> For the complete documentation index, see [llms.txt](https://docs.besmarthead.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.besmarthead.com/export-import-reports/export-import.md).

# All the ways to get data in and out

One matrix of every export and import in SmartHead – PDF, Word, Excel and PNG – from a whole year down to one data point, with the exact button and who may use it.

Everything you enter in SmartHead can leave it again as a report, a spreadsheet or a picture – and spreadsheets can come back in. This page is the map: pick the level you need, read off the button and the format, then follow the link.

{% hint style="success" %}
**Saves you time:** there is an Excel round-trip at every level – the whole year, one standard, one disclosure, one data point, one GHG row. Hand exactly the part someone is responsible for, get the file back, import it with a preview. No merging of spreadsheets.
{% endhint %}

## Where to find it

Three places hold almost every button:

* The disclosure list: Dashboard › **ESG reporting** › a framework tile › **Export** menu, and the **"…"** menu on a standard row.
* The disclosure page: the header **"…"** menu and the **"…"** menu of each data point.
* The DMA page and the EU Taxonomy wizard: their header **"…"** menu.

![Revised ESRS list, E1 expanded, Export menu open with Export to PDF / DOCX / XLSX and Import from XLSX](https://2593582272-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxT5TFLiwBWeM9d0fDydH%2Fuploads%2FCjvQjDTp0lAhVmsL2XB2%2Fdisclosure-list-1.png?alt=media)

## The matrix

| Level                                 | PDF · DOCX                                                  | Excel out                                                                   | Excel in                                           | PNG                            |
| ------------------------------------- | ----------------------------------------------------------- | --------------------------------------------------------------------------- | -------------------------------------------------- | ------------------------------ |
| **Whole year** (one framework)        | List › **Export** › **Export to PDF** / **Export to DOCX**  | List › **Export** › **Export to XLSX** (respects the status filter)         | List › **Export** › **Import from XLSX**           | –                              |
| **One standard** (E1, S1, VSME B…)    | –                                                           | Standard row › **"…"** › **Export to XLSX**                                 | Standard row › **"…"** › **Import from XLSX**      | –                              |
| **One disclosure**                    | –                                                           | Disclosure header › **"…"** › **Export to XLSX**                            | Disclosure header › **"…"** › **Import from XLSX** | –                              |
| **One data point**                    | –                                                           | Data point › **"…"** › **Export to XLSX** (or the document icon)            | Data point › **"…"** › **Import from XLSX**        | –                              |
| **One GHG row** (sources and factors) | –                                                           | Row calculator › **"…"** › **Export to XLSX**                               | Row calculator › **"…"** › **Import from XLSX**    | –                              |
| **Double materiality assessment**     | DMA page › **"…"** › **Export to DOCX** / **Export to PDF** | –                                                                           | –                                                  | –                              |
| **EU Taxonomy**                       | not offered                                                 | Taxonomy KPIs wizard › **"…"** › **Export to XLSX** (official table layout) | –                                                  | –                              |
| **One chart**                         | in the PDF/DOCX report                                      | –                                                                           | –                                                  | Chart menu › **Export to PNG** |

The whole-year PDF and Word files are your ESG report – see [Your ESG report](/export-import-reports/esg-report.md). The Excel column is explained in [Export to Excel](/export-import-reports/excel-export.md) and [Import from Excel](/export-import-reports/excel-import.md).

## Who may do what

|                   | Export (PDF, DOCX, XLSX, PNG) | Import from Excel                            |
| ----------------- | ----------------------------- | -------------------------------------------- |
| **Administrator** | everything                    | whole year, standard, disclosure, data point |
| **Reporter**      | what they can open            | data points they have a request on           |
| **Auditor**       | what they can open            | –                                            |
| **Viewer**        | everything, read-only         | –                                            |

{% hint style="warning" %}
TO CHECK: a reporter importing a disclosure file – rows for data points without their request are listed as "No request assigned to you" and skipped; confirm on dev2 that the rest of the file still imports (Q31).
{% endhint %}

## Not available yet

* **XBRL / iXBRL** – the Excel export carries an `XBRL tag` column, but there is no tagged file yet.
* **CSV** – the chart menu shows "CSV - available soon".
* **PDF of one disclosure or one standard** – export the whole year and keep the pages you need, or use Word and delete the rest.

## Tips

* Need a template for someone without a SmartHead account? **Export to XLSX** with **Include data points without a value** ticked – every empty data point becomes a blue cell to fill.
* The list export follows your filter: set the status filter to **In progress** first and you export only unfinished work.
* An export from the list first saves anything still waiting in autosave, so the file never lags behind the screen.
* Charts you add to a data point land in the PDF and Word report automatically – you don't export them one by one unless you want a PNG for a slide.

## Related

{% content-ref url="/pages/KHCdGjd46rlCD7FM2bwr" %}
[Export to Excel](/export-import-reports/excel-export.md)
{% endcontent-ref %}

{% content-ref url="/pages/5m264hv2tVP1EQ2m6bBj" %}
[Import from Excel](/export-import-reports/excel-import.md)
{% endcontent-ref %}

{% content-ref url="/pages/nrjBIsIr5wuvRW37lbRo" %}
[Your ESG report (PDF, Word, web)](/export-import-reports/esg-report.md)
{% endcontent-ref %}

{% content-ref url="/pages/PoLor0EJwuU2TFrP3cLd" %}
[Materials for management and board presentations](/export-import-reports/management-presentation.md)
{% endcontent-ref %}