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Share a report

Every report in Florio has its own web address, and the address always matches what is on your screen: the report, the period or date range, and on Cash / Receivables the as-of date and the QuickBooks toggle. That means the view you are looking at is always one Copy away from being in front of a teammate.

Before you start

  • Anyone opening a shared link needs a Florio sign-in with permission to view that report. For an outside accountant or bookkeeper, ask your admin to create a read-only account.
  • Links survive sign-in: someone who follows a link while signed out lands on the exact report after they sign in, not on the dashboard.
  1. Open Reports and pick the report.
  2. Set the filters the way you want them seen: the period, the date range, or the as-of date on Cash / Receivables.
  3. Click Copy link in the report header.
  4. Paste it into an email, a chat, or a bookmark. It opens the same view every time; a bookmarked aging link with an as-of date shows that date’s aging, not today’s.

Pin your favorites

  1. Hover over a report in the left-hand list, or open All reports.
  2. Click the star. Pinned reports appear in their own group at the top of the list and the gallery.
  3. Pins are saved to your account, so the same favorites show up on every device you sign in from.

Choose where Reports opens

  1. Open All reports. Each report has a one-line description if you are not sure which one you need.
  2. Use Reports opens to in the header to pick between the gallery and your last report. Out of the box, Reports reopens whatever you looked at last.

Get the numbers into a spreadsheet

Click Export CSV on any report table. The file is produced by the server from the same numbers on your screen, so an export made by a teammate on another device matches yours line for line. The Cash / Receivables export includes each customer’s per-event detail rows and the aging totals.

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