> ## Documentation Index
> Fetch the complete documentation index at: https://fusiondocs.finchai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting Reports

> How to download and share your finished reports

# 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.

## Available Export Formats

### 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

### 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

## How to Export

<Steps>
  <Step title="Open Your Report">
    Navigate to the report you want to export in the main content area.
  </Step>

  <Step title="Click Export">
    Click the **Export** button in the report header area (top-right of the report view).
  </Step>

  <Step title="Select Format">
    Choose your desired format:

    * **Word (.docx)** for editable documents
    * **PDF (.pdf)** for final distribution
  </Step>

  <Step title="Download">
    The file will be prepared and downloaded to your computer. Check your browser's download location.
  </Step>
</Steps>

## Export Considerations

### 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

<Tip>
  Export a draft version first to review how the report looks in the final format before creating your official distribution copy.
</Tip>

### What's Included in Exports

| Element              | Word (.docx) | PDF |
| -------------------- | ------------ | --- |
| Report title         | Yes          | Yes |
| Section headings     | Yes          | Yes |
| Body text            | Yes          | Yes |
| Tables               | Yes          | Yes |
| Citations            | Yes          | Yes |
| Entity highlights    | No           | No  |
| Interactive features | No           | No  |

### What's Not Included

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

## Working with Exported Files

### 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

### 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

## Sharing Exported Reports

Share exported files through:

* Email attachments
* Cloud storage links (Google Drive, Dropbox, OneDrive)
* Internal document management systems
* Client portals

### 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

## Archiving Reports

### 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

### Recommended File Naming

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
```

## Troubleshooting

<AccordionGroup>
  <Accordion title="Export is taking too long">
    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.
  </Accordion>

  <Accordion title="Exported file looks different than expected">
    Export formats may not preserve all visual elements from the on-screen view. Review the export and make adjustments in Word if needed.
  </Accordion>

  <Accordion title="Download didn't start">
    Check your browser settings for blocked downloads. Try clicking the export button again or use a different browser.
  </Accordion>

  <Accordion title="Exported file is corrupted">
    The download may have been interrupted. Delete the file and export again with a stable internet connection.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Using Templates" icon="table-layout" href="/templates/using-templates">
    Save report structures as reusable templates
  </Card>

  <Card title="Sharing Projects" icon="users" href="/projects/sharing-projects">
    Collaborate with team members on reports
  </Card>
</CardGroup>