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How to Export PDFs with Nova

Learn how to use Nova to create PDFs that you can export and share

Updated today

You can ask Nova to generate and export PDF files β€” from a single work order summary to a full year of maintenance history. PDFs make it easy to:

  • Share insights with your team, clients, or auditors

  • Print preventive maintenance checklists

  • Archive reference documents for later use


πŸ†• What's New

  • PDFs that scale. Nova now reliably produces reports spanning hundreds of pages β€” full-year work order exports, complete asset histories, and detailed maintenance logs β€” without breaking partway through.

  • Embedded charts & graphs. Charts generated by Nova are now built directly into your exported PDFs. No more screenshotting a chart and pasting it into a doc.

  • Faster responses. Token usage has been cut roughly in half, so most Nova requests β€” including PDF generation β€” come back in a few seconds.


πŸ“‹ Steps to Export a PDF with Nova

  1. Open the Nova chat window in UpKeep

  2. Type a prompt asking Nova to generate a PDF (see examples below)

  3. Nova will process your request and provide a downloadable PDF file

πŸ’‘ Example Prompts

Goal

Prompt

Why it matters

Share detailed costs with a client

Nova, pull the details of WO 12345 and create a PDF highlighting the parts and labor costs that I can share with my client

Creates a client-ready document with just the financial details they care about.

Track overdue work by technician

Nova, create a PDF highlighting how many overdue work orders are assigned to each of my technicians

Helps managers quickly identify workload issues and rebalance assignments.

Print a PM checklist

Nova, generate a monthly HVAC PM and corresponding checklist, then generate a PDF of the checklist that I can print out and share

Ensures technicians have a clear, printable guide for recurring tasks.

Review open work by priority

Nova, create a PDF report of all open work orders by priority level so I can review them with my team

Supports better planning by showing which critical tasks need immediate attention.

Monitor overdue PMs by asset

Nova, generate a PDF of all overdue PMs for the month of September grouped by asset

Makes it easy to spot high-risk assets that are falling behind on preventive work.

Analyze parts usage and costs

Nova, export a PDF of parts usage and costs for the past 30 days

Provides visibility into spending trends for budget reviews and purchasing decisions.

Export a full year of work orders

Nova, generate a PDF of every completed work order for the last 12 months, grouped by location, with a summary chart at the top

Produces a year-in-review report β€” hundreds of pages with embedded charts β€” in a single export.

Pull a complete asset history

Nova, export a PDF of the full maintenance history for Asset #A-204, including all WOs, PMs, and downtime events

Gives you a single reference document for audits, handoffs, or reliability reviews.


βœ… Tips & Best Practices

  • Be specific in your request β€” include work order numbers, timeframes, locations, or technician names

  • Ask Nova to include a chart or summary at the top of long reports for a scannable overview

  • For very large exports (hundreds of pages), let Nova know upfront so it can structure the report with sections and a table of contents

  • Ask Nova to filter or summarize before generating β€” a focused PDF is more useful than a dump

  • Need a deck instead of a PDF? Ask Nova to generate a PowerPoint presentation β€” same data, presentation-ready format


❓ FAQ

How large a PDF can Nova generate?
Nova now reliably produces reports spanning hundreds of pages. For best results, structure large requests by date range, location, or asset group.

Will charts show up inside the PDF?
Yes. Any chart Nova generates as part of the report is embedded directly in the PDF β€” no screenshotting needed.

Can I export a chart by itself?
Yes. Charts can also be exported as standalone PNG files for use in emails, dashboards, or other documents.

Can Nova generate a PowerPoint instead of a PDF?
Yes. Just ask Nova for a presentation or deck β€” for example, "Nova, build a quarterly maintenance review deck for the Dallas site." Charts are embedded in presentations too.

How long does a PDF take to generate?
Most Nova responses now return in a few seconds thanks to recent performance improvements. Very large exports may take longer depending on the data volume.


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