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Publish & schedule

Publish & schedule

Publishing turns a report into a runtime: it refreshes on a schedule, renders the formats you need, and delivers itself to the people who read it, with access controls and a run history.

Export formats

Every run can render your report into one or more downloadable formats:

  • PDF: print-ready and pixel-accurate, for archiving and email attachments.
  • PowerPoint (.pptx): editable slides, with charts and tables mapped into native shapes.
  • PNG: page images for thumbnails, previews, or pasting into other tools.
  • Web bundle (HTML): a self-contained page for hosting and embedding.

Preflight checks run before a report is published, so formatting and data-binding problems surface as warnings rather than broken output.

Publish to web viewers

Publish a report to a live web viewer and share it with a link. Viewers see the designed report, not a flat screenshot, and each publish keeps a durable URL so a link you shared last quarter still resolves.

Need it inside your own product? An access-controlled embedded viewer lets you drop a report into another app behind a signed, publication-scoped token.

See Design reports for how the underlying document is built.

Delivery targets

Instead of exporting by hand, point a publication at one or more delivery targets:

  • Email: send the rendered report (or a link) to a recipient list, with open and click tracking.
  • Slack and Microsoft Teams: post each run to a channel.
  • Web publish: refresh the hosted viewer link on every run.
  • Cloud storage drops: write the output files to Amazon S3 or Google Drive.
  • Webhooks: notify your own systems when a run completes.

Schedules & variants

Set the cadence once, and each run refreshes the data and delivers on its own.

  1. Choose a trigger: a recurring schedule (for example daily or hourly), a fixed interval, or manual and event-based triggers such as a data change.
  2. Pick which formats and delivery targets that run should produce.
  3. Optionally define variants: versions of the same report tailored per audience, including tag-based include/exclude rules and per-recipient redaction.

Refresh cadence is bounded by your plan, so a schedule that runs more often than your plan allows is flagged rather than silently accepted. See Plans & billing for the limits on your plan.

Run history & receipts

Every run is recorded. You can see which runs succeeded or failed, roll a publication's configuration back to a previous version, and track opens and clicks on email delivery so you know a report was actually received.

Access policies & custom domains

Published reports are not public by default. You control who can open one:

  • Password protection on a shared link. Available on every plan, including Free.
  • Authenticated access for signed-in readers.
  • Single sign-on (SSO / OIDC) so only your organization's members can view.
  • Row-level viewer policies that scope the data a given viewer sees.

Anyone-with-the-link sharing (public and unlisted reports that open without a password or sign-in) is not available yet. It will open once its release review is complete. Until then, share a report with a password.

Every published report sends noindex, nofollow, noarchive, so search engines are asked not to index it. Changing access later cannot instantly remove a URL a third party already holds. Free-plan viewer chrome may show a “Made with Rahoto” badge linked to an attributed signup path.

You can also serve published reports from your own custom domain. Point a domain at Rahoto's edge with a CNAME; once DNS verification passes, a TLS certificate is provisioned automatically.

Good to know

Custom-domain setup requires access to your DNS provider to add the CNAME record. If verification does not complete, email [email protected] and we will help you check it.

Ready to ship your first report?

Connect a source, design a report, then schedule it to refresh and deliver itself.