Send vet reports to clients

Select sales
Select the applicable sale.
Select reporting.
Select reports
Select the report you wish to send.
Select options.
Select send as update to send the report as an email update.
Select share report as link to generate a link that can be shared by messaging services and email. The client will then be able to click on the link to view the report.
Select share report as PDF to generate a PDF that can be shared by messaging services and email.
You can repeat the same process for all individual reports.

Select sales
Select the applicable sale.
Select reporting.
Select send under summary report.
You can add, remove and view reports before sending.
Select save and send.
Select send as update to send the report as an email update.
Select share report as link to generate a link that can be shared by messaging services and email. The client will then be able to click on the link to view the report.
Select share report as PDF to generate a PDF that can be shared by messaging services and email.

See how to send vet reports to clients from the ThoroughWorks app. You can either send individual reports to clients or a full summary report.