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

  1. Invite users to your organization allowing them to see specific information.
  2. Download it as a file and then either print it or email the report as an attachment
  3. Email a real-time link of the report


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:  

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


 Method 2: 

a. Select the "PUBLIC LINK" from the drop-down menu associated with the report you wish to share.

b. Put a checkmark in the box that says 'I understand and agree that I am responsible for sharing data using a non-secure public link.' Then click the button that says 'GENERATE PUBLIC NON-SECURE LINK to share the link. 

 

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.