Having finalised a report in the Report Editor and changed the Report Status to 'Published', it is possible for Writer and Reader users to upload and automatically save the report (as a PDF) against the client record(s) in their back office system - assuming they have an active integration and the client is integrated.
This can be done from directly within the Report Editor or from the Client & Report Library.
The Report Editor
On changing the Report Status to 'Published' with the Report Editor. You will be automatically prompted to confirm whether you wish to upload the published report to your CRM (back office system).
The Client & Report Library
You can upload a 'Published' report to your back office system at any time from within the 'Report' window by clicking the Upload report to CRM icon to the right of the version name.
Please note, the upload report to CRM icon only becomes active once the Report Status has been set to 'Published'.
The articles below provide more specific instruction on how to do this for each back office system.
How do I upload the report back into Curo from within the Report Editor?
How do I upload the report back into intelliflo office from within the Report Editor?
How do I upload the report back into Plannr from within the Report Editor?
How do I upload the report back into Xplan from within the Report Editor?