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 green 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.
Looking to learn how to paste your reports into a Xero report pack?
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.
Check out the clip below of how easy it is to comment on a variance report and how it's instantly shared with someone who's on the farm.
Under the Actions menu you can hide any comments, export the report (including any comments) to PDF, copy the report to clipboard, and archive the same report.
Archived reports then go into Reports > Shared reports > All saved reports and can be toggled on / off like below.