Downloading & sharing reports (PDF)
Turn any published report into a clean, branded PDF you can send on.
Every published report can be exported as a branded, print-ready PDF - handy for emailing a stakeholder or attaching to a client update.
How to download
- Open the report from your reports list.
- Choose Download PDF - a clean, branded version opens in a new tab.
- Use your browser's Print dialog and "Save as PDF" (the page is styled specifically for print).
The PDF carries the report title, the period, your logo and branding, and the full formatted content. The header also keeps the "Built on N facts from your business profile" line, so a shared PDF shows the reader how much of the business's own context went into it - see Generating & reading reports.
Who can download
- The report must be published (drafts aren't downloadable until they're live).
- The reader must have access to the account the report belongs to.
Because the PDF is branded, what your client downloads carries their branding (logo and colours), not yours - it looks like their own report. Make sure a report is published before you point a client at it.
The PDF carries your company branding, set in Your workspace settings.
Tips
- Reports render in clean Markdown, so headings and tables come through neatly in the PDF.
- Want to tweak the wording first? Edit the report before downloading - see Generating & reading reports.