Exporting Reports (Excel & PDF)
Download executive spreadsheets, weekly briefings, and structured summaries in one click.
AgentCloud automatically compiles complex operational data into clean, client-ready spreadsheets and presentations.
Supported Export Formats#
- Microsoft Excel (.xlsx): Built using exceljs with styled headers, auto-adjusted columns, and calculated totals.
- PDF Documents (.pdf): Formatted report sheets ready for printing or executive briefings.
- Microsoft Word (.docx): Formatted editorial drafts and policy briefs.
How to Generate & Download#
- 1
Request in Chat or Schedule
Instruct the agent: 'Export this week's orders as an Excel spreadsheet'.
- 2
Review Preview Card
The agent generates the file and displays an interactive download card in the chat.
- 3
Download or Access in Dashboard
Click 'Download file' or find the file saved under Dashboard > Generated Files.
Automated File Delivery#
You can combine file generation with recurring schedules to have a weekly sales workbook automatically created and emailed to your team every Monday morning.
Next Steps#
Learn about subscription management and billing controls.