Open Export
Choose Export in the pipeline (⌘/Ctrl+5), or use the Export control in the project top bar. You need a dataset on the project — otherwise you will see that export is locked until you upload.
ScreenshotExport step before generatingEmpty state or section checklist
Choose what to include
Toggle report sections as needed, for example:
- Dataset summary
- Methodology
- Business problem
- Cleaning steps
- SQL / analysis
- Charts / results
- Notes
- Recommendations
Add or edit the brief that frames the report. You can use Draft with AI and revision chips (for example “Make it more executive”) to refine tone — always review the draft before you share it.
ScreenshotReport sections and briefCheckboxes + Draft with AI
Generate and deliver
- Choose Generate report (or Regenerate after edits).
- Review the HTML report preview.
- Choose Print (Print / Save as PDF) and use your browser’s print dialog to save a PDF, or download the HTML report file when offered.
ScreenshotGenerated report with Print actionPreview + Print / Save as PDF
Export is the stakeholder handoff. Keep Clean and Analyze honest — the report can include cleaning steps and analysis, so stakeholders see how you got there.
Next
Invite reviewers with Sharing, or adjust preferences in Settings.