Exporting to PDF

Export turns your document sheet into a production-ready PDF — fixed page size, correct page count, and no authoring chrome.

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Export a report

1. Open the document sheet you want to export.
2. Click Export PDF in the toolbar.
3. Supply values for any required inputs in the export dialog.
4. The PDF generates and downloads to your machine.

Simple reports usually finish in under a minute. Reports with large tables take longer because the data has to be queried and laid out across pages — the export button shows progress while it runs.

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Required inputs

If your report has inputs marked as required, the export dialog asks for them before generating the PDF. You can't proceed until every required input has a value.

Optional inputs use their default value when you skip them, so you only see fields that actually need your attention.

For how to mark inputs as required, see Inputs and variables.

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What's in the PDF

• Exact page fidelity. Every page renders at the size and orientation you configured (Letter or A4, portrait or landscape) with the margins you set.
• Headers and footers on every page. Logos, titles, and page numbers repeat across the document.
• Tables paginated cleanly. Rows never split mid-row. Column headers repeat on continuation pages when you've enabled that.
• Variables resolved. Handlebar references like {{period.range}} are replaced with their runtime values (for example, "Jan 1 – Mar 31, 2025").
• Real document metadata. {{document.generatedAt}} shows the exact export timestamp, and {{document.pageNumber}} / {{document.pageCount}} reflect the final paginated PDF.

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