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. Open the dashboard's More options menu (the three dots) and choose Export.
3. Keep This document selected. To protect the file, turn on Password protect PDF and enter a password.
4. Click Export. 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. A progress message shows while the export runs.

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Required inputs

If your report has inputs marked as required, set them on the report first. The export dialog names any required input that's still empty, and the export waits until every one 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.
• The pages you saw on the canvas. The PDF breaks pages exactly where the canvas does, because both come from the same measured layout.
• 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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