Feature

Export

Simplify sharing and analyzing data by exporting your Whale content and insights into PDF or CSV formats with just a few clicks.

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Export Playbooks and Cards to PDF

One-Click PDF Export

Easily export any playbook or card to PDF for offline use or sharing with team members who don’t have Whale access.

Preserve Content Structure

The export retains the original format and structure of your playbooks and cards, ensuring no content is lost.

A screen showing a "Share card" for "Expenses". Users can be assigned or invited via email, QR code, or PDF. User roles include Leadership Member, Field Manager, and more. Options for copying links and exporting make it ideal for onboarding new employees and integrating into SOPs seamlessly.
Settings page for exporting workspace items. Board is set to Engineering. Library is set to Safety & Compliance, essential for onboarding. Playbooks available for export include Workplace Safety Standards and Hazard Identification, ensuring thorough process documentation and adherence to SOPs.

Export Analytics Data to CSV

CSV Export for Deep Analysis

Export assignment data, completion rates, and more into CSV format for further analysis in external tools like Excel.

Customize Data Exports

Choose the specific data points you want to export, ensuring you get only the most relevant insights.

Other features

Version History

Easily manage and compare different versions of your cards to ensure content stays up-to-date and accurate.

Advanced Permissions

Easily manage who can view, create, and edit content within your boards and libraries, ensuring sensitive information is only accessible to the right people.

Training Flows

Easily automate onboarding, knowledge sharing, and training with customized flows that deliver content in a specific order for efficient learning.

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.