When you're in the Reporting tab, on the left-hand menu is a section called Document manager.

This page contains four tabs where you can see reports you exported or sent to people.

Exported PDFs

This is where you see published reports that you chose to Export PDF to Document manager.

Next to each PDF are options to:

Scheduled reports

This is where you see a list of reports currently scheduled to be sent to other Futrli users.

You have options to edit or delete these schedules.

This is where you see scheduled reports that had the Review check option ticked as they were scheduled.

When you click the dropdown in the HELD FOR REVIEW column tab, you have two options:

📌TIP: You can click the pencil icon to edit the report before you send it.

You can also delete, preview or download the PDF awaiting approval

This lists all report PDFs you sent via the "Send PDF of report now" option when you View/schedule a report.

📌 TIP: You can also visit our guide detailing all the different options available to share a report.