📊Reports
Building and sharing reports
Building a Report
Step-by-step guide to building a report using the 5-step report wizard.
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Live vs Static Reports
Understand the difference between live and static report modes and when to use each.
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Sharing Reports
How to share reports via public links, private invitations, QR codes, and PDF downloads.
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Report PDF Export
How to export Doclio reports as professional PDF documents.
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Refreshing and Duplicating Reports
How to refresh static report data and duplicate reports for recurring updates.
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Sharing Reports with QR Codes
Every report PDF carries a QR code on page 1 that links back to the online report — useful for printed report sets, the site office wall, and induction packs.
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Commenting & responding on a shared report
Reading a report is open to anyone with the link; commenting, attaching photos, or responding needs a free Doclio account. Recipients create one inline on the report (email + password, no magic link / confirmation email). Owner-optional guest approve/respond is enabled per recipient with 'Allow this recipient to respond'.
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The Interactive Report Viewer
What report recipients see and how they collaborate. One viewer opens from the public link (/report), an invited recipient's one-click link (/rv), or a member's Reports list (/report-view). Reading is open; commenting/attaching needs a free account created in the viewer (no magic link); owner-optional responses. The /r/ Mailbox-thread link is the email-reply variant.
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