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Overview

Design IQ allows you to export workflow results to Excel, creating comprehensive reports that include findings, responses, document references, and metadata.

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How to Export

1

Navigate to Results

Click Results in the sidebar.
2

Select a Workflow Execution

Choose the completed review you want to export.
3

Click Export

Look for the “Export to Excel” or download button.
4

Wait for Generation

The system generates your Excel file.
5

Download

Your browser downloads the Excel file automatically.
[SCREENSHOT PLACEHOLDER: Export button in Results interface]

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Export Contents

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Included Information

The Excel export typically includes: Finding Details:
  • Workflow item text
  • AI-generated finding/explanation
  • Severity level (Critical, Major, Warning, Pass, Inconclusive)
  • Category and tags
Document References:
  • Referenced document names
  • Page numbers
  • Document IDs
Your Responses:
  • Response text
  • Response timestamp
  • Response author (if tracked)
Metadata:
  • Workflow name
  • Project name
  • Execution date
  • Organization name

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Excel Structure

Exports are typically organized as:
  • One row per finding - Each workflow item and its result
  • Multiple columns - Severity, Item, Finding, Response, References, etc.
  • Color coding - Severity levels color-coded (Critical=Red, Major=Orange, etc.)
  • Filters enabled - Excel filter dropdowns on header row
  • Summary data - Count of findings by severity
[SCREENSHOT PLACEHOLDER: Sample Excel export showing rows and columns]

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Using the Excel Export

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Filtering in Excel

The exported file has filters enabled, allowing you to:
  • Filter by severity
  • Filter by category
  • Filter by status
  • Sort by any column

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Sharing with Stakeholders

Excel exports are ideal for:
  • Client reviews
  • Project documentation
  • Internal design reviews
  • Submittal packages
  • Compliance documentation

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Printing Reports

Format the Excel file for printing:
  • Adjust column widths
  • Add company logo/header
  • Print specific severity levels only
  • Create summary pages

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Export Customization

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Applying Filters Before Export

Some systems allow you to filter results before exporting: 
1. Filter: Severity = Critical + Major
2. Click Export
3. Result: Excel contains only Critical and Major findings
This lets you create focused reports (e.g., “High Priority Items Only”).

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Including/Excluding Data

Check if you can customize:
  • Which columns to include
  • Whether to include Pass findings
  • Document reference details
  • Response information

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File Naming

Exported files typically use naming conventions like: 
[WorkflowName]_[ProjectName]_[Date].xlsx
Example: 
Structural_Code_Review_Building_A_2024-01-15.xlsx

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Excel Export Use Cases

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Code Review Submittal

Export findings and responses to submit to building officials:
  • Shows what was checked
  • Documents compliance (Pass findings)
  • Explains how issues were addressed (responses)

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Client Deliverable

Provide clients with comprehensive review documentation:
  • Transparent review process
  • Clear communication of issues
  • Documented resolutions

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Internal QA

Use exports for quality assurance tracking:
  • Assign findings to team members
  • Track resolution status
  • Document design iterations

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Project Archive

Include exports in project archives:
  • Permanent record of reviews
  • Audit trail of design decisions
  • Reference for future projects
[SCREENSHOT PLACEHOLDER: Excel export being shared via email or file system]

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Advanced Excel Tips

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Create Pivot Tables

Use Excel pivot tables on exported data to:
  • Summarize findings by category
  • Count findings by severity
  • Analyze trends across projects

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Conditional Formatting

Enhance the export with:
  • Additional color coding
  • Icon sets for severity
  • Data bars for counts
If document paths are included, create hyperlinks to:
  • Jump directly to referenced documents
  • Open specific pages
  • Access full document sets

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Export Limits

Check with your organization administrator for any export limits, such as maximum file size or number of findings per export.

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Troubleshooting Exports

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Export Fails

  • Check your browser’s download settings
  • Disable pop-up blockers
  • Try a different browser
  • Refresh and try again

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File Won’t Open

  • Ensure you have Excel or compatible software
  • Check that download completed fully
  • Try re-exporting

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Missing Data

  • Verify you’re exporting the correct workflow execution
  • Check if filters were applied before export
  • Ensure responses were submitted before exporting

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Re-Exporting

You can export the same results multiple times:
  • After adding new responses
  • With different filters applied
  • For different audiences
  • At different project stages
Each export is a snapshot of the current state of findings and responses.

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Best Practices

Export After Completing Responses - Wait until you’ve responded to all findings for a complete record.
Descriptive Filenames - Rename exported files with clear, descriptive names.
Version Control - If exporting multiple times, include version or date in filename.
Archive Exports - Save exports to project folders for future reference.
Review Before Sharing - Open and review the Excel file before sending to external parties.

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Next Steps

Working with Findings

Ensure all findings are reviewed before exporting

Responding to Findings

Complete responses for a comprehensive export