> ## Documentation Index
> Fetch the complete documentation index at: https://fit4lifecare.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Export Clinic Reports as PDF, DOCX, XLSX, and More

> Generate branded reports from the Fit4Life OS Reports hub in seven formats including PDF, DOCX, XLSX, PPTX, CSV, HTML, and PNG with optional PII redaction.

The Reports hub lets you export any clinic view as a polished, branded file in the format that fits your workflow, whether that's a PDF for a compliance folder, a spreadsheet for a bookkeeper, or a slide deck for a partner meeting. Open it by navigating to `/live` and selecting the **Reports** tab, or go directly to `/live/reports`.

<Tip>
  Enable the **PII Redaction** toggle before exporting any report you plan to share with outside parties, accountants, consultants, or investors. PII is **off by default** (names and phone numbers are redacted unless you explicitly include them), so turning redaction on keeps sensitive patient data inside your clinic.
</Tip>

## Available report views

Choose the view that matches the data you need before selecting an export format.

<CardGroup cols={2}>
  <Card title="Dashboard" icon="gauge">
    The KPI snapshot, revenue trend, and top products for the selected range.
  </Card>

  <Card title="Customers" icon="users">
    Your client roster with order history and LTV.
  </Card>

  <Card title="Orders" icon="box">
    Orders with line items, quantities, and status.
  </Card>

  <Card title="Finances" icon="credit-card">
    Revenue, P\&L (revenue − COGS), daily sales, payroll, and goals.
  </Card>

  <Card title="Referrals" icon="share-nodes">
    The referral network with per-branch rollups.
  </Card>

  <Card title="Single customer" icon="user">
    One customer's full profile, plus free-form assistant reports.
  </Card>
</CardGroup>

## Export formats

Fit4Life OS supports seven output formats. Pick the one that best matches your destination.

<CardGroup cols={2}>
  <Card title="PDF" icon="file-pdf">
    Branded, print-ready documents generated with `@react-pdf/renderer`, pure JavaScript, no headless browser required. Ideal for compliance records and patient-facing summaries.
  </Card>

  <Card title="DOCX" icon="file-word">
    Editable Word documents. Use when recipients need to annotate or reformat the report.
  </Card>

  <Card title="XLSX" icon="file-excel">
    Excel workbooks with structured columns. Best for data analysis and bookkeeping workflows.
  </Card>

  <Card title="PPTX" icon="file-powerpoint">
    PowerPoint slide decks pre-populated with your clinic data. Hand these directly to stakeholders without reformatting.
  </Card>

  <Card title="CSV" icon="file-csv">
    Flat comma-separated files for importing into third-party tools, EHRs, or custom pipelines.
  </Card>

  <Card title="HTML" icon="code">
    Self-contained HTML file with inline styles. Open in any browser or embed in internal portals.
  </Card>

  <Card title="PNG" icon="image">
    A static image of the report (rendered with `sharp`, no browser), useful for presentations, emails, or quick visual snapshots.
  </Card>
</CardGroup>

## Generating an export

<Steps>
  <Step title="Select a report view">
    In the Reports hub, click the view you want to export. Apply any date range or filter settings before proceeding.
  </Step>

  <Step title="Configure PII redaction (optional)">
    Decide whether to include PII. By default names and phone numbers are redacted; toggle to include them only when the recipient is authorized.
  </Step>

  <Step title="Choose a format">
    Open the **Export As** dropdown and select your target format: PDF, DOCX, XLSX, PPTX, CSV, HTML, or PNG.
  </Step>

  <Step title="Click Export">
    Fit4Life OS generates the file server-side and triggers a download in your browser. Large reports may take a few seconds to compile.
  </Step>
</Steps>

## Branded outputs

Every export carries Fit4Life OS branding, your clinic name and report metadata appear in the header, and the generation timestamp and selected date range travel with the file so recipients always know how current the data is.

## Format guidance by use case

| Use case                         | Recommended format |
| -------------------------------- | ------------------ |
| Compliance or audit folder       | PDF                |
| Bookkeeper or accountant         | XLSX or CSV        |
| Partner or investor presentation | PPTX or PNG        |
| Internal web portal              | HTML               |
| Third-party data import          | CSV                |
| Editable narrative report        | DOCX               |