> ## Documentation Index
> Fetch the complete documentation index at: https://docs.designiq.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting Results

> Generate Excel reports of findings and responses

## Overview

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

## How to Export

<Steps>
  <Step title="Navigate to Results">
    Click **Results** in the sidebar.
  </Step>

  <Step title="Select a Workflow Execution">
    Choose the completed review you want to export.
  </Step>

  <Step title="Click Export">
    Look for the "Export to Excel" or download button.
  </Step>

  <Step title="Wait for Generation">
    The system generates your Excel file.
  </Step>

  <Step title="Download">
    Your browser downloads the Excel file automatically.
  </Step>
</Steps>

\[SCREENSHOT PLACEHOLDER: Export button in Results interface]

## Export Contents

### 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

### 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]

## Using the Excel Export

### 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

### Sharing with Stakeholders

Excel exports are ideal for:

* Client reviews
* Project documentation
* Internal design reviews
* Submittal packages
* Compliance documentation

### Printing Reports

Format the Excel file for printing:

* Adjust column widths
* Add company logo/header
* Print specific severity levels only
* Create summary pages

## Export Customization

### 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").

### Including/Excluding Data

Check if you can customize:

* Which columns to include
* Whether to include Pass findings
* Document reference details
* Response information

## File Naming

Exported files typically use naming conventions like:

```
[WorkflowName]_[ProjectName]_[Date].xlsx
```

Example:

```
Structural_Code_Review_Building_A_2024-01-15.xlsx
```

## Excel Export Use Cases

### 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)

### Client Deliverable

Provide clients with comprehensive review documentation:

* Transparent review process
* Clear communication of issues
* Documented resolutions

### Internal QA

Use exports for quality assurance tracking:

* Assign findings to team members
* Track resolution status
* Document design iterations

### 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]

## Advanced Excel Tips

### Create Pivot Tables

Use Excel pivot tables on exported data to:

* Summarize findings by category
* Count findings by severity
* Analyze trends across projects

### Conditional Formatting

Enhance the export with:

* Additional color coding
* Icon sets for severity
* Data bars for counts

### Link to Documents

If document paths are included, create hyperlinks to:

* Jump directly to referenced documents
* Open specific pages
* Access full document sets

## Export Limits

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

## Troubleshooting Exports

### Export Fails

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

### File Won't Open

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

### Missing Data

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

## 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.

## Best Practices

<Check>
  **Export After Completing Responses** - Wait until you've responded to all findings for a complete record.
</Check>

<Check>
  **Descriptive Filenames** - Rename exported files with clear, descriptive names.
</Check>

<Check>
  **Version Control** - If exporting multiple times, include version or date in filename.
</Check>

<Check>
  **Archive Exports** - Save exports to project folders for future reference.
</Check>

<Check>
  **Review Before Sharing** - Open and review the Excel file before sending to external parties.
</Check>

## Next Steps

<CardGroup cols={2}>
  <Card title="Working with Findings" icon="search" href="/dashboard/results/working-with-findings">
    Ensure all findings are reviewed before exporting
  </Card>

  <Card title="Responding to Findings" icon="message" href="/dashboard/results/responding-to-findings">
    Complete responses for a comprehensive export
  </Card>
</CardGroup>