The video below provides a brief overview of how to share, downloading a Value Report PDF or Excel Sheet:
To download a PDF or Excel version of a report, select the blue arrow to the right of the Share Report button. After selecting the blue arrow you will be given an option to download either a PDF or Excel file to your device.
Looking to share a Value Report with multiple clients? By selecting the blue Share Report button you are able to send either a "Read Only" or "Edit & Save" version of a report.
To do so, input the email address of the recipient (you can send your report to multiple recipients by inserting a comma between each email address) and click the blue Send button on the bottom right.
*You may also generate a link to share by selecting Generate Shareable Link option*