Once your Report is built, you can share it as a link or export it as a PDF. That's how you get finished work in front of a customer, an adjuster, or anyone who needs proof of the job, and how you keep a copy for your own records.
This feature is available on select plans.
On the web
Share a Report
Open the Report you want to share or export.
Click Manage in the top-right of the Report, then select Share Report.
Send the link straight from the email field, or click Copy Link to share it any other way.
Important: Shared Report links expire after 30 days. If the recipient hasn't downloaded the Report in that window, generate and share a new link.
Export a Report as a PDF
Click Generate PDF in the top-right of the Report. Once it generates, click Download PDF in the upper-right corner to save it.
You can also get there through Manage > Share Report > View Report, then download or share from that page.
In the app
Share a Report
Open the Report you want to share or export.
From the Report outline, tap the 3 Dots Icon next to the Report name.
Tap Share Report, then choose how to send or save it from your device's share options.
Export a Report as a PDF
Open the Report you want to export, then tap View Report in the top-right. From there, download the PDF through your browser.
FAQs
Do shared Report links expire?
Do shared Report links expire?
Shared Report links expire after 30 days. If the recipient hasn't downloaded the Report in that time, generate and share a new link.
Will edits show up on a Report I already shared?
Will edits show up on a Report I already shared?
Edits won't show up on a Report you've already shared. A shared link captures the Report as it was when you generated it, so you'll need to share a new link to pass along any changes.
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