Publish and Share Your Financial Reports

Publishing your finance reports allows you to share key financial insights with your team, investors, or stakeholders in a secure and accessible way. Instead of granting full platform access, you can generate a Secret Unique Link to share your reports effortlessly.

This guide will walk you through the simple steps to publish your finance reports and make them available to the right people while maintaining control over your data.

Steps to Publish Finance Reports:

1

Access your finance forecast module and navigate to the Publish section.

2

Here, You will see the option to share your finance reports via a Unique Link with three sharing preferences:

• Disable: The report remains private.
• Publicly Available: Anyone with the link can view the report.
• Access by Email: Only invited users with their email addresses added can access the report.

3

Now, Click on the Manage Reports option.

A popup will appear, allowing you to select which financial reports you want to include in the published version.

4

Once everything is set, you can use the Open Link option to preview your finance reports.

Also, you click the Copy Link to share them directly with your advisors, team members, investors, or other stakeholders.

Here is a preview of how your financial report will look after it has been published:

Using the finance report publishing feature, you can select which reports to share, manage access levels, and easily distribute them via a secure link. This ensures seamless collaboration with stakeholders.