Share a Report | FamilyID

Share a Report

Once a report has been created, you have the ability to share this report multiple ways.

  1. Download it as a file and then either print it or email the report as an attachment
  2. Email a real time link of the report
  3. Have the report automatically generated and emailed to whoever you specify (set the frequency and time period)


DOWNLOAD A REPORT TO A SAVED FILE - please see our Help article "Download a report to a saved file"

https://familyid.groovehq.com/knowledge_base/topics/download-a-report-in-csv-or-pdf-format


SHARE REAL TIME LINK of REPORT

Find the link 1 of 2 ways

a. Log-in to FamilyID and select the 'REPORTS' tab at the top of the screen.

b. Locate the report you want to share. 


SHARE REPORT LINK

Method 1:  When viewing a report, click on the "GENERATE PUBLIC LINK" from the '"TABLE VIEW" drop-down menu.


 Method 2: Select the "SHARE REPORT LINK" from the dropdown menu associated with the report you wish to share.


 

From the "Sharing Link" window, copy and paste the real time report link and email it to your recipient(s).


 

AUTOMATICALLY GENERATED REPORTS

a. Log-in to FamilyID and select the 'REPORTS' tab at the top of the screen. 


b. Locate the report you want to share and select the down arrow next to the 'TABLE VIEW' button.  Choose EDIT.


c. From creating or editing your report, you can share the report by checking-off the box that reads 'Share report'.

 

d. Once you check-off the 'Share report' box, additional input options become available. Select the users or add the email addresses of those you'd like to authorize access to this report.