Exporting Reports

Once you've reviewed and finalised a report, export it as a formatted Word document.

Downloading .docx

Click the Download button in the top bar of the generate page. The document is built instantly in your browser - no server upload required. The file preserves:

  • Headings (H1, H2, H3)
  • Bold, italic, and underlined text
  • Bullet and numbered lists
  • Tables with borders

The filename follows the format TemplateName_ClientName_YYYY-MM-DD.docx.

Re-downloading past reports

Every generated report is saved to the client's profile. Go to the client's Overview tab and click the download icon next to any past report to re-export it.

Editing after export

Need to make changes? Click the edit icon next to a past report on the client's Overview tab. This re-opens the report in the generate page where you can edit and re-download.