Home Bank Reconciliation How do I copy a public link for this reconciliation report?

How do I copy a public link for this reconciliation report?

Last updated on Mar 17, 2026

Short Answer: Open Share, set Report access to Public, then click Copy link to copy the public URL to your clipboard.

PreRequisites

  1. You can open the Share dialog from the report page.

  2. You have permission to set the report to Public, or an Owner/Admin has enabled it.

Steps

  1. Click Share on the reconciliation report page to open 'Share this report'.
    The Share modal opens.

  2. Under Report access, select Public.
    The option shows: 'Anyone with the link can view. No login required.'

  3. Click Copy link to copy the public URL to your clipboard.
    The link is now ready to paste and share.

Troubleshooting

  1. The Public option is not available to select.

    Likely Cause:

    • You do not have permission to change report access.

    Action:

    • Ask an Owner or Admin listed under 'People with access' to set the report to Public.
    • Alternatively, request them to copy and share the public link with you.

Note: Public reports can be viewed without signing in, even though options like 'Sign in' or 'Start for free' may appear on the page.