Export a packet
A one-pager, full report or slide deck, with what goes in it chosen for each.
- On the dashboard, choose Export.
- Pick the document: One-pager, Full report or Slide deck.
- Under What goes in it, tick the sections to include. The preview updates as you choose.
- Choose Export to download it.
Each document keeps its own choices for next month. When the packet is ready for the board, choose Mark as final; a final packet is kept as it was, and a refresh builds a new draft beside it.
More in Dashboard and packets
Still stuck? Email canopydecks@gmail.com with the company name and what you were trying to do.