SEC Management Platform

How to export reports and toolkits

PDF packs, Action Plan exports, and opportunity measure sheets.

Documents is the home for deliverables after you have run analysis. Presets generate fixed section cuts (full analysis, residential, funding one-pager). Custom export reuses logo, header/footer, and section toggles (saved in your browser).

  • Overview also offers Export PDF for a quick EMP-style report
  • Action Plan has its own PDF and Excel export where owners and KPIs are edited
  • Opportunities / library offers per-measure PDF briefs and templates
  • Toolkit cards produce short one-pagers for funding readiness and similar themes