All reports within Figured can be shared with the wider team as well as printed or copied into another system.
Once a report has been generated, you can use the Share Report button to immediately share the report in a number of ways.
Exporting to a PDF
Reports can be exported to either a portrait or landscape PDF, this will automatically download / open on your computer and from there you can attached the PDF to an email or print it out.
Copy to clipboard
If you're wanting to do some further reporting in Excel, or your reporting program of choice, or paste the report directly into a Xero report pack - copy to clipboard is a great option for doing just that.
It'll automatically copy the entire report (including formatting!) to your virtual clipboard, and you can paste this anywhere you would a normal report using CTRL + V / CMD + V / Right click -> Paste.
Saving and sharing a report with the wider team
Reports can be saved and shared with anyone directly from Figured itself - no need to export to PDF or copy the report, instead you can save the report to the farm and invite people in to view it directly.
To save a report, use Share report > Save report.
Once a report has been saved, you can access it at any time under Reports > Saved Reports.
Inside of a saved report, you can then add any commentary on the report by clicking on a number. Comments can be added by multiple people at the same time, and if there are any other people viewing a saved report you'll see an icon of their account appear on the report. Different users can also reply in a thread to comments as well to keep thoughts on the same item all in one place.
Check out the clip below showing how easy it is to comment and start a thread on a Profit & Loss report and how it can be instantly shared with someone who's on the farm.
You will also receive in-app and email notifications when a different user replies back to the comment or thread as well as when you are tagged.
Under the Actions menu you can hide any comments, mute notifications to suspend email notifications, export the report (including any comments) to PDF, copy the report to clipboard, and archive the same report.
In-app, you would also be able to see a small red dot next to the Reporting tab and see a flag with the number of reports with pending notifications. When notifications are muted, you would not be receiving emails for comments however they will still appear in your reporting tab flags.
To find a report you have archived go into Reports > Saved Reports > All Saved Reports and can be toggled on/off like the example below.
For video tutorials check out our reporting YouTube playlist here.