Export Options

This article explains export options for charts and tables in Model Reef.

You will learn:

• What you can export from dashboards and reports.

• Which formats are available.

• How exports relate to scenarios and period selections.

Exports let you use Model Reef outputs in presentations, documents and external tools.

1

What can be exported

You can typically export:

• Individual charts as images.

• Tables as CSV or similar tabular formats.

• Whole dashboards or reports as PDF.

• In some cases, specific Data Library or variable series as CSV from dedicated views.

Exports are snapshots of the current view.

2

Available export formats

Common formats include:

• PNG or JPEG for charts.

• CSV for tabular data and time series.

• PDF for dashboards, reports and packs.

You choose the format from the export menu on each component or page.

3

Scenario and period context in exports

Exports always reflect:

• The active scenario, that is, the model you are viewing.

• The active period selection, such as monthly, annual or a custom range.

• Any filters or toggles applied on the dashboard (for example branch filters or common size mode).

If you want exports for multiple scenarios, you export separately from each scenario model.

4

Using exports in workflows

Exports are used for:

• Board and investor packs.

• Lender and covenant reporting.

• Internal management reports.

• Feeding data into external BI tools by importing CSVs.

Model Reef remains the calculation engine while exports are consumed by other processes and tools.

5

Best practice

To keep exports clear and useful:

• Label files with scenario and period information, for example Client_FY25_Base_PandL.pdf.

• Ensure charts and tables are configured correctly before exporting.

• Use PDF for narrative packs and CSV for further analysis.

This keeps external stakeholders aligned with the correct model view.

Related articles

• Editing Units

• Entering Delays

• Depreciation

• Build a Capex & Depreciation Model