Most of what people want from Atria on a Friday afternoon is to get something out of it and in front of somebody else — a report to a client, a board of reference ads to a designer, a weekly number into a Slack channel so nobody has to ask for it.
There are four ways to do that, and the trick is picking the right one. Here they are, roughly in order of how often we'd reach for each.
Send someone a snapshot
A snapshot is a frozen copy of a report with its own link. Whoever you send it to sees the numbers exactly as you left them — no login, no seat, no risk of them changing a filter and ringing you about a different number.
Go to Analytics & Launch and select your ad account.
Open the report you want to share.
Click Save first. Reports don't autosave, and a snapshot captures what's saved — this is the single most common reason a shared link doesn't look like what someone had on screen.
Click Share report, then choose to share a new snapshot.
Click Copy link and send it on.
The snapshot freezes the date range, the grouping, the sort order and the attribution setting, and restates them under the title — so your reader can see what they're looking at without asking you. It carries a Snapshot created by line with your name, and a Comments panel with an Add a comment… box, which is a far better place for "why is CPA up in week 3" than an email thread nobody can find later.
This is the answer to "can you give me access to the dashboard?" more often than people expect. Most stakeholders want to see a number, not build a report. A snapshot gives them that in ten seconds, costs you nothing, and doesn't put anyone in your workspace who doesn't need to be there. Start here, and add a seat only when someone tells you a link isn't enough. If they genuinely do need to be in the platform, Manage account access covers members and guests.
One caveat, so nobody's surprised: a snapshot is static. Viewers can read it, they can't adjust it. If someone needs to slice the data themselves, they need access rather than a link.
Put people in the workspace
If a client, freelancer or stakeholder needs to be inside Atria rather than looking at a link, that's a guest — view-only access to the specific ad accounts you choose. Team members who'll actually build things need a member seat.
Both are set up the same way, and Manage account access walks through it properly. If guest access isn't available in your workspace, get in touch and we'll take a look with you.
Share ads that inspire you
Two ways, depending on whether it's one ad or a set.
A single ad. Open any ad in Inspo and click Copy link. Anyone with the link can see it. You can add comments for context — though note these are visible to your workspace only, not to whoever opens the public link, so don't leave the brief in there and assume the agency will read it.
A whole board. Click the bookmark icon on each ad you want, then click Share inside the board to generate a public link. The shared board carries the ads plus the filters and context around them, which makes it a much better brief than a folder of screenshots.
We'd use boards more than single links. One board called "Q4 hooks we're stealing" beats fourteen separate URLs in a Slack thread, and it stays useful next quarter.
Get reports into Slack automatically
The best sharing is the sharing you never do again. Connect Slack and Raya will deliver ad performance reports to any channel on whatever cadence suits you — which is usually the right answer for anything you currently send by hand every Monday.
Full walkthrough: Send reports to Slack on a schedule.
Sharing creative for approval
You can upload images and videos into Assets and keep them alongside everything else in Atria, rather than in a shared drive nobody can find.
If you're not sure which of these fits what you're trying to do — particularly if you're an agency working out what clients should and shouldn't see — tell us the situation and we'll give you a straight recommendation. Email [support@tryatria.com](mailto:support@tryatria.com).