Print or export a report
Prepare the rendered report for print/PDF and check layout before treating the export as final.
Fast read
Use the left sidebar or direct page link named in the guide, then check the visible page title before touching filters, sends, downloads, or billing buttons.
Open the final page, shared link, tracker link, embedded widget, or exported report in the same browser before treating the task as complete.
Copy the URL from the address bar, note the account email in Account Settings, take a screenshot, and include the last button you clicked.
Step-by-step
- Open the report in Report mode, not Data or Split mode, because print/export uses the rendered report surface.
- Scroll cover to final page and check page breaks, card labels, chart labels, and footer text before opening print or export.
- Click Download report or use the browser print command only after the on-screen report is clean.
- When the PDF or print preview opens, review the first page, every chart-heavy page, and the final contact/CTA page before saving.
- Name the saved file with the building/report name and date so you can distinguish this export from older drafts.
Mistakes to avoid
Sending a report before checking the exact Data, Split, or Report mode the recipient will open.
Changing filters or modes without checking the final rendered surface.
Assuming a highlighted, shared, or pinned item changed source truth instead of presentation or access.
Frequently asked questions
Start with account, URL, selected mode, filters, building or unit, date range, and recipient context. Most confusion comes from looking at the right data through the wrong workflow state.
Most controls change the view, filter, workflow state, access, or presentation layer. Source sale and unit records remain unchanged unless an admin data-sync or data-correction process explicitly updates them.
Open the final surface the client will see and verify that the key evidence, action, label, or next step is visible without needing you to narrate it separately.
Send the account email, URL, building or unit, saved search or report name, timestamp, screenshot, and the exact action you took immediately before the issue appeared.