How do I export my findings to Excel or copy them?
Quick answer: On the Findings tab, click Export → Export to Excel. You get a spreadsheet with one row per finding. To paste the results somewhere else, click Export → Copy, which copies the findings, action items, and questions to your clipboard.
Export to Excel
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Open the project and go to the Findings tab.
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Click Export, then Export to Excel under Data.
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The spreadsheet downloads. Its columns are #, Finding ID, Sheet, Discipline / Category, Code Section, Result, Status, Finding, Required Correction, Reviewer Note, and Source. Rejected findings are shaded.
Bring edits back from Excel
You or a consultant can change the Result or Status columns, edit text, or add new findings below the line that reads Add new findings below this line. Then:
- Click Export → Import from Excel and pick the saved file.
- Check the Preview findings import counts and click Apply changes.
Copy everything to the clipboard
Click Export → Copy. A message confirms Copied — findings, action items & questions. Paste it into an email, a document, or another AI tool. Copy appears once the review has finished.