Export PDF Reports and Share with Clients

PDF export

From any completed report:

1. Open the report detail page.

2. Click Download PDF.

3. The file includes scores, findings, charts, and the action plan.

On Pro and Agency plans, PDFs use your white-label branding (logo, colours) when configured under Settings.

CSV action plan

Export the prioritised task list as a spreadsheet — ideal for importing into Asana, Jira, or client project trackers.

Share links

Generate a read-only share link so clients view results without a login. Revoke access by deleting the share token from the report page.

Scheduled reports

Pro users can schedule recurring analyses. Reports run automatically and appear in History — pair with email notifications or manual PDF delivery to clients.

Tips for client delivery

• Run the report before your kickoff call so discussion stays strategic.
• Lead with the top 5 quick wins from the action plan.
• Re-run monthly and compare to show progress.