Reports Overview
The Reports section provides detailed views of calculation results and generates professional documentation for your HVAC design.
Available Reports
Section titled “Available Reports”Loads Summary
Section titled “Loads Summary”Comprehensive load calculation results:
- Cooling and heating loads by project, system, zone, and space
- Load component breakdown
- System-level summaries
- Peak load identification
See Loads Summary Report for the full view.
Energy (β)
Section titled “Energy (β)”Annual energy-use and cost simulation, run against typical meteorological year (TMY) weather data:
- Annual and monthly energy and cost breakdowns, by fuel type
- Daily and full 8,760-hour load profiles, plus a load duration curve and load-vs-temperature scatter
- Scoped to the whole project, a single system, or a single equipment unit
- Export the 8,760-hour profile as a CSV
Requires a weather station with TMY data selected under Basis of Design > Weather, and Building CTS Data selected under Basis of Design > Building Data. Missing either one shows a setup-gap screen instead of results.
Ventilation (β)
Section titled “Ventilation (β)”The project’s ventilation schedule, with one row for each space that has IAQP results:
- Required outdoor air under the Ventilation Rate Procedure (VRP), the Indoor Air Quality Procedure (IAQP), and a CO2 limit: the CO2 columns appear only when a space has occupants and its space type has a CO2 generation rate and a CO2 limit
- A Design column group: use Method to choose which method sets each space’s outdoor air, or enter a Custom value, then check Compliance to confirm the design meets the requirements
- A chart view with Outdoor Airflow by Space (VRP vs IAQP) and Outdoor Air Reduction by Space
The Export Ventilation and Airflow CSV button opens Reports > Exports with the Create Export dialog set to that export type. On a commercial project, its menu also offers the two ASHRAE 62.1 IAQP exports. IAQP results need compound emission rates in the IAQP Data table under Basis of Design > Space Types. Design limits default to the ASHRAE 62.1 values. Without emission rates, the pane shows No IAQP design data yet.
Exports
Section titled “Exports”Generate PDF and CSV deliverables from Reports > Exports. See PDF Export.
Viewing Reports
Section titled “Viewing Reports”Navigation
Section titled “Navigation”Access reports from the Reports section in the left sidebar. Each report type scopes results differently:
- Loads Summary: choose a scope in the report’s sidebar tree (Project, System, Zone, or Space) to view detailed results for that scope. The on-screen report is scope-driven rather than a filterable table: you drill into the building hierarchy with the sidebar tree instead of filtering or sorting a flat list.
- Energy: choose a scope in the Energy Explorer sidebar tree: Project, a system, or one equipment unit under a system. Equipment not assigned to a system is grouped under Unassigned. The report title shows the selected scope, or Project Totals for the whole project.
- Ventilation: always shows the whole project. Switch between the table and chart views with the toggle in the header.
Data Display
Section titled “Data Display”Cards and Tables
Section titled “Cards and Tables”The Loads report presents results as summary cards (sums at peak, checksums, and per-scope data tables) for the scope you select. Values respect your display unit system.
Charts
Section titled “Charts”The Loads report’s Chart view shows a Cooling Loads Profile (hourly load curve, with a 2D/3D toggle) and, for a zone or system, a Peak Coincidence card that scatters child scopes by their peak month and hour.
Exporting Data
Section titled “Exporting Data”PDF and CSV files are produced from Reports > Exports with the Create Export dialog, not from the on-screen report views.
PDF Reports
Section titled “PDF Reports”- Loads Report: project, system, zone, and space summaries with component breakdown and optional charts
- Basis of Design: design criteria, building data, and system configuration
- HVAKR J: residential load calculation report (residential projects only)
- ASHRAE 62.1 Ventilation Summary: Indoor Air Quality Procedure (IAQP) outdoor air compared with the Ventilation Rate Procedure requirement (commercial projects only)
- Drawing: plan-sheet drawing of a project canvas with an engineering title block
Some export types only appear when your organization has that feature enabled. See PDF Export for the full catalog and availability.
CSV Exports
Section titled “CSV Exports”These three are delivered as ZIP archives:
- Loads Report CSV: space, zone, and system load data
- Time Series Loads CSV: hourly load profiles
- Ventilation and Airflow CSV: ventilation and airflow design data
The ASHRAE 62.1 Ventilation Compliance export is a single CSV file. It appears only for commercial projects.
Other Formats
Section titled “Other Formats”- Mechanical Specification: AI-generated Division 23 spec, delivered as a Word document
- gbXML Model and Raw JSON: geometry and project data exports; require a Team or Enterprise license
See PDF Export for export options, scope controls, and licensing.
Display Units
Section titled “Display Units”On-screen reports and exports use the project’s unit system (Imperial or Metric). Change it with Unit System under Units in the project’s Settings (left sidebar footer) before generating an export if needed. The Default Units preference under Settings > Preferences sets the unit system for new projects and for the tools you open outside a project, such as the Psychrometric Chart and Ductulator.
Best Practices
Section titled “Best Practices”- Review before exporting - Verify calculations are complete
- Check units - Confirm display units match project requirements
- Include all systems - Don’t miss any equipment
- Save exports - Archive PDFs with project files