Building and sharing reports
Step-by-step guide to building a report using the 5-step report wizard.
Understand the difference between live and static report modes and when to use each.
How to share reports via public links, private invitations, QR codes, and PDF downloads.
How to export Doclio reports as professional PDF documents.
How to refresh static report data and duplicate reports for recurring updates.
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.
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'.
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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