Creating a link to fill out a report

How can the Administrator and the Supervisors create a link to fill out a report?

The administrator and supervisors are able to create a link that can be sent to an employee or a customer to give them easy access to filling out a report.

When opening the link, the customer or employee will be sent directly to the specific report. In such a case, the report template, customer, and location will all be predetermined. 

NOTE:

The customer or employee can only fill out the report through the link if they have been granted access to the system.

The link only works on a web browser, and the customer or employee must be signed in to their account.

In this article, you will learn how to create and copy a link to fill out a report:

• How do I create and copy a link to fill out a report?

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How to create and copy a link

	In the menu, go to Reports > Templates
	Click on to create a link for filling out the report
	Select the Customer and the Location
	Click on Copy link