Export your report as a PPTX file that you can edit in PowerPoint or share with
stakeholders. You can initiate the export from the report toolbar or from the AI Assistant
for reporting.
Note: To use this feature, you must opt in to the AI and machine
learning capabilities on our platform. For more information, see
Enable AI and Machine
Learning.
Ensure that your report is displaying the appropriate data before you start the
export. For example, verify that the correct filters are applied and the required
banners are included.
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Open the modern
report.
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On the report toolbar, click .
A notification message appears that says: AI is gathering your data
and building your slides. Export will start shortly and appear in Active
Exports.
This message then changes to: PPTX export started. Head over to "view
Active Exports" to track its progress.
The process may take a few minutes to complete.
Tip: If you decide you don't want an
export after it started, or if it's taking too long, you can click
Cancel in the Active
Exports dialog. You can only have one export processing at a
time.
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Alternately, in the AI Assistant for reporting, type a prompt like
Export the report as a PPTX file.
When you start the export from the AI Assistant for reporting, you can include
instructions in your prompt to limit which questions or sections are included,
or customize your PowerPoint export.
Here are some ideas:
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Create slides for specific questions. Start with a simple
prompt like Create a PowerPoint slide for #.
Typing # will bring up a data menu from which
you can select the question.

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Create a summary and export the summary as a PowerPoint
presentation. Start with a prompt like Create a
summary for #. Typing # will
bring up a data menu from which you can select the question to
summarize. Once the AI Assistant for reporting produces a summary as
a chat response, click Export to PowerPoint
below the summary.

Note: In this beta release,
generating a PPTX file using an AI Assistant prompt may not always work as
expected. If prompting to generate a PowerPoint file does not produce a
result, try typing
Try again as a follow-up prompt.

If this method still does not work
for you, try using the report toolbar or clicking Export to
PowerPoint instead.
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Alternately, in the AI Assistant for reporting, click Export to
PowerPoint.
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Click on the report toolbar to view the PPTX export's progress.
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When the PPTX file is ready, click Download and follow
your web browser's prompts to open the file.
The exported file is a PowerPoint presentation (.pptx) that you can open and edit in
Microsoft PowerPoint or compatible applications.
The slides reflect the report data displayed when you started the export, including
any filters, banners, weighting, and significance testing applied to the report.