# Recipes, Collaboration & Export

Accelerate analysis with templates, share findings, and export data

# Recipes, Collaboration & Export

**Purpose**: Accelerate analysis with templates, share findings securely, and export data.
**Audience**: All Users

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## 1. Analytics Recipes

Recipes are pre-built templates that solve specific business problems. Instead of building a dashboard from scratch, you plug your data into a Recipe.

### Available Recipes
*   **Sales**: Pipeline Analysis, Deal Velocity.
*   **Marketing**: Campaign ROI.
*   **Finance**: Budget Analysis.
*   **Operations**: Inventory Optimization.
*   **HR**: Employee Satisfaction.

### Workflow
1.  **Choose a Recipe**: Browse the Recipe Gallery by department (Marketing, Sales, etc.).
2.  **Connect Data**: The Recipe will tell you what data it needs (e.g., "Connect Salesforce" or "Upload Sales CSV").
3.  **Match Fields**: Map your columns to the Recipe's requirements.
    *   *Example*: Map your `Amount_Sold` column to the Recipe's `Revenue` field.
4.  **Launch**: Scoop automatically generates the Canvases, Insights, and Metrics defined in the template.

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## 2. Sharing & Collaboration

Securely share your insights with your team or external stakeholders.

### Sharing Permissions
Open the **Share Dialog** to configure access:
*   **Invite Only**: Only specific email addresses can view.
*   **Private**: Only you can view.
*   **Public**: Anyone with the link can view (useful for broad distribution).

### Security Controls
*   **Require Account**: Toggle this **ON** to ensure only logged-in Scoop users can view the link. Toggle **OFF** for seamless external sharing.
*   **Restrict Access**: Use Prompts to filter what the recipient sees.
    *   *Example*: Share a "Sales Dashboard" with a regional manager, but restrict the data to only show "Region = Northeast".
*   **Passcode**: Scoop automatically generates a secure passcode for shared links.

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## 3. Exporting Data

Get your data out of Scoop for use in other tools.

### Exporting from Chat
When Scoop answers a question with a table or chart:
1.  Look for the **Export** icon (usually near the top right of the answer).
2.  Choose your format: **Excel** or **CSV**.

### Exporting from Grids
In any data grid or table view:
1.  **Right-click** anywhere on the grid.
2.  Select **Export** from the context menu.
3.  Choose **CSV** or **Excel** export.

### Exporting Presentations
*   Presentations are typically shared via **Link** (see Sharing above) for the best interactive experience.
*   Static exports (PDF) may be available via your browser's "Print to PDF" function while in Presentation Mode.