Access sharing (collaboration)

You can share the report with your collaborators by giving them access directly in Fincome. Click the Share button, then add the people you want to collaborate with. Two permission levels are available: read-only (the recipient can view the report without modifying it) or editor (the recipient can modify the report). The shared report will then appear in the "Shared with me" section of these people's Fincome account. This is ideal for collaborating internally on a living report, which will be updated in real time for all users with access.

PDF export (static)

To share the report outside Fincome (for example with a customer or a partner), you can export it as a PDF. Click Share > Export to PDF. A PDF file of the report will be generated, which you can download and send. Before exporting, use the "Page mode" option to preview the report's pagination – this lets you check the layout page by page (A4 format) and adjust the content or the size of elements if needed, in order to get a clean, readable printable result.

Updated on: 03/07/2026