> For the complete documentation index, see [llms.txt](https://docs.growthfactor.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.growthfactor.ai/manage-deal-pipeline-and-collaboration/sharing-and-exporting.md).

# Sharing and Exporting

GrowthFactor makes it easy to get information out of the platform—whether you're sharing interactive maps with colleagues, exporting data to Excel for external analysis, or generating polished PDF reports for committee presentations.

***

### Share and Export Buttons

Site Analysis provides two dedicated buttons in the results panel header for getting information out of the platform:

* **Share** — Create and distribute interactive shared maps via link or email
* **Export** — Generate PDF reports or export data to Excel

#### Accessing Share

1. Search any address in Site Analysis
2. Click **Share** in the results panel header
3. Configure your sharing options and distribute via link or email

#### Accessing Export

1. Search any address in Site Analysis
2. Click **Export** in the results panel header
3. Select your desired output format (Print Report or Export to Excel)

#### Available Options

| Button     | Option                | Output           | Use Case                                        |
| ---------- | --------------------- | ---------------- | ----------------------------------------------- |
| **Share**  | **Create Shared Map** | Interactive link | Collaborate with colleagues or external parties |
| **Export** | **Print Report**      | PDF document     | Committee presentations, formal documentation   |
| **Export** | **Export to Excel**   | XLSX file        | Data analysis, custom reporting, record-keeping |

### Shared Maps

Shared Maps let you send interactive map views to anyone—internal team members, executives, franchisees, or external partners—without requiring them to have a GrowthFactor account.

#### Creating a Shared Map

1. Set up your map view in Site Analysis:
   * Search your target location
   * Configure your trade area
   * Enable the layers you want to share (traffic, competitors, deals, etc.)
2. Click **Share**
3. Title your map (e.g., "Boston Expansion Opportunities Q1")
4. Confirm Sharing Options
5. Share via Link or Email

#### Sharing via Email

To send the map by email, type a recipient's address in the email field and press **Enter** to add it—repeat to add multiple recipients before sharing. If you're sending to a single recipient, you can click **Share** as soon as a valid email is typed, without pressing Enter first.

#### What's Included

All currently visible layers are included in the shared map automatically, including:

* Custom data layers and heatmaps
* Tracked businesses from the POI layer — your configured brand and category tracking carries over to the shared view
* Any layers you have toggled on at the time of sharing

{% hint style="info" %}
If foot traffic data is not shared, foot traffic sort options are automatically hidden from the shared map to avoid confusion.
{% endhint %}

#### Saved Analyses

Tracked businesses are also persisted in saved analyses. When you save an analysis, your current tracked business selections are preserved and restored when you reopen it.

***

### Print Report (PDF)

**Print Report** generates a polished PDF built for committee presentations:

* **Cover page** — a map of the site with a full legend (target location, trade area, existing stores, tracked businesses, and cannibalized area), alongside the GrowthFactor Score badge, the sales forecast with its confidence range, and a snapshot of key trade area demographics. Your workspace logo appears throughout the report when configured.
* **Lens detail pages** — each GrowthFactor Score lens gets its own page showing the lens score, grade, and the full reasoning behind the rating.
* **Section pages** — demographics, businesses, trade areas, cannibalization, traffic, and AI insights, depending on what you select.

#### Choosing What to Include

When you export, a dialog lets you select which sections to include. Each selected option becomes a separate page in the PDF (or sheet in Excel). Sales Forecast and Visitation appear at the top of the list, with the remaining sections below.

#### Exporting from Deal Dashboard

Export your pipeline data for portfolio analysis or external reporting:

1. Navigate to Deal Dashboard
2. Click the "Download Deals" button in the top-right

   <div data-with-frame="true"><figure><img src="/files/sw1gNzU5d0TSKgetoadm" alt=""><figcaption></figcaption></figure></div>
3. Export to Excel or PDF


---

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