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Analysis and Export

Document Export Step

The Document Export step generates a report in PDF or HTML with a custom layout — titles, sections, tables, and totals — built with support from Dattos AI. Use it when the output needs to be a presentable document (management reports, closing summaries, statements), rather than a data table. Document Export is in the Analysis and Export category of the toolbar and is available in Turbo AI processes.

How to configure

Connect the sources that feed the report to the step and configure:

  • Name: identifies the step in the flow.

  • File naming pattern: name of the file generated on each run; accepts the variables {referenceDate}, {timestamp}, {id}, {code}, {name}, {folder} and {folderName}.

  • Output format: PDF (default, paginated document, ideal for distribution) or HTML (single page, useful for browser viewing).

  • Sections: each connected source becomes a section of the document, with Section title and Order defined by you.

The document layout is described by a template, built within the step itself:

  • Chat tab: describe the report you want in natural language — Dattos AI generates the template. Ask for adjustments, change sections, refine the look; previous versions can be restored.

  • Code tab: for technical users, the template can be edited directly in HTML.

  • Preview tab: shows the document exactly as it will be generated — the final PDF uses the same engine as the preview.

  • Connected data tab: displays the available sources for use in the template.

Where the file goes

Without additional configuration, the document is stored in the platform's internal storage, available to Download or View in the run's export panel. For automatic delivery to an external destination, configure the Output Directory in the process settings.

Usage example

At the end of the close, the controlling team distributes a summary with totals by company and the list of open pending items. The two sources are connected as the "Summary by company" and "Pending items" sections, and in chat the team describes: "a report with the reconciled total and the pending total by company highlighted, followed by the pending items table sorted by value". After approving the preview, the step starts generating the PDF on each run, with the filename pattern fechamento_{referenceDate:yyyyMM}.

Best practices

  • It is a report, not a data load: each connected source is limited to 200,000 rows. To export complete datasets, use Text File Export or Database Export.

  • Prepare the data before the step: consolidate, filter, and sort in the flow — the document is lighter and the template is simpler.

  • Excel Export Step

  • Text File Export Step

  • Database Export Step

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