# Reports and sharing

Category: Reports, sharing, and clients. Updated 2026-11-12.

Every client and property has a report — everything recorded under it as a page to print, a PDF, or a Word document — plus spreadsheet downloads of its tables, and an owner or admin can share a property's report through a link that needs no sign-in.

## Open or download a report

On a client's or property's page, find the **Report** card (beside the main column on a desktop, below it on a phone).

- **View report** opens the report as a page in a new tab, ready to read or print.
- **Download PDF** saves it as a PDF.
- **Download Word** saves it as a Word document.

The report covers every property, room, rack, device, cable run, and photo under the client or property: the topology map and wiring diagram, rack drawings, floor plans with numbered markers, patch schedules, VLAN tables, power feeds, checklists, work orders, and more. On a phone the maps and tables scroll sideways at a size you can read; a printed or PDF copy fits them to the page.

## Choose the report's sections

1. In the **Report** card's **Sections** row, press the sections button (it reads **All sections**, or how many are chosen).
2. Tick the sections this download should carry, such as **Photos**, **Topology map**, **Wiring diagram**, **Notes**, **Files**, **Checklists**, or **Service history**.
3. Close the sheet and download as usual.

Your choice is kept on this device. **Use the report settings’ defaults** goes back to the defaults an admin set.

## Download a table

Under the report buttons, each table has a row of its own: its name, the button that picks its columns, and its downloads, as CSV for a spreadsheet or label tool and as an Excel workbook:

- **Equipment** — on a client or a property.
- **Cable schedule**, **Patch schedule**, and **Labels** — on a property.

The columns button chooses the table's columns and their order; that choice is kept on this device too.

## Brand the reports

An owner or admin can set what every report carries.

1. Open **Settings**, then **Report branding**.
2. Under **Logo**, press **Choose a logo** (or **Replace the logo**). **Remove the logo** takes it off.
3. Under **Words and sections**, fill in the **Company name**, a **Cover line** (who prepared it and how to reach them), and a **Footer line** (a confidentiality note, a registration number).
4. Tick the sections a report includes unless a download chooses its own.
5. Press **Save report settings**.

Only the owner, or an admin not limited to one client, can change them. A share link and the client portal leave out what they always do, whatever is chosen here.

## Share a property's report

An owner or admin sees a **Share** section on each property's page.

1. Press **New share link**.
2. Add a **Label** saying who it is for, such as "For the landlord".
3. Set **Expires in (days)**, from 1 to 30.
4. Press **New share link**.
5. Copy the address shown and press **Done**. It is shown only this once.

Anyone with the address can open a read-only copy of the property's report — rooms, devices, runs, contacts, and photos — with no sign-in, until it expires or is revoked. Notes, access facts, files, and checklists are left out. It is never the PDF, a CSV, or a client report.

Each link in the list shows when it expires, how many times it was opened, and when it was last opened.

## Revoke a share link

- Press **Revoke** on a link and confirm. It stops working at once; anyone still holding it sees a "not available" page. Expired and revoked links are kept under **Expired and revoked**.
- To close every link at once, open **Settings**, then **Accounts**, and press **Revoke every share link** in the **Share links** section.

> Reports, PDFs, and downloads need a connection. See [Offline](https://cablefolio.com/help/offline/#what-needs-a-connection).

A client with their own portal sign-in can download their reports without a share link. See [The client portal](https://cablefolio.com/help/client-portal/).

## More help

- [Next: The client portal](https://cablefolio.com/help/client-portal/)
- [Contact support](https://cablefolio.com/support/)