Knowledge base | 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 "SHARE REPORT LINK" from the '"TABLE VIEW" dropdown 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. Add up to 5 email addresses to receive the report. Set the frequency of these emails, choosing between daily, weekly, and monthly. Select a START DATE and END DATE for the generation of this report. Specify the file format(s) that this report will be received in. TABLE VIEW will be accessed through Excel and PAGE VIEW is in PDF format.

 

e. For real-time access to this report, use the 'Share Report' link.  You may click on this link or copy and paste the link to send electronically. If you send this report link directly to your contacts, they will be able to view this report without a FamilyID account. This blue link is located above the 'SAVE & VIEW' button. 

 

f. After selecting either the 'SAVE' or 'SAVE & VIEW' button, the report will be generated and sent to your recipients between 4:00am and 6:00am EST through the End Date you selected. Weekly reports will be sent every seven days from the start date. Monthly reports will be sent the same day every month from the start date.