Step 8 · 2 min read
Share the PDF report
The last thing you do is turn the executive summary into a PDF and get it in front of the people who need to see it. Two clicks, one queue, and an email lands with a link.
At a glance
From assignment to inbox.
Click Export PDF
Top-right of the executive summary view.
Choose what to include
Charts, activity log, watermark — sensible defaults are on.
Send or download
Email it from inside the app, or download and route it yourself.
Step-by-step
What happens when you click Export.
The Export PDF button opens a dialog. Pick which sections of the assignment to include, who to email it to (optional), and whether to watermark with your organisation's logo. Hit Generate and a background worker assembles the PDF — usually about ten seconds for a typical assignment.
What happens when you click Export PDF
- 1Executive summary → jumps to the one-screen story for leadership.
- 2View report opens the full report in-app — same content as the PDF, just browsable.
- 3Download PDF generates the board-ready file in a few seconds.
- 4Completed badge confirms the project is signed off. Re-open if leadership asks for revisions.
What the PDF contains
A clean, board-ready document.
- Cover page — assignment title, project lead, dates, watermark.
- Executive summary — KPIs, before/after capability charts, narrative.
- Each DMAIC phase — charter excerpts, capability tables, the toolkit runs that fed the analysis.
- Control plan + SOP — so the recipient sees how the gains will be preserved.
- Appendix (optional) — activity log and supporting tables when needed.
After you ship it
Two more things to do.
1. Mark the phase complete
On the assignment header, the DMAIC strip shows which phase you're in. After sharing Control deliverables, advance the assignment to Control · Active and set a review date so it pops back onto your radar at the right time.
2. Schedule the first audit
Open the Control plan, hit Schedule audit, and pick a date 30–90 days out. The activity feed will surface the reminder; the audit's result attaches back to the assignment so the next executive summary tells an even better story.
That's the journey, start to finish.
You now know how to run an assignment from problem statement to shipped report. The fastest way to lock it in is to go do one — start with something small enough that you can finish the first DMAIC pass in a week.