# Saving & Sharing Custom Reports

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### Add Comments Before or After You Share

Add comments anywhere in the layout:

* Click the **speech bubble** icon next to a section
* Use **@mentions** to tag teammates or request input

<div align="left"><figure><img src="/spaces/Qp6kVxx1FJYsPtDHusNl/files/P6fPofPPJalVuX860SiE" alt="" width="375"><figcaption></figcaption></figure></div>

For full setup instructions, see: [Creating a Custom Report](/business-insights-and-reporting/business-insights-reportings/custom-reports.md)

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### Collaboration/Sharing

Once you publish the **Draft** or the **Final Version**, the collaboration panel automatically appears on the right. This panel gives you everything you need to track activity, leave comments, @mention teammates or clients, and manage sharing access.

The same collaboration tools remain available for both draft and final published reports.

<table><thead><tr><th width="143.7265625">Feature</th><th width="398.953125">What It Does</th><th></th></tr></thead><tbody><tr><td><strong>Report Activity</strong></td><td>Shows the full history of the report — creation, edits, shares, and publish events.</td><td><img src="/spaces/Qp6kVxx1FJYsPtDHusNl/files/DTSlvyfeFVW685XZc4Yu" alt="" data-size="original"></td></tr><tr><td><strong>Comments</strong></td><td>Leave comments, tag teammates with @mentions, and track feedback or follow-ups.</td><td><img src="/spaces/Qp6kVxx1FJYsPtDHusNl/files/vIN1NmxnDZkE14xTOf9G" alt="" data-size="original"></td></tr><tr><td><strong>Share Report</strong></td><td>Share via name/email, <em>Send a copy to myself</em>, or <em>Get link</em> for a secure shareable URL.</td><td><img src="/spaces/Qp6kVxx1FJYsPtDHusNl/files/TppQKkehsHnF0zK7rYri" alt="" data-size="original"></td></tr></tbody></table>

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### Print / Save as PDF

1. Click **Download** in the **Draft** or **Final** version of your report.&#x20;

If the report has no attachments, it downloads as a PDF. If the report includes attachments, it downloads as a ZIP file containing the report PDF and all supporting documents.

<div align="left"><figure><img src="/spaces/Qp6kVxx1FJYsPtDHusNl/files/YnxknilDWSXXy0B89Q4i" alt="" width="563"><figcaption></figcaption></figure></div>

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**Need to download P\&L, Balance Sheet, Cash Flow, AR/AP Aging, or multiple reports at once?**\
See [Downloading Financials in Digits](/business-insights-and-reporting/business-insights-reportings/download-financials.md)

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### Frequently Asked Questions

<details>

<summary>Can shared reports be viewed without a Digits login?</summary>

If you email a PDF, anyone can view it without logging in. However, shared links, comments, @mentions, and in-app access all require a Digits login. This ensures report access stays secure and trackable.

</details>

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