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Exporting Reports

Once you’ve generated and refined your report, you can export it for sharing, printing, or archiving. Finch Fusion supports exporting to Word and PDF formats.

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Available Export Formats

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Word Document (.docx)

The most flexible format for further editing and formatting. Best for:
  • Additional editing in Microsoft Word
  • Collaboration with external parties
  • Template creation
  • Client deliverables
Includes:
  • Full text content with section headings
  • Basic formatting (bold, italic, lists)
  • Tables (if present)
  • Citations

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PDF Document (.pdf)

A fixed-format document ideal for distribution. Best for:
  • Final distribution
  • Printing
  • Archiving
  • Email attachments
Includes:
  • Formatted content with professional layout
  • Fixed formatting (cannot be edited)
  • Citations

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How to Export

1

Open Your Report

Navigate to the report you want to export in the main content area.
2

Click Export

Click the Export button in the report header area (top-right of the report view).
3

Select Format

Choose your desired format:
  • Word (.docx) for editable documents
  • PDF (.pdf) for final distribution
4

Download

The file will be prepared and downloaded to your computer. Check your browser’s download location.

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Export Considerations

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Before Exporting

Complete these steps before creating your final export:
  • Review content - Check all sections for accuracy
  • Verify formatting - Ensure headings and structure are correct
  • Check citations - Confirm references are properly included
  • Proofread - Final check for typos and errors
Export a draft version first to review how the report looks in the final format before creating your official distribution copy.

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What’s Included in Exports

ElementWord (.docx)PDF
Report titleYesYes
Section headingsYesYes
Body textYesYes
TablesYesYes
CitationsYesYes
Entity highlightsNoNo
Interactive featuresNoNo

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What’s Not Included

  • Entity highlighting (color coding is for on-screen viewing only)
  • Interactive elements
  • Linked documents
  • Chat history

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Working with Exported Files

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Word Documents

After exporting to Word:
  1. Open the file in Microsoft Word or compatible software
  2. Apply your organization’s template or branding
  3. Make any final formatting adjustments
  4. Save or export to other formats as needed

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PDF Documents

PDF exports are ready for immediate use:
  1. Open to verify content
  2. Add password protection if needed (using PDF software)
  3. Share via email or document management systems

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Sharing Exported Reports

Share exported files through:
  • Email attachments
  • Cloud storage links (Google Drive, Dropbox, OneDrive)
  • Internal document management systems
  • Client portals

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Branding and Customization

For professional distribution:
  1. Export to Word format
  2. Apply your company template
  3. Add cover page with branding
  4. Export to PDF for final distribution

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Archiving Reports

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Best Practices for Archiving

When saving reports for long-term storage:
  • Name files clearly - Include date, subject, and version
  • Use PDF for archives - Fixed format ensures future readability
  • Store source documents - Keep original documents with the report
  • Document metadata - Note the project, author, and creation date
Use consistent naming conventions: 
[Date]_[Subject]_[Report Type]_[Version].pdf

Examples:
2026-02-05_Tesla_Company_Analysis_v1.pdf
2026-02-05_Semiconductor_Industry_Overview_FINAL.pdf

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Troubleshooting

Large reports with many sections may take time to generate. Wait for the export to complete. If it exceeds 5 minutes, try refreshing and exporting again.
Export formats may not preserve all visual elements from the on-screen view. Review the export and make adjustments in Word if needed.
Check your browser settings for blocked downloads. Try clicking the export button again or use a different browser.
The download may have been interrupted. Delete the file and export again with a stable internet connection.

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Next Steps

Using Templates

Save report structures as reusable templates

Sharing Projects

Collaborate with team members on reports