KleanProof
Start free trialTry free

Sharing reports with your customer

For
Facility managers
Where
Web app
Time to read
3 minutes

Customers want proof the building is being looked after. KleanProof turns your inspections into a Value delivered report you can share as a link. The customer opens it in any browser without an account.

A shared link is a snapshot. It shows the report as it was when you made it and never changes after, so what you sent is what they see.

Step by step

1Set up the report

Click Analytics in the left-hand menu and pick Value delivered.

Set what it covers. For a customer, choose A customer and pick them from the menu, then choose the period, such as Last 12 months. Reports and analytics explains the other options.

2Choose what the customer sees

Click Share report. Switch off anything you would rather leave out:

  • Inspections shows how many times each site was inspected, with recent dates.
  • Scores shows quality scores and their trend over time.
  • Tickets shows open tickets and deficiencies found during the period.
  • Fix times shows how fast deficiencies got fixed.

Click Create & copy link. The link is copied, ready to paste into an email to your customer.

Share with the customer window explaining the report freezes the moment you create it, with switches for Inspections, Scores, Tickets and Fix times and a Create and copy link button
Share with the customer window explaining the report freezes the moment you create it, with switches for Inspections, Scores, Tickets and Fix times and a Create and copy link button

3What your customer sees

The link opens a clean page with the customer's name, the dates and the average score up top, then a card for each site with its score trend and recent inspections. A short guide explains what the numbers mean, and Print / save PDF lets them keep a copy.

Internal notes, your team's discussion and the other reports are never included.

Shared Value delivered report for John's Strata Management covering July 14, 2025 to July 14, 2026, with a 94.285 percent average score, a Print or save PDF button, 2 sites, 5 inspections and 1 open ticket
Shared Value delivered report for John's Strata Management covering July 14, 2025 to July 14, 2026, with a 94.285 percent average score, a Print or save PDF button, 2 sites, 5 inspections and 1 open ticket
A site card on the shared report for Eastside Towers at 97.14 percent, with a rising score trend, 3 inspections, 1 open ticket, 6 deficiencies found and the recent inspection dates and scores
A site card on the shared report for Eastside Towers at 97.14 percent, with a rising score trend, 3 inspections, 1 open ticket, 6 deficiencies found and the recent inspection dates and scores

Finding and turning off old links

Click Generated reports beside Share report to see every link you have made. For each one you can copy it again, open it or revoke it.

Revoking takes effect straight away. Anyone who opens the link sees that it has been turned off and is asked to contact you for an up-to-date one. Making a new link leaves older ones untouched, so revoke any you no longer want out there.

Page reading This link has been turned off, the team that shared this report has revoked access, reach out to your contact for an up-to-date link
Page reading This link has been turned off, the team that shared this report has revoked access, reach out to your contact for an up-to-date link

Putting your logo on the report

On the Operation plan, shared reports can carry your company's logo and name instead of KleanProof's, with a small Powered by KleanProof credit.

An admin turns it on in Settings under Report branding with Use my branding. Add a logo under Workspace on the same page first. Until then, your workspace name shows. The same branding appears on the report links your cleaners get.

Common questions

Will the report update as new inspections come in?
No. Each link is frozen the moment you create it. Make a new link each month or quarter to send fresh numbers.
Does my customer need a KleanProof account?
No. Anyone with the link can open it in a browser. Only share it with people you want to see it, and revoke it if it goes to the wrong person.
Can I share the other reports?
Only Value delivered is made for customers. The others are for your team. Use Export PDF if you want to send a printout of any report.

More help

Reports and analyticsValue delivered, fix times, team activity and the AI cross-site report.Reading an inspectionFind a submitted inspection, read the score and deficiencies, open the full breakdown and export a PDF.Plans and billingThe free trial, Crew and Operation plans, your card, invoices and failed payments.Setting up your workspaceCreate your account, name your workspace, add your logo, start the free trial and pick the features your team uses.