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updated export to PDF steps
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defender-xdr/manage-incidents.md

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@@ -11,13 +11,14 @@ manager: deniseb
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audience: ITPro
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ms.collection:
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- m365-security
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- usx-security
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- tier1
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ms.custom: admindeeplinkDEFENDER
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ms.topic: conceptual
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search.appverid:
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- MOE150
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- MET150
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ms.date: 08/19/2024
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ms.date: 08/21/2024
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appliesto:
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- Microsoft Defender XDR
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- Microsoft Sentinel in the Microsoft Defender portal
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> [!IMPORTANT]
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> Some information in this article relates to prereleased product which may be substantially modified before it's commercially released. Microsoft makes no warranties, express or implied, with respect to the information provided here.
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>
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> The export incident data feature is currently available to Microsoft Defender XDR and Microsoft Defender unified security operations center (SOC) platform customers with the Microsoft Copilot for security license.
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> The export incident data feature is currently available to Microsoft Defender XDR and Microsoft unified security operations center (SOC) platform customers with the Microsoft Copilot for security license.
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You can export an incident's data to PDF through the **Export incident as PDF** function and save it into PDF format. This function allows security teams to review an incident's details offline at any given time.
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Here's an example of the exported PDF:
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:::image type="content" source="/defender/media/incidents-queue/export-incident-results-small.png" alt-text="Screenshot of the exported PDF's first page." lightbox="/defender/media/incidents-queue/export-incident-results.png":::
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:::image type="content" source="/defender/media/incidents-queue/export-results-small.png" alt-text="Screenshot of the exported PDF's first page." lightbox="/defender/media/incidents-queue/export-results.png":::
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If you have the [Copilot for Security](/security-copilot/microsoft-security-copilot) license, the exported PDF contains the following additional incident data:
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- [Incident summary](security-copilot-m365d-incident-summary.md)
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- [Incident report](security-copilot-m365d-create-incident-report.md)
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The export to PDF function is also available in the Copilot side panel of a generated incident report.
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The export to PDF function is also available in the Copilot side panel. When you select the **More actions** ellipsis (...) on the upper right corner of the incident report results card, you can choose **Export incident as PDF**.
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![Screenshot of additional actions in the incident report results card.](/defender/media/incidents-queue/export-incident-more-actions1.png)
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To generate the PDF, perform the following steps:
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1. Open an incident page. Select the **More actions** ellipsis (...) on the upper right corner and choose **Export incident as PDF**. The function becomes grayed out while the PDF is being generated.
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1. Open an incident page. Select the **More actions** ellipsis (...) on the upper right corner and choose **Export incident as PDF**.
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:::image type="content" source="/defender/media/incidents-queue/export-incident-main-small.png" alt-text="Screenshot highlighting the export incident to PDF option." lightbox="/defender/media/incidents-queue/export-incident-main.png":::
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1. A dialog box appears, indicating that the PDF is being generated. Select **Got it** to close the dialog box. Additionally, a status message indicating the current state of the download appears below the incident title. The export process may take a few minutes depending on the incident's complexity and the amount of data to be exported.
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1. In the dialog box that appears next, confirm the incident information that you want to include or exclude in the PDF. All incident information is selected by default. Select **Export PDF** to proceed.
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:::image type="content" source="/defender/media/incidents-queue/export-incident-predownload-small.png" alt-text="Screenshot highlighting export message and status before download." lightbox="/defender/media/incidents-queue/export-incident-predownload.png":::
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:::image type="content" source="/defender/media/incidents-queue/export-options.png" alt-text="Screenshot highlighting the export incident to PDF option.":::
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1. Once the PDF is ready, the status message indicates that the PDF is ready and another dialog box appears. Select **Download** from the dialog box to save the PDF to your device.
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1. A status message indicating the current state of the download appears below the incident title. The export process may take a few minutes depending on the incident's complexity and the amount of data to be exported.
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:::image type="content" source="/defender/media/incidents-queue/export-prepare-small.png" alt-text="Screenshot highlighting export message and status before download." lightbox="/defender/media/incidents-queue/export-prepare.png":::
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1. Another dialog box appears indicating that the PDF is ready. Select **Download** from the dialog box to save the PDF to your device.
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:::image type="content" source="/defender/media/incidents-queue/export-incident-download-small.png" alt-text="Screenshot highlighting export message and status when download is available." lightbox="/defender/media/incidents-queue/export-incident-download.png":::
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