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Active Project Reports (reports with hyperlinks)
Are Reports that have active hyperlinks within the report that can be either unlimited or limited in duration.
To create an active report, you will need to first enable or create a Project link for that specific project prior to creating the report.
The “project link” , can be either set ;
Set at a global level (across all projects within your company WinCan Web account) and will add an “Unlimited” duration link for all projects created ‘post’ enabling of this option.
Or, created for each individual project as and when you choose to add one. Individual links take precedent over unlimited links and have custom durations from 1 day to when ever whenever you choose to expire that link.
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Prior to printing/generating the report for your project, you will need to share the project (reports created before the project is shared will not have active hyperlinks and will need to be regenerated again after the link has been created).
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Go to the main project Window,
select Select the link icon for the specific project,
select Select new link,
Select create new link
decide on your options
Select okay to confirm your settings
Once your link has been created you will be able to see the active link against that project by selecting the link button (selection 1 in the above process). When the link icon is selected the below window will appear.
Active till date, can be unlimited of a date
Is this project downloadable by your client, ticked, yes, unticked no
Edit the Active till and downloadable option
Delete link
Open the project from a customer perspective (Very cool feature)
Copy link (copy link and add it to an email)
Email link directly from WinCan Web (great feature but client email spam filters often kill the email before it gets to the client!!!!, use option 6 and copy the link and email it directly or send them an active report with links in)