Reports & Exports: CSV, Snapshots, and Branding

Keep exports light and shareable. Use CSV for raw data and branded snapshots for updates.

Reportscsvpdf snapshotbrandingexportstime range
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Overview

Reports should be easy to read and easy to resend. Use CSV for detail and a lightweight snapshot (PDF/Image) for narrative updates.

Branded headers and clear date ranges help stakeholders trust what they’re seeing.

Key Ideas

  • Keep CSV columns stable so downstream sheets don’t break.
  • Include platform/account names on every export.
  • Prefer landscape layout for charts in PDFs.
  • Note the refresh timestamp in the header or footer.

Simple Flow

  1. Choose a time range and metric focus.
  2. Export CSV for raw tables and snapshot for slides.
  3. Share the file and store a copy for audit.
  4. Repeat on a consistent cadence (weekly/monthly).
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FAQs

  • CSV or PDF? CSV for analysis; PDF/Image for quick sharing. Many teams export both.
  • How do I keep reports comparable? Use the same time window, column order, and naming each cycle.
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