Distribute a report

Description:

You are able to distribute your reports through many methods which your device supports. This will vary by device and you may need to install additional support on Android if you are unable to view or distribute your reports.

You can distribute a report either as a file or via a public link which can be useful for larger PDF reports that cannot be transferred via email. Additionally, you can choose to email reports directly from within Insite. This will send a link to the recipients from [e-mail].

Notes:

• When sharing the link or QR code to a report, please be aware that anyone with the link or QR code will be able to download the file. As such, care must be taken when distributing the link.

Contents:

This article covers:

1. Downloading a report file
2. Sharing a link to a report
3. Share a report via email
4. Print a QR code for a report

Guide:

1. Downloading a report file

1.1. From the home screen go to Your project.

1.2. You will now be presented with the project overview screen. 

1.3. Go to your project lists.

1.4. Tap on the List of which you would like to distribute a report.

1.5. Tap the Reports & Details tab above the search bar at the top of the screen on the right-hand side.

1.6. Go to the report which you would like to distribute. If you do not yet have any reports generated see Create a report. If you would like to redistribute an old report head into the archive folder for the relevant format and locate the report. Tap on the report once you have found it to open it up. If you are unable to view your report you may need to download additional support such as a PDF viewer for your device.

1.7. Once the report is open you will be able to distribute it through your device's native methods. Tap the share button and choose a method for distribution. Follow the relevant steps to send it out via methods such as email, Airdrop, or send it directly to a connected printer.

2. Sharing a link to a report

2.1. From the home screen go to Your project.

2.2. You will now be presented with the project overview screen. 

2.3. Go to your project lists.

2.4. Tap on the List of which you would like to distribute a report.

2.5. Tap the Reports & Details tab above the search bar at the top of the screen on the right-hand side.

2.6. Go to the report that you would like to distribute. If you do not yet have any reports generated see Create a report. If you would like to redistribute an old report head into the archive folder for the relevant format and locate the report. Tap on ⋯ to reveal the report's actions.

 

2.7. Tap on Share link to report. You may be presented with an alert warning you that anyone with the link can download the file. After acknowledging the warning, choose a method to distribute the link such as copying it to the device's clipboard, or emailing it. If you are on a desktop, the link will be copied to your clipboard so that you can paste it where desired.

3. Share a report via email

3.1. From the home screen go to Your project.

3.2. You will now be presented with the project overview screen. 

3.3. Go to your project lists.

3.4. Tap on the List of which you would like to distribute a report.

3.5. Tap the Reports & Details tab above the search bar at the top of the screen on the right-hand side.

3.6. Go to the report which you would like to distribute. If you do not yet have any reports generated see Create a report. If you would like to redistribute an old report head into the archive folder for the relevant format and locate the report. Tap on ⋯ to reveal the report's actions.

 

3.7. Tap on Share report via email. You will be presented with the Share report via email page.

3.8. Enter the email addresses of the desired recipients into the textbox under the Emails heading. Use Add email to confirm the email address(es). The email addresses will be displayed above the textbox. Note, to remove an email, use the X displayed at the end of it. Note: When entering multiple email addresses, make sure to separate them either with commas (,) or semi-colons (;).

3.9. When all of the recipients are displayed under the Emails heading, use Share to send the report. The recipients will receive an email from the Insite system with a link to open the report.

4. Print a QR code for a report

4.1. From the home screen go to Your project.

4.2. You will now be presented with the project overview screen. 

4.3. Go to your project lists.

4.4. Tap on the List that contains the report you would like to print a QR code for.

4.5. Tap the Reports & Details tab above the search bar at the top of the screen on the right-hand side.

4.6. Go to the report that you would like to print the QR code fo. If you do not yet have any reports generated see Create a report. If you would like to redistribute an old report head into the archive folder for the relevant format and locate the report. Tap on ⋯ to reveal the report's actions.

 

4.7. Tap on Print QR code. A QR code will be generated as a PDF file and this will be presented. From here you can choose to save the PDF to the device files or share it (via email or Whatsapp, for example). If you are on a desktop, the PDF will be downloaded via your browser.