Export a modern report to PowerPoint (beta)

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.

1. Open the modern report.
2. On the report toolbar, click Export > PPTX (AI-powered).

   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.
3. 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:

   • 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.

     

   • 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.

4. Alternately, in the AI Assistant for reporting, click Export to PowerPoint.
   
5. Click Export > View Active Exports on the report toolbar to view the PPTX export's progress.
6. 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.

Parent topic: Sharing and exporting modern reports

Related information

• View and manage active exports in modern reports
• Export a modern report to Excel
• Working with the AI Assistant for reporting (beta)