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Export and share

AvailableReviewed 21 August 2026

Steps​

  1. Generate the report from the library.
  2. Choose PDF for a pack or CSV for a spreadsheet.
  3. Name the file with organisation, report and period (for example northwind-executive-2026-08.pdf).
  4. Record the provider chip and cost type in the email so nobody reconciles the wrong total.

If export is unavailable in your tenant, take the figures from Cost Explorer and say so — do not screenshot a Preview schedule and promise a cadence.