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Issue a Report

Cameron Hemming avatar
Written by Cameron Hemming
Updated this week

In this guide we'll help you to Issue a Report.


Issue a Report using the Web Application

Instructions

Direct Issue a Report

  1. Login to the Web Application

  2. Select Reports on the main navigation panel on the left

  3. Select a draft Report

  4. Click the Publish Tab

  5. Click the Issue button on a revision

  6. Add an Email Address

  7. Add a First Name

  8. Add a Last Name

  9. Select an "Allow Share" Option

  10. Select an "Allow Export" Option

  11. Click the Share button

Your report has now been Issued and the recipient added to the Direct Issue list. The report recipient will receive an email from Raytd with instructions on how to access their Report.

Create a Shareable Link

  1. Login to the Web Application

  2. Select Reports on the main navigation panel on the left

  3. Select a draft Report

  4. Click the Publish Tab

  5. Click the Issue button on a revision

  6. Click the Enable button on the Shareable Link panel

  7. Select an "Allow Share" Option

  8. Click the Copy button on the Shareable Link

Your report is now accessible to anyone who has the Shareable Link. Anyone who accesses the link will be added to the Shareable Link list.

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