Scheduling and publishing
Use Plan Report
Share a read-only view of your upcoming content with a client or teammate through a 14-day link.
Updated
On this page
Plan Report is a public, read-only page showing the content you have planned for a workspace. Send it to a client or a teammate who does not have a Planoly login.
Open a report
- Open Calendar.
- In the post list's action row, select the share icon, Share report.
Planoly mints a link and opens the report in a new tab.
What the report shows
The report covers every draft and scheduled post in the workspace. It is forward-looking: posts that have already published are not included, and there is no date range to set.
Filter it with the tabs at the top:
- Upcoming — drafts, which have no schedule yet.
- Scheduled — posts with a date and time, including posts where only some channels are scheduled.
- Both — the default.
Each entry shows its media, caption, channels, and status. Selecting one opens it in a larger view.
Share the report
At the top of the report page:
- Get link copies the report URL to your clipboard.
- Email opens your mail client with the link already in the message.
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, leave a comment, or see anything else in your workspace.
Because the link is the only thing protecting the report, treat it as private and send a fresh one rather than reusing an old one.