How do I export and share a research report?
The short answer: every report is available as an online view and as a PDF download. You can also generate a public share link that anyone can open without logging in. Choose based on the audience and how sensitive the content is.
Three ways to share a report
1. Online view (default). The report lives on atypica.ai and is visible only to you and anyone you've invited to your team. No link, no forwarding.
2. PDF export. Download the full report as a formatted PDF. You control where it goes from there — email, drive, print. The PDF is a snapshot of the report at the moment you generated it.
3. Public share link. A URL anyone can open in a browser, no login required. Useful when you want to send a report to people who don't have atypica accounts.
| Audience | Use |
|---|---|
| Just you | Online view |
| Your team | Online view (they have access already) |
| People outside your team | PDF or share link |
| People outside your organization | Share link (simplest) |
| Regulators, legal, formal record | |
| Sensitive content | PDF over a channel you control |
How to export a PDF
- Open the report from your project list.
- Click "Export PDF" in the top-right.
- The PDF generates in 10–30 seconds and downloads automatically.
The PDF includes the full report: executive summary, recommendations, persona cards, full transcripts, any cross-persona tables. It's formatted for printing on A4 or Letter.
If you need a different format (Word, Markdown), you can ask the report dialog to draft it, then copy-paste. There's no native export to those formats yet.
How to generate a share link
- Open the report.
- Click "Share" → "Generate Link."
- Copy the URL.
The link stays active until you revoke it. There's currently no expiration date or password option, so treat the link as you would any unlisted URL — anyone with the link can read the report.
You can revoke a generated link from the same Share menu. Once revoked, the URL stops working immediately.
Matching the format to the audience
Sharing with your boss. PDF is usually the right call. They can read it on their schedule, forward it to their own channels, or print it for a board meeting. Add a one-line cover message in your email — "3 key findings inside, key action is pricing at ¥15."
Sharing with your team. Either works. A share link lets people read in browser, leave comments in the report chat, and pull quotes easily. A PDF is better if the team is offline or you need everyone to read the same snapshot.
Sharing with external partners or clients. Share link is convenient, but PDF gives you more control. If the content is sensitive or proprietary, send the PDF over an encrypted channel you control rather than a link.
Sharing with the public. Share link. There's no built-in public gallery — share link is the only way. Anyone with the URL can read it, so don't share it on public social media unless you intend it to be public.
Archiving. PDF, stored somewhere durable. Treat research reports like other business records — name them with project + date, save to a team archive folder, back up.
What a share link doesn't do
- No analytics. You can't see who opened the link or how many times. If you need read receipts, ask recipients to confirm.
- No expiration. Until you revoke, the link works forever.
- No password. Anyone with the link is in.
- No edit access. Read-only by design.
If you need any of those, send the PDF through a channel that has them.
What goes wrong and how to handle it
"I shared a link but it doesn't work." Check you didn't accidentally revoke it. Re-generate if needed.
"I want to update a report someone already has the link to." Generate the link again — same report, new URL. The old URL stays active until you revoke. To be safe, revoke the old one and send the new one.
"I sent a PDF and now I want to fix a typo." Edit the report on the platform, then re-export PDF. The previously sent PDF is unchanged — you need to resend.
"I'm worried a share link got forwarded." Revoke it. Generate a new link if you still need to share.
Naming conventions for archived reports
A simple scheme that scales:
This sorts chronologically in any file system and is greppable.
What stays on atypica vs what leaves
Stays on atypica:
- All original report content (online view)
- Edit history
- Conversation log with the AI
- Associated interview transcripts
- Project metadata (who ran it, when, what brief was used)
Leaves when you export/share:
- A PDF snapshot (no link back to the platform)
- A share link (links to the live report)
Exported PDFs and revoked links don't affect the original report. You can re-export a fresh PDF at any time.
Related: Plan Mode, Interview, Discussion, Scout