Exporting PDFs and Summaries

What this is How to export project outputs as PDF reports and data summaries.

Who this is for All workspace members with view access.

Export Options

PDF Report - Full project summary with charts - Financial metrics and outputs - Assumptions used section

Data Export - CSV format for spreadsheet analysis - All input and output fields

How to Export

Single Project 1. Open project detail page 2. Click "Export" dropdown 3. Select format (PDF or CSV) 4. Download starts automatically

Bulk Export 1. Go to project list 2. Select multiple projects 3. Click "Bulk Actions" "Export" 4. ZIP file downloads with all reports

What is Included - Project name and metadata - All input values - Calculated outputs (IRR, payback, etc.) - Assumptions used with source - Model version at time of calculation - Export timestamp

Rules - Viewers can export what they can view - Exports logged in audit trail