> ## Documentation Index
> Fetch the complete documentation index at: https://docs.advocora.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Export & schedule reports

> Download any report as PDF or CSV, email a copy, and set up recurring automated delivery to your team.

Every report can leave Advocora—as a one-time export or on a recurring schedule.

## Exporting

Choose **Export** on any report:

<CardGroup cols={2}>
  <Card title="PDF" icon="file-pdf">
    A formatted document. Toggle the **cover page**, **charts & visuals**, **detail table**, and **narrative note** on or off. PDFs build in the background—you'll see an estimate while it prepares.
  </Card>

  <Card title="CSV" icon="file-csv">
    The raw numbers for your own spreadsheet work. Downloads right away.
  </Card>
</CardGroup>

You can also tick **Email me a copy** to have the export sent to an address instead of downloading.

## Scheduling recurring delivery

Choose **Schedule** (if your role allows) to have a report delivered automatically:

<Steps>
  <Step title="Name the schedule">
    Give it a recognizable name.
  </Step>

  <Step title="Pick a cadence">
    **Daily**, **weekly** (choose the day), or **monthly** (choose the date), plus the hour.
  </Step>

  <Step title="Choose the format and recipients">
    PDF or CSV, the same include options as export, and the email recipients.
  </Step>

  <Step title="Bind to a view (optional)">
    Tie the schedule to a saved view so it always uses those filters.
  </Step>
</Steps>

Manage existing schedules from the report's schedules panel—edit, deactivate, delete, or **Run now**.

<Tip>
  Schedule your key board reports to land in trustees' inboxes the morning of each meeting. Bind each to a saved view so the filters are always right.
</Tip>