Exporting and sharing a report

Every report in Insights → Reports, the QBR Pack included, has two icons: the eye (Preview PDF) opens it in a new browser tab, and the download arrow (Download PDF) saves the file — so you can review before sending or just grab the file straight away. Reports scoped from Tag Actions use text buttons, Preview and Download PDF, and the Security Assessment and the Fleet waste report each have a single download button on their own page. Reports are always PDFs. The cover says who it's prepared for (the legal/display name) and, if set, the point of contact from Settings → Organization. Each report carries the organisation logo (when one is set — the owner uploads it at the top of Settings → Organization) plus the branding from Settings → Organization → Report branding (accent colour, legal/display name, website and report footer text), which owners and admins can edit. For the emailed QBR Pack, use a PNG or JPEG picture. If you need the underlying rows as data rather than a document, use the CSV export in Tag Actions instead.