One of your options to share a report is to export a report as a PDF. You can provide this PDF to someone in whatever way you like. This is useful for sharing a report with someone who isn't a user in your Futrli organisation.
📌TIP: Click the GIF below for an interactive walkthrough on how to export reports.
Export via the 'Print' option
Export via the 'Print' option
Click the Reporting tab.
In the left-hand menu, click Reports. You can see your 'Published' and 'Draft' reports.
Click on the option where the report sits currently, for example, Draft.
Click on the report, then click Edit.
On the top right click Print.
On your printer pop-up window, on the Destination dropdown select Save as PDF.
Click Save, then choose where you want to save the report on your computer.
Export via 'Document manager'
Export via 'Document manager'
📎NOTE: This option only applies to published reports.
Click the Reporting tab.
In the left-hand menu, click Reports.
Click Published.
Click on the report, then click Export PDF to document manager.
When complete 'Document manager' automatically opens.
Here you see a list of all your exported PDFs.
Click the download icon alongside the relevant report.
This then downloads to your computer. Steps may vary depending on the Internet browser you use.