Once your Report is built and reviewed, you have several options for sharing it with clients. This article covers generating PDFs, printing, sharing through the client portal, and managing completed Reports.
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For live meetings, use Presentation Mode: the full-screen view designed for walking through the Report with clients. Access it from the mode toggle at the top of the Report.
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Presentation Mode shows one part at a time and is optimized for screen-sharing or in-person presentations. Parts that have Presentation Mode disabled in their settings won't appear.
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To create a PDF version of your Report:

For the best PDF output, configure these settings in your template:

These template-level settings give you consistent results without adjusting them every time you print.
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Landscape orientation and default margins work for most Reports, but Budget and Assessment tables with many columns can still run wider than a single page. When that happens, reduce what's on the page rather than trying to shrink it:

To include page numbers in your PDF:

Important: For page numbers to display correctly, make sure your template's bottom margin is large enough to accommodate the footer. If page numbers are cut off, increase the bottom margin under Settings > Strategy Templates > [Your Template] > Report Settings.
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You can also set custom margins in the browser's print dialog, but browser print margins reset each time, so template-level margins are more reliable.
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If you've set up Strategy Overview as a client portal, clients can view their Reports directly in the platform.
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When a Report is in Display Mode or marked as Complete, external users with the appropriate permissions can log in and view it. This is the most seamless sharing experience since clients always see the latest version.
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Reports have two states:
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Active Reports you're currently working on. All editing features are available. Draft Reports are visible in Build, Display, and Presentation modes.
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Finished Reports that serve as a historical record. To mark a Report as complete:

Can you edit a completed Report? Yes. Completed Reports are still editable, the status is informational, not a lock. You can make changes and toggle it back to Open if needed. This is useful when you need to correct something after a TSM or add notes from the meeting discussion.
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If you need to remove a part from a specific Report:

This only affects the current Report. The part remains in your template for other Reports.
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Strategy Overview Reports are primarily viewed and shared in three ways:

There is no separate export format, the PDF generated from Display Mode is the print deliverable. For the best results, use Display Mode (not Build or Presentation) as the source for your PDF.
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