Export and share Reports

Export a Report when you need a saved copy of the result. Exporting or recording a sharing destination does not grant new access to the Report and does not create a public link.

Export a Report

1. Open Reports, then open the Report you want to export.
2. Select JSON for a structured data file or PDF for a readable document.
3. Save or share the file using the prompt provided by your browser or device.

CareMap includes only the Report information and evidence you are allowed to view. Restricted evidence and unsafe access details are not included. If the Report's evidence is redacted, CareMap disables export actions and explains that evidence visibility is required.

The top export action shows preparation progress and starts the download when the file is ready. There is no Export history or Report files panel. If preparation takes too long, the message explains when to select the top action again. Canceling a device save prompt does not mark the download as completed.

Reuse an existing PDF

Select PDF again to download the existing file. Another authorized person with the same Report and evidence access can download that same PDF, even if someone else originally created it. Concurrent requests share preparation; completed exports are not retried to download them.

CareMap checks current Report access and the actual stored file before reuse. Changed content or evidence access may require a different accessible copy. A missing or corrupt stored file can be prepared again; other read or preparation failures are shown beside the top action. An earlier export never grants access after permissions change.

Existing delivery records

Previously recorded sharing destinations remain in Delivery history, including the destination, retry state, and safe artifact details. A Recorded state confirms that CareMap saved this delivery record; it does not create a public link or confirm receipt through an external service.

Delivery history can also show Queued, Sending, or Failed. For a failed delivery, use Retry only when CareMap offers it. Hiding export history does not remove existing delivery records or change access to saved documents.

Understand the Report source

The Source shown in the Reports inbox describes how the Report originated or why it is visible to you. It can identify a direct run, assignment, schedule, or reminder. For other Reports, it may show Self, a guardian relationship, a care team, or Organization Staff context.

Source information is not a sharing receipt. It does not mean the Report has been sent to another person, and it does not provide a link that can be shared.

If export or sharing is unavailable

1. Read any evidence-visibility or access notice on the Report.
2. While the top action is preparing an export, allow it to finish.
3. To download an existing PDF, select PDF at the top of the Report.
4. If an export fails, read its message and select the top export action again. For an existing failed delivery, use Retry when it is offered.
5. If the required action remains unavailable, confirm that you opened the intended Report and workspace, then ask the person responsible for that Report's access or organization context for help.

Report files can contain sensitive information. Save or share them only through an approved workflow and store downloaded copies securely.