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.
- 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.
- Pick which formats and delivery targets that run should produce.
- 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.