Guide 5 of 5

Sharing Reports

POD makes it easy to share project data with your team, your clients, and external stakeholders — with full control over what they can see.

Internal Sharing

Team members with accounts on your project have full access to the dashboard, reports, and timeline. Internal sharing is the default experience for your organization.

What internal users can do depends on their assigned role (see Permissions below). At a minimum, every internal user can view the dashboard, browse the timeline, and receive notifications.

How to add team members

Open your project settings

Navigate to the Team tab

Enter the email address and select a role

Click Invite — they will receive an email with a link to join

Client Portal

The Client Portal provides a curated, read-only view of your project for owners, developers, or external stakeholders. You control exactly which data and reports clients can see.

Client Portal users see a polished view of your project without internal notes, cost details you prefer to keep private, or draft data. It is the professional face of your project.

Curated visibility

Choose which KPIs, tabs, and reports clients can access.

Read-only access

Clients can view but never edit or delete any data.

Branded experience

Apply your company branding or the client's branding.

Simple access

Clients log in with their email — no app installation required.

Tip: Use the Client Portal to replace weekly PDF reports. Clients get a live, always-up-to-date view of project progress — no more emailing attachments.

Public Share Links

Public share links let you share a specific report or dashboard view with anyone, without requiring them to have a POD account. Each link is a tokenized URL that provides access to exactly the data you choose.

Public links are useful for sharing with regulatory agencies, insurance companies, or anyone who needs a one-time or limited-time view of your data.

Example public share URL

https://planofday.com/share/rpt_abc123xyz789

Set an expiration date — the link stops working after that date

Choose which tabs and KPIs are visible in the shared view

Revoke access at any time by disabling the link

Track who accessed the link and when

Important: Public share links provide read-only access. Recipients cannot modify data, upload files, or access any project data beyond what the link specifically exposes.

White-Label Branding

White-label branding lets you customize the appearance of reports shared with clients. Replace POD's branding with your own company logo, colors, and even a custom domain.

This is especially valuable for general contractors and construction managers who want client-facing reports to carry their brand, not POD's.

Logo — Upload your company logo. It appears in the header and on exported reports.

Colors — Set your primary brand color. POD adjusts the theme accent throughout the shared view.

Domain — Use a custom domain (e.g., reports.yourcompany.com) for client-facing URLs.

Footer — Customize the footer text with your company name and contact information.

Note: White-label branding is available on Professional and Enterprise plans. Contact support for setup assistance with custom domains.

Permissions & Access Control

POD uses role-based access control (RBAC) to ensure every user sees only the data appropriate to their responsibilities. Here are the available roles:

RoleAccess LevelCan Upload

OwnerFull access, billing, team managementYes

AdminFull access, team managementYes

SuperintendentFull project data accessYes

ForemanAssigned areas and crewsYes

SubcontractorOwn trade data onlyYes

ClientRead-only curated viewNo

AuditorRead-only full viewNo

Tip: You can change a team member's role at any time from the project settings. Role changes take effect immediately.

Export Options

Need a static copy of your report? POD supports multiple export formats for offline viewing, printing, or archiving.

PDF

A formatted PDF with all visible KPIs, charts, and insights. Perfect for email attachments.

Excel

Raw data export with all KPI values. Great for custom analysis in spreadsheets.

HTML

A self-contained HTML file with interactive charts. Opens in any browser.

Google Sheets

Export directly to a Google Sheet for collaborative editing and sharing.

All exports include the currently selected date range and cadence mode. White-label branding is applied to exports when enabled.

Reports & Timeline All Guides