai"), range key, recipients (comma list, max 25), deliver (pdf | link | both), message (max 300), password_hash, require_login, expires_at, schedule (none | daily | weekly | monthly), schedule_day, schedule_hour, next_send_at, last_sent_at, send_count, views, last_viewed_at, status (active | revoked), created_by.

The full recipe continues: every decision, rule and test, plus 3 starter prompts and 5 known fixes.

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