Export the result you actually need

Ploti can produce several exportable objects. Choose the source that matches the intended snapshot.

Research tables and checkpoints

Open the artifact from the completed research request. Use its export action when you need the exact rows and columns produced by the research.

Record selections

Open a record list or saved view, choose Export, select the records, and start the export. This path reflects the current tracked record state rather than the original research result.

Documents and files

Research documents open in their document view. Generated files remain attached to the research chat or artifact list for download.

Map context

When the recipient needs to understand spatial relationships, share the live mapped artifact or saved record view alongside the exported file. A flat file cannot preserve layer visibility, styling, source context, or follow-up chat.

Check whether the export reflects a live query or a point-in-time checkpoint.
Preserve missing values and caveat columns.
Remove sensitive workspace fields that the recipient should not receive.
Include authoritative source links for consequential regulatory conclusions.