How to share a report with your team, client or others ?
📤 Sharing a report with colleagues, clients and others
🧾 1. Automatic report by Email
From the Reports menu, you can set up automatic report to one or multiple email addresses.
🔹 Steps to follow:
-
Go to Reports
-
Generate a report and click on "Save the filters and set up an automatic report"
-
Set:
-
Report title
-
Delivery frequency: daily, weekly or monthly
-
Recipients: add as many email addresses as you want
-
-
Click Save.
✅ The report will be sent as a link to the dashboard related to the settings and delivery frequency.
🔗 2. Sharing a report by export
If you don't want to schedule regular delivery, you can manually export a report.
🔹 Method:
-
Access your report in Reports
-
Generate a report and apply filters (view, locations, events, etc.)
-
Click “Export” in the upper left corner.
-
Send the generated file by email using your regular email client.
💡 Ideal for a one-time send or a client meeting.
👁️ 3. Providing direct access via a “Reader” account
If the person you wish to share data with needs regular access, you can create a “Reader” user account for them.
🔹 Advantages:
-
Read-only access (no modifications allowed).
-
Access restricted to the relevant locations or projects.
-
Real-time data reading directly from the portal.
🔹 How to Create:
-
Go to Users & Teams
-
Click “Add a User”.
-
Choose the “Reader” status.
-
Define the accessible locations/projects.
-
Enter the email address and send the invitation
🧠 In Summary
| Method | Ideal For… | Format |
|---|---|---|
| 📧 Automatic Email Report | Regular client or team monitoring | |
| 📂 Manual Export | One-time send or archiving | PDF / Excel |
| 👤 Viewer Access | Autonomous consultation | Dashboard access |
Try Ubiqod
Related Articles
How to export a Taqt Report in PDF format ?
Save and share your Taqt reports in one click by exporting them as PDF files which can be useful for meetings, summaries, and presentations. Export a Report Once your report is displayed in the Taqt dashboard, you can download it as a PDF file (Excel ...How to save and automatically receive Taqt Reports ?
Learn how to save your report filters and activate their automatic email delivery directly from the Taqt dashboard, for an optimized data monitoring experience. Save a Report After configuring and running your report, click on "Save my filters and ...How to generate, customize and analyze your Reports on Taqt ?
Learn how to quickly generate reports (service requests, tasks, satisfaction) on Taqt dashboard, adjust standard views and analyze your data to enhance your operational tracking. Access the Reports Menu Log in to app.taqt.com. Go to the Reports menu. ...Can my client access the Taqt portal? Can I grant access to my client?
? Granting user access to a client It is entirely possible to grant a client access to the Taqt portal! Taqt offers a flexible user management system, enabling to easily share specific data with end clients while maintaining precise control over ...How to use custom views to improve data analysis
?️?️ Use custom views for smarter data tracking and analysis The Taqt dashboard continuously collects valuable data, including staff checks, service requests, satisfaction scores, device status, and so on. To make the most of this information, ...