Sharing Your Documents for the Report
With the professional plan, you can share your documents and data as information sources for generating the reports.
You just need to follow two simple steps.
You have two options to do this
Upload or share your documents
- The system accepts documents uploaded directly to MyReport using the user interface, as well as the option to share them from Google Drive.
- With the direct upload option, you can select up to 20 documents stored in MyReport.
- The total number of documents stored on the platform and the retention time will depend on your subscription plan.
- Currently, we accept the following formats:
- web (html)
- documents (pdf, docx, odt, gdoc, txt, rtf, epub)
- spreadsheets (xlsx, ods, gsheet, csv)
- presentations (pptx, odp, gslides)
- images (jpeg, png, svg, tiff, gdraw)
- Information must be in supported languages.
For a larger number of documents
Alternatively, place your documents in a Google Drive folder
- You can include up to 100 files in total, each with a maximum size of 100 MB.
- Google Workspace formats (gdoc, gsheet, gslides) cannot exceed 10 MB each.
- The system will use all files within the directory tree.
- You can share an individual file instead of a folder, if preferred.
Sharing the data
Grant viewer permissions for the folder to us
Our user is googledrive@myreport-2022.iam.gserviceaccount.com , please follow this help guide to add viewer sharing permissions to us. For safety we do not recommend using general permisions for ‘anyone with the sharing link’, but restrict them just to our specific user. When the permissions are granted, just copy the shared link. We highly encourage you to remember removing the permissions when the report is ready to your entire satisfaction.
Using your data
Time to create the report
The copied shared link will be entered into the MyReport interface after the report generation request is completed.
And now you can get a fantastic report from your documents, which will be selected and filtered for you, choosing the most relevant information for the purpose of the report.
Your data is safe
And used only for the report
- Your documents are read exclusively during the report generation process.
- Their content is used only for the purpose of generating the report.
- Files shared from Google Drive are NOT stored or copied.
- Files uploaded directly to MyReport can be deleted at any time.
- Your documents are not read by humans nor used to train any AI.
- Access to our system is secured via user authentication.
- All communications are encrypted using the highest standards.
