> ## Documentation Index
> Fetch the complete documentation index at: https://wey.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Export Options

> Export your roadmap as images, PDFs, or CSV

## Overview

Share your roadmap with stakeholders by exporting it as an image, PDF, or CSV. The interactive export dialog lets you customize your export with a live preview before downloading.

<Frame>
  <img src="https://mintcdn.com/wey/8rsqLJUfBx2_EIQ2/images/export-panel.png?fit=max&auto=format&n=8rsqLJUfBx2_EIQ2&q=85&s=9085621338c50bb9360f80ebd920855a" alt="Export Dialog" width="1832" height="1826" data-path="images/export-panel.png" />
</Frame>

## Export Formats

| Format  | Description           | Best For                              |
| ------- | --------------------- | ------------------------------------- |
| **PNG** | High-resolution image | Presentations, embedding in documents |
| **PDF** | Multi-page document   | Printing, formal documentation, email |
| **CSV** | Spreadsheet data      | Analysis, importing to other tools    |

## Using the Export Dialog

The export dialog provides a side-by-side configuration and preview experience:

<Steps>
  <Step title="Open Export">
    Click the **Export** button in the sidebar or toolbar.
  </Step>

  <Step title="Choose Your Lens">
    Select how items should be grouped in the export (see Lens Options below).
  </Step>

  <Step title="Set Date Range">
    Choose a time period using presets or custom dates.
  </Step>

  <Step title="Filter Items">
    Toggle which item types and statuses to include.
  </Step>

  <Step title="Preview & Download">
    Review the live preview, then click **Download** for your preferred format.
  </Step>
</Steps>

## Lens / Grouping Options

Choose how items are organized in your export, independent of your current view:

| Lens                   | Description                     | Audience                     |
| ---------------------- | ------------------------------- | ---------------------------- |
| **Product Area**       | Group by team/area ownership    | Team leads, sprint planning  |
| **Strategic Priority** | Group by priority alignment     | Executives, strategy reviews |
| **Goal**               | Group by objectives             | OKR reviews, goal tracking   |
| **Status**             | Group by completion status      | Project managers, standups   |
| **Type**               | Group by item type              | Backlog reviews              |
| **Hierarchy**          | Show parent-child relationships | Technical documentation      |

<Tip>
  Use different lenses to create targeted exports for different audiences—an "Executive Summary" using Priority grouping vs. a "Team Backlog" using Status grouping.
</Tip>

## Date Range Options

Filter items by time period:

| Preset              | Description                           |
| ------------------- | ------------------------------------- |
| **Current Quarter** | Items in the current calendar quarter |
| **Next 3 Months**   | Items starting in the next 90 days    |
| **All Time**        | All items regardless of dates         |
| **Custom Range**    | Pick specific start and end dates     |

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/wey/images/placeholder-date-range.png" alt="Date Range Selector" />
</Frame>

## Item Filtering

Control which items appear in your export:

### By Item Type

Toggle visibility for each type:

* Initiatives
* Epics
* Stories
* Tasks
* Bugs

### By Status

Show or hide items based on their status.

<Info>
  Filtering lets you create focused exports—for example, showing only Initiatives and Epics for executive summaries.
</Info>

## Live Preview

The export dialog shows a real-time preview of your export:

* **Instant updates**: Changes to lens, date range, or filters immediately reflect in the preview
* **Scrollable**: Navigate large roadmaps within the preview panel
* **Accurate representation**: What you see is exactly what you'll download

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/wey/images/placeholder-export-preview.png" alt="Export Preview" />
</Frame>

## Export Views

### Timeline Export

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/wey/images/placeholder-export-timeline.png" alt="Timeline Export" />
</Frame>

Gantt-style layout showing:

* Items positioned on timeline
* Grouped by your selected lens
* Swimlanes with color coding
* Date headers and gridlines

### List Export

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/wey/images/placeholder-export-list.png" alt="List Export" />
</Frame>

Table-based layout showing:

* Hierarchical item structure
* All item details (name, type, dates, status)
* Grouped by product area

### CSV Export

Spreadsheet export including:

* All item properties
* Parent relationships
* Dates, status, and assignments
* Ready for further analysis or import

## Export Quality

Exports are generated at high resolution:

* **2x scale** for crisp images on retina displays
* **Automatic orientation** (landscape/portrait) based on content
* **Full data fidelity** - items render from source data, not just visible items

## Best Practices

<AccordionGroup>
  <Accordion title="Match Lens to Audience">
    Use Strategic Priority for executives, Product Area for team leads, Status for project managers.
  </Accordion>

  <Accordion title="Focus with Filters">
    Hide Tasks and Bugs for high-level presentations. Show all types for detailed planning docs.
  </Accordion>

  <Accordion title="Use Date Presets">
    Quick presets like "Current Quarter" save time and ensure consistency.
  </Accordion>

  <Accordion title="Preview Before Download">
    Always review the preview to catch any issues before generating the final export.
  </Accordion>

  <Accordion title="CSV for Data Work">
    Use CSV export when you need to analyze data in spreadsheets or import to other tools.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Share Links" icon="link" href="/docs/sharing/share-links">
    Create live, shareable roadmap links.
  </Card>

  <Card title="Timeline View" icon="calendar" href="/docs/views/timeline-view">
    Learn about the timeline view.
  </Card>
</CardGroup>