Sent & Archived
The delivery record — what the Sent tab tracks, and what archiving a report does.
The Sent tab is the third tab of the Reports hub. It is the record of what has actually gone to the client — useful when someone asks in month nine what was reported in month three.
What It Shows
A report appears here once you press Mark as Sent. Each row carries the report title, a Sent or Archived badge, the period it covers, and the date it was marked sent.
Clicking a row opens the preview, not the composer — this tab is for reading what was delivered, not for changing it.
The row menu offers:
| Action | When it appears |
|---|---|
| View Report | Always |
| Archive | Only while the report is still Sent |
Archiving
Archiving marks a report closed. It stays in this list and stays readable, but it is done with — and there is no way to un-archive it. The confirmation says as much before you commit. If an archived report ever needs correcting, open it in the composer and press Revise for a new draft; the archived copy stays as it was.
Use it to keep the list honest: archive the reports for periods that are closed out, and leave the current ones visible.
The Empty State
Before you have marked anything sent, the tab reads No Sent Reports — "Reports you share or deliver will appear here as an archive of all deliveries."
Creating a share link is not the same as marking it sent
The two are independent. A report can have a live share link and still not appear here until you press Mark as Sent, and marking it sent does not create a link — it stores the figures every link to the report shows from then on, and locks the report. Do both: create the link for the client, then mark it sent for your own record.
Related
Questions
Why can't I edit a report from the Sent tab?
Rows on this tab open the read-only preview. To change a sent report, open it from the Client Reports tab and press Revise. That starts a new draft.
If I revise a report, does the client's link change?
No. Links to the sent report keep showing it exactly as it was sent. The revised draft is a separate report: finalise it, make a new link for it, and mark it sent when you've delivered it.
Does deleting a sent report remove it from the client too?
Yes. Deleting it stops every link to it from working, and it can't be recovered. Archive it instead if you only want it out of the way.