Exporting the report

What the PDF contains, pre-export checks and branding.

Export PDF in the top-right renders the finished document.

What the PDF contains

The document as assembled in the outline: cover page, document control page, numbered sections with their narrative and figures, appendices, and any PDF pages spliced in.

The cover and document control pages are populated from Report details.

Before you export

  • Check Report details is complete — particularly Report number, Issue date and Revision
  • Check section order in the outline
  • Confirm figures inserted via Create image or Map annotation actually appear, not just exist in the Media library
  • Read the preview

Branding

The document takes its logo, colours and contact details from the brand set in Report templates and brands. If your organisation has more than one brand, confirm the right one is applied before issuing.

After exporting

The report keeps its status in the register. Move it from draft to approved when it has been signed off.