This article covers how to share your inspection reports via Manage and how to verify your email template before sending.

Overview

Reports provide a static snapshot of your inspection data at a specific point in time.

When you share a report, your recipient receives a text-based email containing a link to the final report. Recipients can click this link to view the report in their web browser. If they need a physical or offline copy, they can download a PDF version by clicking the download icon in the top-right corner of the shared report web page.

Requirements

Before sharing your reports, ensure the following conditions are met:

• Upload Status: All inspection data on your mobile device must finish uploading before reports are sent to your recipients.
• Preparation: Ensure you have finished customizing your reports, adjusted your settings, and collected any necessary signatures on your device.

Steps

Sharing Reports

You can share reports using the desktop portal, Manage, either by sending a direct web link or attaching a downloaded PDF copy to an email.

Option 1: Share via a Direct Web Link

The report web link is public and can be viewed by anyone without requiring a login.

1. Log in to happy.co.
2. Navigate to the Reports tab.
3. Select the report you want to share.
4. Highlight and copy the URL from your web browser's address bar.
5. Paste and send the copied link to your recipients.

Option 2: Share as a PDF Attachment

1. Log in to happy.co.
2. Navigate to the Reports tab.
3. Select the report you want to download.
4. Click the download icon in the top-right corner of the screen to save a PDF copy to your computer.
5. Attach the downloaded PDF file to an email.