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Viewing & Sharing Reports

Can I email a report to my client?

Business accounts can email a client in two ways. In both cases a finished report goes with the message — there is no send without a report attached.

When you create the report — enter their name and email on the confirm page. We send the PDF and an online link when it is ready.

Later, from your account — add them to your contact list, then use Send property report (or Send from the vault). You pick one person and one finished report. Send stays blocked until a report is selected. There is no bulk send, CC or BCC.

Read the full walkthrough, including unsubscribes and what “accepted” means, in Emailing a report to a client.

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