Send a link, not an attachment.

Every report has its own link you can copy and send to anyone: a client, your boss or a site manager. They open it on any device, with no login or app.

It is view only, so nobody can change it. And it always shows the Record as it is now, so if you change something, their copy updates straight away.

Transcript

Every report has its own shareable link.

It can be copied and sent to anyone, whether that's a client, your boss or a site manager.

They can open it on any device without needing a login or an app.

It's view only, so they can't change anything.

And the link always shows the Record as it is now. So if you need to change something, their copy will be updated straight away.