In this article:
You will learn how to export a chart as a PDF or email a report from Analytics, and what to check before you share it.
Share and export use cases
Share charts when you need to send market visuals to someone else or add them to a deliverable.
Add charts to a CMA or listing report
Send market insights to a client
Share findings with a colleague or team member
Reuse charts in presentations and other marketing materials
Prepare your charts to be shared
Confirm your search results match what you want your chart to represent.
Steps:
Go to Search
Apply your filters
Review your results to confirm the listings match your dataset
Click the Analytics tab
Share Options
Share directly from the chart.
Steps:
On the Analytics page, find the chart you want to share
Click Share
Select Portrait or Landscape
Choose how you want to share:
Email Report
Export PDF
Email a report
Use Email Report when you want to send the chart directly.
Enter one or more recipient email addresses
Send the report
Export a PDF
Use Export PDF when you want to download the chart and attach it to another document.
Save the PDF to your computer
Add it to a CMA, report, or presentation
What your recipient receives
When you export a PDF, it includes:
The chart visualization
Your brokerage branding
Your contact information
Common ways to reuse exported charts
Export PDFs to use outside of Perchwell.
Attach charts to CMAs
Include charts in listing reports
Add charts to presentations for team discussions or strategy meetings
Connect with our Support Team:
✉️ Email: support@perchwell.com
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