4. Share Reports by PDF, Excel, Email, or Public Link


In this article


Share options

After creating a report, you can share or export it by:


  • PDF
  • Excel
  • Public view link

Email is not a separate report sharing method. To share by email, create a public view link, copy the link, and send it through your own email.



Export as PDF

  1. Open the report.
  2. Select Export.
  3. Choose PDF.
  4. Select Download.

Use PDF when you need a fixed report file for review, approval, payment claims, or client communication.



Export as Excel

  1. Open the report.
  2. Select Export.
  3. Choose Microsoft Excel (.xlsx).
  4. Select Download.

Use Excel when the receiver needs spreadsheet data for review or further analysis.



A public view link lets anyone with the link access a view-only version of the report.


  1. Open the report.
  2. Select Export.
  3. Select Public view link.
  4. Select Create Link.
  5. Select Copy Link.

Viewers need to sign up to GoBuid, but they do not need to join your company account.



To send a report by email:


  1. Create a public view link.
  2. Select Copy Link.
  3. Paste the link into your email.
  4. Send the email to the people who need to view the report.

Anyone with the link can open the view-only report after signing up to GoBuid.



When a report is shared publicly, GoBuid shows that the report is shared publicly.


You can:


  • Select Copy Link to share the link again.
  • Select Delete Link to stop public access.

If you delete the public link, people who previously received the link can no longer use it to view the report.



Download links are valid for 7 days.


Public view links are different from download links. A public view link stays available until it is deleted or the report becomes unavailable. [Confirm: whether public view links expire automatically.]

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