Export and Reporting

What it is:📤 Export a snapshot or dataset for sharing or analysis.

• CSV / Excel (.xlsx) — structured data for analysis/reporting.
• PDF — a visual snapshot for briefings or approvals.

1. Open Export.

2. Choose CSV, Excel, or PDF.

3. (PDF) Adjust print scale/zoom if content looks cut off.

Common Questions

My PDF is cut off — how do I fix it?

Reduce print Scale and/or change Teams zoom, then export again.