This article is intended to show you how you can send any report to your customer as a link, rather than a PDF or printing it out. It's a quick way to share the beauty of the plants without having to take any extra steps.
To send your report as a link, first navigate to the Reports section of the project.
Look for "Present" on the left sidebar, then select "Reports" from the tabs once you are in the Present section.
Find the report you want to use.
Choose the report you want to send to your client. For this example, we'll choose the water requirements report.
Click on the report to open the preview.
On the preview page, you'll notice two buttons in the top right corner.
"Share" and "PDF/Print". Simply click on the button for share.
This will pull up a modal window with the link. Click "Copy Link". It's the green button right next to the link itself.
The link has been copied to your clipboard.
Send the link
Now you can open your email and write a note to your customer or friend. Make sure to explain what you are sending them and any notes you want to include.
Then paste the link into the email. On a Mac, use Command + V to paste the link, on a PC, use Control + V to paste the link.
Send the email!
If you don't want to paste an ugly link, add some text or the name of the report, then right click to add a hyperlink to the text instead - Check out the example below!
