Exporting Reports

The Export Studio turns a completed audit into a polished, client-ready PDF under your own brand. Beyond a plain download, it lets you tailor what the client receives: exclude features they don’t use from grading, add your own consulting observations, adjust branding per export, and preview the exact document before it ships.

Open it from any report by clicking Export in the report header.

The Export Studio at a Glance

The studio is split into two halves:

• Left — live preview. The actual PDF your client will receive, rendered in real time. Every change you make re-renders the preview automatically after a moment; you can also force it with the Re-render button in the header.
• Right — four tabs that control the export:

Tab	What it does
Scope	Toggle sections or blocks out of grading. The report re-scores instantly.
Chat	An assistant that applies scope, notes, and branding changes conversationally.
Notes	Add your own observations to the document as attributed partner findings.
Document	Client name, colors, logos, footer, and the AI-written narrative option.

The score chip in the header always shows the effect of your changes — for example 48 F → 50 D · adjusted scope. Reset returns the draft to a clean slate at any time.

None of this modifies the audit itself. Your changes live in a draft overlay on top of the immutable audit data, so you can experiment freely and reset without consequence.

Tailoring the Scope

Not every client uses every HubSpot feature. If a client doesn’t use sequences, grading them on sequence performance is noise — and it unfairly drags their score down.

On the Scope tab, switch off any section or block to exclude it from grading:

1. Open the Scope tab.
2. Toggle off the blocks or sections that don’t apply to this client.
3. Watch the score chip update — the report re-scores using the same deterministic scoring engine, just without the excluded items.

How exclusions stay honest

Exclusions are never silent. The exported document discloses them in three places:

• A “Scope adjustments — agreed with the client” panel on the Scope & Methodology page, listing every exclusion with its reason and the before/after score.
• Excluded blocks remain visible in Appendix A, marked EXCLUDED FROM GRADING with the stated reason.
• The document-control ID in the footer changes whenever the curation changes, so any two versions of an export are distinguishable.

Scores remain a deterministic function of the measured data — excluding an item removes it from the calculation; nothing is ever manually adjusted.

Adding Your Own Findings (Notes)

The Notes tab lets you add observations from your own consulting work — things the automated audit can’t see, like interview findings, process gaps, or wins worth crediting.

1. Open the Notes tab.
2. Choose the section the note belongs to and its type (Risk, Strength, or Note).
3. Write the finding, an optional observed value (e.g. “2 of 4 teams”), and why it matters.
4. Click Add finding.

Each note renders in its section’s chapter as a clearly labeled Partner observation card — attributed to your firm and never counted in any score, so the report’s data integrity is preserved.

Chatting with the Report

The Chat tab drives everything conversationally. Tell it what you want in plain language:

• “They don’t use sequences — don’t grade them on it.”
• “GDPR isn’t relevant for this client, take it out.”
• “Add a note that two sales teams skip the CRM playbook.”
• “Call the client Acme Corp and make the accent color deep teal.”

The assistant applies the changes, reports the new score, and every action it takes is listed beneath its reply. It can change what’s in scope, add notes, and adjust branding — but it can never change a number. Grades always come from the scoring engine.

The Document Tab

The Document tab controls how the export looks and reads, without touching your saved branding configuration:

Setting	Description
Client name	How the client is named on the cover, in the opinion letter, and throughout the document. Without one, generic portals are referred to neutrally (never by raw portal ID).
Base branding	Pick any saved branding configuration as the starting point.
Accent / secondary color	Per-export color overrides (hex or color picker).
Your logo / client logo	Upload logos directly — PNG or SVG with transparent background works best.
Footer line	Your firm’s name, printed on every page and used as the preparer identity.
AI-written narrative	Replace the standard narrative with AI-written executive prose. Every number in the generated text is validated against the audit data before it ships; if validation fails, the export falls back to the standard narrative.
Narrative instruction	Optional guidance for tone and emphasis (e.g. “keep the tone encouraging”). It can shape wording, never facts.

The exported document is white-labeled by design: JetStack AI branding never appears, and raw portal IDs appear only in the document-control block.

What the PDF Contains

The export is a print-grade document (typically 25–35 pages) that includes:

• A cover with your branding and an executive verdict.
• An opinion letter, scope & methodology, and a how-to-read guide.
• An executive summary, scorecard, portal health, and maturity matrix.
• A chapter per section with top findings, your partner observations, and a coverage ledger.
• Data exhibit pages — record-level tables captured by the audit, such as named user lists, report inventories with owners and view counts, and per-property completeness rates. Exhibits appear automatically wherever the audit captured table-like data.
• Peer-benchmark medians on findings where benchmark data exists.
• Prioritization, action plan, and modelled trajectory pages.
• Appendices with the complete, auditable coverage trail — every count in the document reconciles to Appendix A.

Raw Data Exports

If you need machine-readable data rather than the branded document, click Need raw data? JSON / CSV export in the studio footer. This opens the legacy export dialog with JSON and CSV formats.

Troubleshooting

The preview says “out of date.” A change hasn’t been re-rendered yet. It refreshes automatically after a moment, or click Re-render.

An exclusion barely moved the score. Section weights are redistributed proportionally when items are excluded, so removing a small or already-average block can have limited effect. The Scope tab shows the per-section deltas.

The chat won’t change a score directly. By design. Ask it to adjust the scope instead — that’s the legitimate path, and the change is disclosed in the document.