You have the option to receive Reports in PDF, Word, or Excel formats. After Downloading, these Files can easily be attached to your emails for forwarding to the appropriate recipients. However, for larger Reports, email attachments are not always practical. Therefore, we have introduced a convenient Share option that allows you to generate a link for direct File Download.
With this feature, you can seamlessly forward Reports from your iPad without having to use the Web app.
Downloading a Report as a File
Navigate to the List of Reports.
Click on the
Downloadicon for the desired Report.For Word Reports, you can choose the File format (PDF or Word), while Excel Reports are Downloaded directly.
Click on
Download.
Sharing Reports
Open the List of Reports.
Click on the
Shareicon for the desired Report.There are two options for Sharing:
Send the link directly by entering an E-mail address in the designated Field and Click on
Share. Your email program will open with a pre-filled email text.Copy the link using the "Copy Link" button and paste it into your email.
To gain a comprehensive understanding of this feature, you can also watch the part of our live webinar about distributing Reports at this link.