Share a report

Access sharing (collaboration)

You can share the report with your collaborators by granting them access directly in Fincome. Click the Share button, then add the people you want to collaborate with. Two permission levels are available: view only (the recipient can view the report without modifying it) or editor (the recipient can edit the report). The shared report will then appear in the “Shared with me” section of those people’s Fincome account. This is ideal for collaborating internally on a live report, which will be updated in real time for all users who have access.

PDF export (static)

To share the report outside of Fincome (for example with a client or 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 pagination – this lets you check the layout page by page (A4 format) and, if necessary, adjust the content or the size of elements to achieve a clean, printable, and readable result.