Export from an issued release. Choose the edition first if your plan has editions — the export inherits it.
Formats
- PDF — the full document, for circulation and for the file.
- PowerPoint — the board-pack shape, one argument per slide, ratings and conditions carried across.
What carries across
- Every finding, with its rating and its review state.
- Citations, as readable locators: document, page, and where relevant the range or timestamp. A recipient can go and check.
- Tables, charts, diagrams and figures.
- The version identifier and issue date, so the export is traceable to a release.
- The "as of" date on anything drawn from a source-code extract.
What does not
- Analyst files marked internal, unless you include them deliberately.
- Unreviewed drafts. An export is of what has been stood behind; if drafts remain, the export says how many were excluded rather than silently dropping them.
Branding
Exports carry your firm's branding where your plan includes it — logo and colors, or full white-labeling on the higher plans.
Availability
Part of the plans that include report export.