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

  1. Go to Reports section
  2. Select report type
  3. Choose filters:
    • Date range
    • Locations
    • Categories
    • Status
  4. 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

WhatsApp

  • 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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