Share your plan with Plan Report

Plan Report is a public, read-only page showing the content you have planned for a workspace, with Grid, Reels, Stories and Feed tabs. Send it to a client or teammate who only needs to look at your plan, for example to approve it. They don't need a Planoly login, and they don't take up a seat.

To let someone create and schedule posts with you, invite them as a team member instead. See Manage team members.

Share a report

1. Open Calendar.
2. In the post list's action row, select the share icon, Share report. In a narrow browser window, open the post list first with the list button at the bottom right. Share report is on the web only, not in the Planoly mobile app.
3. Under Link expires after, choose 48 hours, 7 days, 14 days, or 30 days. 14 days is selected when the dialog opens.
4. Copy the link, preview the report, or email it.

Planoly creates a new link each time you open the dialog or change how long it lasts, so the link you copy, preview, or email always matches the lifetime you picked.

• Copy link puts the report URL on your clipboard and tells you the date it expires.
• Preview opens the report in a new tab, exactly as your recipient will see it.
• Email opens a message with the link already in it. Choose Gmail, Outlook, or Mail app (your computer's mail program). The message goes out from your own account and says when the link expires.

What the report shows

The report covers the draft and scheduled posts in the workspace that still have something to publish, up to 5,000 posts. It is forward-looking: once all of a post's channels have published or failed, the post leaves the report, and there is no date range to set.

Posts without a date come first, then the rest in date order, soonest first. A post planned for several channels takes the date of its earliest channel that has not yet published or failed.

Each entry shows its media, channels, date and time (drafts show Draft, with their date if they have one), and caption. Times show in the time zone of whoever is viewing the report. Captions show up to twelve lines, or as many as fit beside the media on the Feed tab, with Show more when there is more to read. Select an entry to open it in a larger view with its full caption.

Tabs

The tabs at the top split the report the way your Instagram grid does:

• Grid — feed posts and carousels. Posts for every other channel appear here too.
• Reels — Instagram reels, and single-video Instagram posts.
• Stories — Instagram stories.
• Feed — every post in the report, from all three tabs, as a list with each caption beside its media.

A tab only appears when it has posts under the filters you have chosen. When no tab has any, Grid stays and says nothing matches. On a phone, or any window narrower than 640 pixels, the report shows one post at a time with its caption, and there is no Feed tab.

The Grid tab is not laid out like your Instagram grid view. It runs posts without a date first, then the rest soonest first, while the grid view puts your latest scheduled post at the top.

Filters

Two menus sit above the tabs, showing All posts and All channels until the viewer changes them. Each one shows only when it is useful:

• Status — All posts, Scheduled (posts with at least one channel scheduled to publish), or Unscheduled (drafts with no schedule yet). It appears when the report holds both kinds.
• Channel — All channels, or one channel such as Instagram or Facebook. It appears when the report covers two or more channels.

Filters work together with the tabs. Choosing a channel shows only that channel's posts, so a post planned for Instagram and Facebook shows just its Instagram version, date, and caption when you filter to Instagram. If nothing matches, the report says so; clear a filter to bring the posts back.

What recipients can do

The report needs no login and gives no access to your account. Anyone with the link can read the plan. Nobody can edit a post, approve it, leave a comment, or see anything else in your workspace. Ask for their feedback where you sent the link, such as in a reply to your email.

You can't turn a link off before it expires, and making a new one doesn't end the old one. Because the link is the only thing protecting the report, treat it as private, pick the shortest lifetime that works, and send a fresh link rather than reusing an old one.