How to Export Paxy PDF

Last reviewed: June 9, 2026

On this page

Use this workflow to download a concise Paxy findings report as a PDF.

When to use this workflow

Use PDF when you want a readable report that summarizes Paxy's answer, findings, calculation basis, notes, and a small supporting table.

Use How to Export Paxy CSV when you need the detailed supporting rows.

Before you start

You need:

admin or executive access.
A completed Paxy data-report answer.
A result you have reviewed for reasonableness.

Screen path

Dashboard > Paxy launcher > Ask a data question > PDF

Steps

Open Paxy.
Ask a focused data-report question.
Wait for the answer.
Review the answer, findings, notes, and row count.
Select PDF.
Wait while the button says Preparing....
Open or save the downloaded PDF.
Review the Question, Answer, How Paxy Calculated This, Findings, Supporting Detail, and Notes sections.

What the PDF contains

The PDF can include:

Section	What it means
Header	Company information and logo from Tenant Configuration when available.
`Question`	The original user question.
`Answer`	Paxy's concise response.
`How Paxy Calculated This`	Source tables, source fields, and calculation notes when available.
`Findings`	Key findings prepared for the report.
`Supporting Detail`	Small supporting table when useful.
`Notes`	Caveats or warnings.
Footer	Generated-by message and capped-result note.

The downloaded filename is generated as paxy-report-YYYY-MM-DD.pdf.

What happens behind the scenes

Paxy PDF export uses the answer and PDF report plan already returned with the data-report answer. It does not ask the AI model to reinterpret the question.

PAX generates the PDF on the server, adds the tenant header, includes the selected supporting columns, and caps the supporting table so the PDF stays readable.

Current PDF detail limits include:

Limit	Value
Table row cap	50 rows
Table column cap	6 columns

Troubleshooting

PDF is not available

Likely cause: The answer is not a data-report answer.

Safe fix: Ask a data question that returns a report result.

Contact support if: A data-report answer does not show the PDF button.

Could not download PDF

Likely cause: The PDF generation request failed or the session no longer has access.

Safe fix: Ask the question again and retry the PDF download.

Contact support if: PDF downloads fail repeatedly.

The PDF does not include every row

Likely cause: The PDF is intentionally capped for readability.

Safe fix: Use CSV for detailed row review, or ask a narrower question before exporting PDF.

Contact support if: The PDF is missing expected answer, findings, or calculation sections.