How do I share a report?

There are a few different ways you can share your reports.

After creating the report, tap on the “share” button in the upper right corner of the report.

SimplyWise share report

This will open a new screen where you can  send the report via text message or email, or via a link. 

You can also elect to lock the report with a PIN. This ensures the only person who can view the report is someone with whom you’ve shared the PIN.

SimplyWise report share via link

Or, you can share/save a report by exporting it.

To do this, tap into the report and then tap on the blue “Export” button in the upper right corner.

SimplyWise report export button

This will open a download window where you can save the report as an XLSX/CSV file and share your report that way.

You can also download a zip file or PDF of all the images included in the report to share or save those externally as well!

SimplyWise report file export options