Viewing shared Reports as a Client

If your Investigator has shared a Report with you, you will find it in the Reports tab of your Case. This guide explains what you can see, what changes when an Investigator updates a Report, and how to ask for clarifications without leaving the page.

Where Reports live

Open your Case from the Client dashboard and look for the Reports tab in the Case header. The tab only appears when at least one Report has been shared with you. If you do not see it, your Investigator has either not produced a Report yet or has not marked it as Client-visible. See Why Evidence or Reports tabs are missing.

What you will see in a Report

Each Report opens in a clean reader view designed for long-form content. You can read on a phone or a desktop browser. Reports may include:

• Sections with headings, written observations, and timestamps.
• Inline references to Operations from the Case.
• Attached Evidence that the Investigator chose to surface in the Report.
• A signature block at the end if the Report is intended as a final deliverable.

Reports are read-only on the Client side. You cannot edit text or remove sections, which protects the integrity of the document if it is later used in a legal or insurance context.

Drafts versus shared versions

Investigators write Reports in a private workspace called the Report Writer. You only see a Report after it has been shared. Drafts, unsaved edits, and internal notes never appear in the Client view. When the Investigator publishes a new version, the page in your Reports tab updates and the previous content is replaced.

Downloading and printing

If your Investigator has enabled it, you can export a Report to PDF from the top of the page. The export preserves the layout you see on screen, including the title, sections, and any embedded Evidence captions. Some Reports may not have export enabled. In those cases, ask your Investigator to send a final copy through your Documents area or via Messaging.

Asking questions about a Report

Use the Messaging panel inside your Case to ask follow-up questions. See Messaging your Investigator for how that works. Quoting the section heading or pasting a short excerpt helps your Investigator answer quickly.

If a Report disappears

An Investigator can revoke Client visibility at any time, usually because they need to revise a draft or because the Case is being restructured. The tab may then disappear from your view. This is normal. Reach out to your Investigator if you are unsure why a Report is no longer visible.

Related

• Viewing shared Evidence as a Client
• Using the Documents area
• Why Evidence or Reports tabs are missing