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Exporting Reports

Export your reports to PDF, Word, or HTML with professional formatting. Share with stakeholders, publish to the web, or integrate with your existing workflows.

Export Options Overview#

PromptReports supports multiple export formats to meet your distribution needs. Whether you need a polished PDF for executive presentations, an editable Word document for collaboration, or a web page for online sharing, we have you covered.

PDF Export

Professional, print-ready documents with full formatting and visualizations.

Word Export

Editable DOCX files for collaboration and further refinement.

Web Publishing

Interactive HTML pages with live charts and shareable links.

FormatBest ForFeatures
PDFFinal delivery, presentations, archivalPrint-ready, consistent formatting, password protection
Word (DOCX)Collaboration, editing, client reviewEditable text, track changes compatible, comments
HTMLOnline sharing, interactive viewingLive charts, responsive design, embedded sharing
MarkdownDeveloper workflows, version controlPlain text, Git-friendly, easy conversion
PowerPointPresentations, slide decksSlide-per-section, speaker notes, animations

PDF Export#

PDF export is powered by PDFMake, providing professional-quality documents suitable for executive presentations, client deliverables, and archival purposes.

1

Open Export Menu

Click the "Export" button in the report toolbar or use the keyboard shortcut Ctrl/Cmd + E.
2

Select PDF Format

Choose PDF from the format options. Configure page size, orientation, and margins.
3

Configure Options

Set title page options, table of contents, headers/footers, and page numbering preferences.
4

Apply Security (Optional)

Add password protection, disable printing, or restrict editing if needed for sensitive reports.
5

Generate and Download

Click "Export" to generate the PDF. Download directly or save to cloud storage.

Print-Ready Quality

High-resolution output suitable for professional printing. CMYK color support available.

Security Options

Password protection, permission controls, and watermarking for sensitive documents.

Embedded Graphics

Charts and images are embedded at full resolution. Vector graphics where possible.

Custom Styling

Apply your brand colors, fonts, and logo. Multiple cover page templates available.

PDF OptionDescriptionDefault
Page SizeA4, Letter, Legal, or custom dimensionsA4
OrientationPortrait or landscapePortrait
MarginsTop, bottom, left, right spacing2.5cm all
Title PageInclude a cover page with report metadataEnabled
Table of ContentsAuto-generated TOC from headingsEnabled
Page NumbersPosition and format of page numbersBottom center
Headers/FootersRepeating text on each pageReport title in header
CompressionImage quality vs file size balanceMedium

Word Export#

Word (DOCX) export creates fully editable documents that maintain your report's formatting while allowing recipients to make changes, add comments, and use track changes.

Full Editability

All text, tables, and basic formatting can be edited in Microsoft Word or compatible applications.

Collaboration Ready

Compatible with Track Changes, comments, and co-authoring features in Word and Google Docs.

Word FeatureSupport LevelNotes
Text FormattingFullBold, italic, headings, lists all preserved
TablesFullStructure and basic styling maintained
ImagesFullEmbedded at original resolution
ChartsAs ImagesHigh-quality static images
StylesPartialMapped to standard Word styles
TOCFullLinked table of contents with page numbers
HyperlinksFullInternal and external links preserved

HTML & Web Publishing#

HTML export and web publishing create interactive, responsive web pages that preserve all dynamic features including live charts, hover effects, and navigation.

1

Choose Publishing Method

Select "Publish to Web" for hosted pages or "Export HTML" for self-hosted files.
2

Configure Visibility

Set public access, password protection, or restrict to specific email domains.
3

Customize URL (Optional)

Choose a custom URL slug for easier sharing. Premium feature for custom domains.
4

Enable/Disable Features

Choose which interactive features to include: comments, downloads, sharing buttons.
5

Publish

Click publish to generate your shareable link. Update anytime with "Republish".

Instant Publishing

Publish reports to a shareable URL with one click. No server setup required.

Shareable Links

Generate permanent or expiring links. Track views and engagement.

Embed Anywhere

Get embed codes to include reports in your website, blog, or intranet.

Access Control

Password protection, email domain restrictions, or single sign-on integration.

Embed Code Example
html
<!-- Responsive Embed -->
<iframe
  src="https://app.promptreports.ai/embed/report-id"
  width="100%"
  height="800"
  frameborder="0"
  allowfullscreen
></iframe>

<!-- With Access Token -->
<iframe
  src="https://app.promptreports.ai/embed/report-id?token=YOUR_TOKEN"
  width="100%"
  height="800"
  frameborder="0"
></iframe>

Sharing & Collaboration#

Beyond exporting files, PromptReports provides multiple ways to share your reports with stakeholders, clients, and team members.

Direct Sharing

Share directly with other PromptReports users. They can view, comment, or collaborate based on permissions.

Email Delivery

Send reports directly via email. Schedule regular deliveries for recurring reports.

Cloud Storage

Export directly to Google Drive, Dropbox, or OneDrive. Automatic sync options available.

Shareable Links

Generate view-only links with optional expiration. Track who accessed your reports.

Sharing MethodAccess ControlBest For
Direct ShareUser permissions (view/edit/admin)Team collaboration
Public LinkAnyone with linkWide distribution
Password LinkAnyone with passwordClient delivery
Domain RestrictionUsers with specific email domainInternal sharing
Email DeliveryRecipients onlyScheduled distribution

Branding & Styling#

Make your exported reports reflect your brand identity with custom styling options that apply consistently across all export formats.

Brand Colors

Define primary, secondary, and accent colors that apply to headings, charts, and highlights.

Logo Placement

Add your logo to cover pages, headers, or footers. Control size and positioning.

Custom Templates

Create branded export templates with your preferred layouts and styling.

Typography

Choose fonts for headings and body text. Upload custom fonts for exact brand matching.

Scheduled Exports#

Automate report delivery with scheduled exports. Perfect for recurring reports that need to be delivered to stakeholders on a regular basis.

1

Enable Scheduling

Open the report settings and navigate to the "Schedule" tab. Enable scheduled export.
2

Set Frequency

Choose daily, weekly, monthly, or custom intervals. Set the specific time for generation.
3

Configure Delivery

Add email recipients, cloud storage destinations, or webhook endpoints.
4

Set Data Refresh

If your report uses external data, configure when data should refresh before export.
5

Test and Activate

Run a test export to verify settings. Activate the schedule when ready.

Flexible Scheduling

Daily, weekly, monthly, or custom cron expressions. Multiple schedules per report.

Multi-Destination

Deliver to email, Slack, Teams, cloud storage, or custom webhooks simultaneously.

API Export#

Integrate report generation and export into your existing workflows using the PromptReports API. Generate reports programmatically and retrieve exports in any supported format.

Export via API
typescript
// Generate and export a report via API
const response = await fetch('https://api.promptreports.ai/v1/reports/export', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    reportId: 'report_abc123',
    format: 'pdf',
    options: {
      includeTableOfContents: true,
      pageSize: 'A4',
      orientation: 'portrait',
      branding: {
        logoUrl: 'https://yoursite.com/logo.png',
        primaryColor: '#1a73e8'
      }
    }
  })
});

const { downloadUrl, expiresAt } = await response.json();
console.log('Download your report:', downloadUrl);
API EndpointMethodDescription
/reports/{id}/exportPOSTGenerate export in specified format
/reports/{id}/exportsGETList previous exports
/reports/{id}/publishPOSTPublish to web
/reports/{id}/sharePOSTGenerate shareable link
/exports/{id}/statusGETCheck export generation status
/exports/{id}/downloadGETDownload generated export