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.
| Format | Best For | Features |
|---|---|---|
| Final delivery, presentations, archival | Print-ready, consistent formatting, password protection | |
| Word (DOCX) | Collaboration, editing, client review | Editable text, track changes compatible, comments |
| HTML | Online sharing, interactive viewing | Live charts, responsive design, embedded sharing |
| Markdown | Developer workflows, version control | Plain text, Git-friendly, easy conversion |
| PowerPoint | Presentations, slide decks | Slide-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.
Open Export Menu
Select PDF Format
Configure Options
Apply Security (Optional)
Generate and Download
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 Option | Description | Default |
|---|---|---|
| Page Size | A4, Letter, Legal, or custom dimensions | A4 |
| Orientation | Portrait or landscape | Portrait |
| Margins | Top, bottom, left, right spacing | 2.5cm all |
| Title Page | Include a cover page with report metadata | Enabled |
| Table of Contents | Auto-generated TOC from headings | Enabled |
| Page Numbers | Position and format of page numbers | Bottom center |
| Headers/Footers | Repeating text on each page | Report title in header |
| Compression | Image quality vs file size balance | Medium |
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.
Chart Handling in Word
| Word Feature | Support Level | Notes |
|---|---|---|
| Text Formatting | Full | Bold, italic, headings, lists all preserved |
| Tables | Full | Structure and basic styling maintained |
| Images | Full | Embedded at original resolution |
| Charts | As Images | High-quality static images |
| Styles | Partial | Mapped to standard Word styles |
| TOC | Full | Linked table of contents with page numbers |
| Hyperlinks | Full | Internal 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.
Choose Publishing Method
Configure Visibility
Customize URL (Optional)
Enable/Disable Features
Publish
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.
<!-- 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 Method | Access Control | Best For |
|---|---|---|
| Direct Share | User permissions (view/edit/admin) | Team collaboration |
| Public Link | Anyone with link | Wide distribution |
| Password Link | Anyone with password | Client delivery |
| Domain Restriction | Users with specific email domain | Internal sharing |
| Email Delivery | Recipients only | Scheduled 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.
Brand Templates
Scheduled Exports#
Automate report delivery with scheduled exports. Perfect for recurring reports that need to be delivered to stakeholders on a regular basis.
Enable Scheduling
Set Frequency
Configure Delivery
Set Data Refresh
Test and Activate
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.
Automation Credits
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.
// 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 Endpoint | Method | Description |
|---|---|---|
| /reports/{id}/export | POST | Generate export in specified format |
| /reports/{id}/exports | GET | List previous exports |
| /reports/{id}/publish | POST | Publish to web |
| /reports/{id}/share | POST | Generate shareable link |
| /exports/{id}/status | GET | Check export generation status |
| /exports/{id}/download | GET | Download generated export |