Exports & reports
Every engine result + every tracker exports to PDF, XLSX, or CSV. Reviewer sign-off workflows, print-friendly formatting, and clipboard-ready copies.
Format availability
| Format | What it's for | Available from |
|---|---|---|
| Formatted, printable, client-facing | Every engine result + every tracker | |
| XLSX | Raw data for further analysis in Excel | Every engine result + every tracker |
| CSV | Machine-readable line items | Most engine results + all trackers |
| DOCX | Editable Word format | PM Handoff, Field Daily, Contract Summary |
| PPTX | Editable presentation | Owner Report only |
| Copy as Markdown / text | Clipboard for email / Slack paste | RFQ Generator, Contract Summary, PM Handoff, Owner Report |
PDF exports
All PDF exports share a consistent house style: your company logo (set in Settings), engine name as the header, structured sections with clear hierarchy, and a footer with project name, date, and session ID for traceability. Page-break-aware — sections don't split mid-paragraph.
XLSX exports
XLSX exports preserve structure across multiple sheets. For engines that produce tables (Bid Leveling, Scope Check, Pay App Review), column ordering mirrors the on-screen view. Formulas are preserved when applicable — e.g., Bid Leveling exports recompute totals.
Reviewer sign-off
Several engines support explicit reviewer sign-off fields in their PDF exports: PM Handoff Report, Contract Review (accept-risk markers), Pay App Review (approver signature block). Signatures become part of the export record.
Bulk export
From the Results or History view, select multiple sessions and click Bulk export for a single PDF containing each session as a chapter — useful for end-of-project closeout files.
Branded exports
Your company logo + accent color + letterhead are configurable in Settings. All exports use these as the default branding.