Share Reports

How to Share Reports with Stakeholders

Report sharing functionality enables efficient distribution of financial information to stakeholders including board members, investors, lenders, advisors and team members without requiring each recipient to have direct system access or perform manual report generation. Integrated sharing capabilities support email delivery, secure link generation and internal team collaboration, ensuring that relevant financial data reaches the right people at the right time whilst maintaining appropriate security controls and access permissions.

Exacc's sharing features include direct email distribution with customisable messages and multiple format options, shareable links with configurable expiry dates and access controls, team member sharing with granular permission settings and distribution list management for recurring report circulation to standard recipient groups. Each sharing method supports audit trails that document who received which reports, when they were accessed and what actions were taken, providing transparency and accountability for financial information distribution.

Strategic report sharing streamlines communication cycles by delivering financial updates directly to stakeholders' inboxes, eliminates version control issues by ensuring all recipients access the same authoritative report version, supports timely decision-making by providing immediate access to current data and reduces administrative burden by automating distribution processes that would otherwise require manual email composition, attachment handling and recipient management.

Ready to distribute your reports? Follow the steps below to share via email, generate secure links, configure team member access and establish efficient, controlled report distribution processes for your stakeholders.

Report Sharing Steps

Email reports directly or share via links with team members, advisors and stakeholders.

You Are All Set!

Your reports are shared securely - stakeholders receive timely financial information via email or links.