You can share a report you've created different ways depending on its status, type, and the recipient's access.
Share reports within Futrli
You can share reports with other Futrli users by:
Publishing the report
Emailing the report as a PDF
Scheduling report emails
Publishing a report
New reports start as drafts. Only you can access a draft report you've created.
When you publish a report, other Futrli users with access to the organisation can access it in Reports.
đ TIP: You can lock a published report to stop other users from editing it.
Sharing a draft report
You don't need to publish a report before sharing its content.
You can share a draft by:
Emailing it as a PDF
Scheduling report emails
Printing it
Exporting it as a PDF
The draft remains visible only to you within Futrli.
Emailing the report as a PDF
You can email a report as a PDF attachment to another Futrli user.
You can:
đ TIP: Use report scheduling when you want Futrli to send a report regularly.
Share outside Futrli
You can export a report as a PDF when you want to share it outside Futrli.
You can export both draft and published reports.
đ TIP: Use the print option when you want to download the latest version of a report.
Exported PDFs
You can access previously exported reports from the Exported PDFs section.
This helps you:
Store exported versions
Download previous exports
Manage report copies
Share a dashboard
Dashboards don't support printing, email sharing, or PDF export.
To export a dashboard, convert it into a report first. Then export the report as a PDF. You can then export the dashboard as a report PDF.