PDF vs Excel report outputs
When to choose PDF vs Excel (XLS) report outputs: client-ready narrative vs analyst tables.
Most ready templates support both PDF and XLS. Pick based on audience.
What it is
| Format | Best for |
|---|---|
| Client email, branded narrative, scorecards + selected tables | |
| XLS | Analyst deep-dives, multiple sheets (keywords, competitors, glossary toggles when offered) |
Metric math is the same; presentation differs. Branding presets apply strongly to PDFs; Excel prioritizes tabular sheets.
Where to find it
Format picker during configure or schedule setup for a ready template.