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.
Presenting your TSM
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.
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.
Generating a PDF
To create a PDF version of your Report:
Open the Report in Display Mode (the clean, client-facing view)
Use your browser's print function (Ctrl+P / Cmd+P)
Select Print to PDF or Save as PDF as the destination
Review the preview and adjust settings if needed
Save the PDF
Recommended print settings
For the best PDF output, configure these settings in your template:
Go to Settings > Templates > [Your Template] > Report Settings
Set the following: - Margins: 30px on all sides - Page size: Letter - Page orientation: Landscape (recommended for Reports with tables and data)
These template-level settings give you consistent results without adjusting them every time you print.
Adding page numbers
To include page numbers in your PDF:
Open the Report in Display Mode
Open your browser's print dialog (Ctrl+P / Cmd+P)
Expand More Settings in the print dialog
Enable Headers and Footers
Select Print to PDF as the printer
Important: For page numbers to display correctly, make sure your template's bottom margin is at least 32mm. Set this under Settings > Templates > [Your Template] > Report Settings > Bottom Margin.
Alternatively, you can set custom margins in the browser's print dialog: Top 0.015", Bottom 0.015", Left 0.71", Right 0.71". Keep in mind that browser print margins reset each time, so template-level margins are more reliable.
Sharing through the client portal
If you've set up Strategy Overview as a client portal, clients can view their Reports directly in the platform.
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.
Report lifecycle: Draft vs. Complete
Reports have two states:
Draft
Active Reports you're currently working on. All editing features are available. Draft Reports are visible in Build, Display, and Presentation modes.
Complete
Finished Reports that serve as a historical record. To mark a Report as complete:
Click the status indicator (shows "Open" or "Draft") at the top of the Report
Toggle it to 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.
Deleting parts from a draft
If you need to remove a part from a specific Report:
Open Report Settings from the top of the Report
Find the part you want to remove
Delete or disable it
This only affects the current Report. The part remains in your template for other Reports.
Report types and formats
Strategy Overview Reports are primarily viewed and shared in three ways:
In-platform: through Build, Display, and Presentation modes directly in the browser
PDF: generated from Display Mode using the browser's print-to-PDF function
Client portal: external users access Display Mode through their login
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.
Tips for professional output
Review in Display Mode before sharing anything. Build Mode shows internal notes and hidden items that shouldn't reach clients.
Use landscape orientation for Reports with Assessment tables, technology data, and Budget views. The wider format prevents columns from getting squeezed.
Set consistent margins at the template level so every Report prints the same way. Adjusting margins in the browser print dialog is error-prone and doesn't persist.
Add a Cover Page for a polished first impression. Even a simple branded cover with the client name and date elevates the deliverable.
Save PDFs with descriptive names like "Acme Corp - Technology Strategy Meeting - Q1 2026.pdf" so they're easy to find later.