You can share a Worthic report by email, as a file, or through workspace access.
On the web, choose the report and use View report or Download CSV to open or save it, or Send to email to deliver it as an attachment.
In the mobile app, open More → Reports, generate or open the report, then choose:
- Email report to send it as an attachment
- Share report to use your phone’s standard sharing options, such as messaging, cloud storage or another compatible app
Worthic saves generated reports in the Document Library under Reports, organised by workspace or reporting line and by year and month. On the web, you can find them in the library or use View previous reports where it is available in a report centre. On mobile, select a report type under More → Reports and tap View previous reports. Only reports within your permitted scope are shown.
If someone regularly needs reports, inviting them to the workspace is usually better than repeatedly sending files. Assign the appropriate role and reporting-line access; once they accept, they can access reports and other documents within that scope. They will not see documents outside the access you grant, and their ability to generate or manage reports depends on their workspace role.