> ## Documentation Index > Fetch the complete documentation index at: https://support.parker.work/llms.txt > Use this file to discover all available pages before exploring further. # Create reports and documents > Export a chat as a report PDF or chat PDF, get your Salesforce records as a CSV file, and ask Parker to design a one-pager you can download or save to Pages. Ask Parker to write up what you've found. You can export a chat as a print-ready report, download records as a file, or have Parker design a page. ## Before you begin * Connect the data the document needs, such as Salesforce. ## Which kind of output should I ask for? | You want… | Do this | You get | | - | - | - | | A print-ready report of the whole chat | **More actions** > **Export Report PDF** | A PDF report, downloaded and emailed to you | | A record of the conversation | **More actions** > **Export Chat PDF**, or type `/export` | A PDF of the chat | | Records in a spreadsheet | Ask Parker to export them | A CSV file to download | | A designed one-pager Beta | "Design a one-pager…" | A designed page, saved to [Pages](/library/pages) | Parker's answers come from your live data and can vary from one run to the next. Check important figures against Salesforce before acting on them, and use the sources Parker shows to see where an answer came from. ## Export a report PDF A report PDF turns the whole chat into a print-ready research report, with findings, exhibits, and sources a reader outside Parker can follow. In the chat, select **More actions** (**…**) in the chat header, and then select **Export Report PDF**. In **Export report**, select **Generate report**. It takes about half a minute. The download starts automatically, and the finished PDF is also emailed to you. Export report dialog describing a print-ready research report, with a Generate report button and a note that the PDF is also emailed. To export the conversation itself instead, select **Export Chat PDF** from the same menu, or type `/export` in the message box. ## Export Salesforce records to a file Ask Parker to put records in a file, for example "Put my open opportunities closing this quarter into an Excel file." The file arrives in a **Salesforce export** card with its name, row count, size, and the date the link expires. Select **Download** to save it. After the link expires, ask Parker for the file again. Salesforce export card for a CSV file showing 35 rows, 7.2 KB, Link expires 19 Oct, and a Download button. For a table Parker has already shown you, open the table's **Table actions** (**…**) menu and select **Export CSV** or **Export Excel**. ## Design a one-pager Beta Parker can lay out a designed page, such as a one-pager that summarizes your pipeline. For example, "Design a one-pager summarising my open pipeline by stage." A design takes a few minutes. Parker can make more than one version, called directions, such as **A** and **B**. Switch between them on the design card. Design card titled Open pipeline by stage one-pager with two directions, Funnel exhibit and Editorial, an Open canvas button, and Saved to your Pages. Select **Open canvas** to see the design beside the chat. In the canvas, select a quick change: **Shorter**, **Warmer**, **Stronger CTA**, **More whitespace**, or **Plainer**. Or type your own change in the canvas's message box. Select **Download HTML**, **Download PDF**, or **Copy HTML**. Select **Open in Pages** to see it in your library, or **Full screen** to see it larger. Design canvas beside the chat with direction tabs, quick changes such as Shorter and Warmer, and Download HTML, Download PDF, Copy HTML, Open in Pages, and Full screen. ### Check it worked The design card shows **Saved to your Pages**. Select **Open** next to it to see the page. ## Example prompts Put my open opportunities closing this quarter into an Excel file. Design a one-pager summarising my open pipeline by stage. ## Related Find, share, and present saved pages. How admins set up your brand kit. Add visuals to your answers. Get answers by email on a schedule. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.