The Generate Link feature in GuardsPro allows admins to create a temporary link for a standard or an incident report from the Back Office Dashboard. This makes it easier to access and share report information without navigating through the entire system.
Users can apply filters to find the required reports and generate temporary links with a specified validity period. These links can then be copied and shared with relevant team members, clients, or supervisors for convenient access to report information.
📌 Prerequisites
Before generating a report link, ensure that you have:
Access to the Reports section on the GuardsPro Back Office Dashboard.
Identify the report you want to generate a link for.
Applied the relevant filters, if required, to locate the specific report.
✅ This guide will walk you through the steps to generate a report link on the Back Office Dashboard.
📂 Step 1: Navigate to the Reports Section
Log in to your GuardsPro Back Office Dashboard.
Navigate to the Reports section from the main menu.
Select Standard Reports or Incident Reports, as temporary links can only be generated for these two report types.
🔍 Step 2: Apply Filters to Find the Required Report
At the top of the page, locate the available filtering options.
Apply the relevant filters, such as Client, Post Site, Date Range, Guard, or other available criteria.
Review the filtered results and locate the report for which you want to generate a link.
💡 Tip: To save time when accessing frequently used report views, use the Save Filter option. This allows you to reuse your preferred filter settings without applying them again manually.
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🔗 Step 3: Generate a Link to the Report
Click the three-dot menu (⋮) next to the report.
Select Generate Link from the available options.
⏳ Step 4: Set Link Validity, Copy, and Share the Report Link
A pop-up window will appear displaying the temporary report link.
Select the desired link validity period, ranging from 24 hours to 3 months, based on your requirements.
Click Copy Link to copy the generated report link.
Once the link is generated, a link icon will appear below the report ID. You can click this icon to copy the link again whenever required.
Paste the copied link into an email, chat message, or document to share it with the intended recipients.
📝 Note: Temporary links can only be generated for Standard Reports and Incident Reports. The generated link expires after the selected validity period, so ensure that recipients access the report while the link is still valid.
🚩 Additional Actions: Flag or Watch a Report
From the same Reports screen, you can also use the following features:
Flag a Report: Mark a report for attention or follow-up. For more information, refer to How to Flag Reports on the Back-Office Dashboard.
Watch a Report: Add a report to your watch list to stay informed about relevant report activity. For more information, refer to How to Add a Report to the Watch View on the Back-Office Dashboard.
🎯 That’s it! The Generate Link feature makes it easy to create and share direct links to specific reports from the GuardsPro Back Office Dashboard. By applying filters, selecting an appropriate validity period, and sharing the generated link, you can simplify report access and improve collaboration with your team.
For further assistance, feel free to contact the GuardsPro Support Team anytime.
For a quick walkthrough, watch our tutorial video on YouTube.
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