Ask Ari for a PDF report
Say what the report is for and what it should hold:Make a PDF board report for September: a one-paragraph summary, the P&L against plan, cash and cash runway, and headcount by department.
Turn the Cash forecast Page into a two-page PDF I can send to our lender.Ari reads the numbers from your Model and lays out the document in a private work area of its own. It gives you the finished file as a download card under its answer. When your workspace has a brand, the document uses the brand’s colors, heading typeface, and logo; see Brand your workspace. To change the report, say what to change, such as “Add the variance column” or “Make the summary shorter.” Ari makes a new version of the file in the same chat. Ari can also make a Word document (
.docx) when you want to edit the text yourself.
Ask Ari for a slide deck
Ask for the deck as a PDF, with one slide per page:Make a 6-slide board deck as a PDF: revenue, gross margin, burn, cash runway, hiring, and the largest changes since last quarter.Ari has file tools for PDF, Word, Excel, CSV, and image files, and none for PowerPoint, so a PDF is the deck format to ask for.
Print one Canvas block
A Canvas block can carry its own print button that prints that block alone, not the whole Page. Ask Ari to add one:Add a Print button to this chart.The button opens your browser’s print dialog, where you can print the block or save it as a PDF.
When printing a Page from your browser looks wrong
cfo.ai has no print layout for a Page. Your browser prints the app as it is drawn on screen. A table draws only the rows and columns in view, so a long or wide table is cut off. For a clean copy, use one of these instead:- Ask Ari for a PDF report, as above.
- Export the Page to Excel and print from Excel. See Export a Page to Excel.
- Send a read-only link, so readers see live numbers. See Share a Page outside your workspace.