# Exports in the Planning sheet

Planning sheet allows you to export reports to **PDF** and **Excel** while preserving formatting, layout, and data context. You can export complete sheets or selected data.

Exported Planning sheets retain key elements such as:

* Planning sheet layout and structure
* Cell values and number formatting
* Notes and annotations
* Filters and layouts
* Calculated rows and columns.

### Prerequisite

* You have access to the Planning sheets to be exported.

### Export a Planning sheet to PDF

Use PDF export to generate formatted, paginated sheets.

1. Go to the **Export** option.
2. Select **Export to PDF**.

<figure><img src="/files/vdrh6FmOR9RVAvWGXQra" alt=""><figcaption></figcaption></figure>

3. Select the **Properties**
   * **Entire Matrix -** The Entire Matrix is exported.
   * **Selected Columns -** Only the selected columns are exported.
4. Configure [**Advanced Settings**](#configure-advanced-pdf-export-options)**.**
5. Select **Export** and download the file.

<figure><img src="/files/1JrLAIMxM80tC6g03v6y" alt=""><figcaption></figcaption></figure>

### Configure Advanced  PDF export options

### **Page Setup:**

You can customise the output using page setup settings:

* Select **Content Order**
  * **Row-first**: Data fills across rows first, then continues to the next page.
  * **Column-first**: Data fills down columns first, then continues to the next page.
* Select **page size** (A4, A3, custom sizes)
* Select portrait or landscape **orientation**
* Select **scaling** to fit content.
* Select the **Margin** type.

<figure><img src="/files/rXtl5eRin9egACC0SmxG" alt=""><figcaption></figcaption></figure>

### **Advanced Settings**

* Enable **Image/Logo** to include images.
* Use an image as a background
* Set margins to align content horizontally and vertically.

<figure><img src="/files/tNaDN42sZKKrICHIEU5N" alt=""><figcaption></figcaption></figure>

* Include comments on the last page.
* Include Filter information.
* Enable compression to reduce the PDF file size.

<figure><img src="/files/MwKWeMDv781EQDQ7wjmA" alt=""><figcaption></figcaption></figure>

### Formatting

You can customize formatting using the following options:

* Apply **font styles** as needed.
* Select the display type for the **Header** and **Footer**.
* Set the **decimal precision**.
* Configure **Auto wrap** options.

<figure><img src="/files/WejssUhEdcBkrZ4c9GKR" alt=""><figcaption></figcaption></figure>

Select **Apply** to save your changes, or select **Reset** to clear all changes.

### Export a Planning sheet to Excel

Use Excel export for further analysis and data manipulation.

1. In the Planning sheet, select **Export** from **Planning**.
2. Select **Export to Excel**.
3. Under **Export mode**, select one of the following:
   * **Fully expanded** - Exports all hierarchy levels in an expanded view.
   * **With expand/collapse** - Exports data with hierarchy controls to expand or collapse levels in Excel.
   * **Current state** - Exports the report exactly as it appears, including applied filters and expanded levels.
4. Under **Properties**, select one of the following:
   * **Entire Matrix -** The Entire Matrix is exported.
   * **Selected Columns -** Only the selected columns are exported.
5. Configure [**Advanced Settings**](#advanced-settings-in-excel-export-options) as require&#x64;**.**
6. Select **Export t**o export the Excel file.

<figure><img src="/files/tNUCUubCrLCcs0HNJJcD" alt=""><figcaption></figcaption></figure>

6. Select the link to save your file to your local system.

<figure><img src="/files/PeQaRNh3mWXIRnpIwvFK" alt=""><figcaption></figcaption></figure>

#### Advanced Settings in Excel export options

**Header Settings**&#x20;

Planning sheets support exporting header elements such as dates and symbols to Excel. Use header settings to control and preview which header lines are included in the export.

<figure><img src="/files/SEo6fBlABZ4TAQGbYWtt" alt=""><figcaption></figcaption></figure>

**Footer Settings**&#x20;

Planning sheets support exporting footer elements such as dates to Excel. Use footer settings to control and preview which footer lines are included in the export.

<figure><img src="/files/MCDLlhG6IxA9i8VZ4SD3" alt=""><figcaption></figcaption></figure>

**General Settings**

Configure additional options as required:

* Freeze headers and label columns.
* Smart fit to automatically fit content to columns.
* Add a formula appendix sheet.

<figure><img src="/files/iXJmjWnTYIHSAsVL9oTj" alt=""><figcaption></figcaption></figure>

Select **Apply** to apply the changes and configure your PDF Export settings, or select **Reset** to reset all the applied changes.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.fabricplan.com/planning-sheets/how-tos/exports-in-the-planning-sheet.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.