Viewing and Sharing Reports
Support Team
Jan 20, 2026
4 views
Viewing and Sharing Reports
Generate, view, and share comprehensive reports.
Report Types
Overview Report
- Summary statistics
- Key metrics
- Charts and graphs
- Period comparison
Summary Report
- Work updates count
- Problems count
- Compliance status
- By location/category
Detailed Report
- Full details of all records
- Evidence photos included
- Filterable by date, location, category
- Export to PDF
Generating Reports
- Go to Reports section
- Select report type
- Choose filters:
- Date range
- Locations
- Categories
- Status
- Click "Generate Report"
Viewing Reports
- Dashboard: View online
- PDF: Download/print
- WhatsApp: Request via bot
- Email: Schedule delivery
Sharing Reports
Public Links
- Generate secure link
- Share with stakeholders
- No login required
- Expiry options
PDF Export
- Professional format
- Includes organization branding
- Evidence photos embedded
- Print-ready
- Send "report" to bot
- Receive latest report
- Includes share link
Scheduled Reports
Set up automatic reports:
- Daily summaries
- Weekly reports
- Monthly compliance reports
- Custom schedules
Report Filters
Filter by:
- Date range
- Locations
- Categories
- Status
- Priority
- Assigned personnel
Tips
- Generate reports regularly
- Share with stakeholders
- Use for meetings
- Track trends over time
- Export for records
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