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.
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:
- Select a report type
- Choose a scope in the report’s sidebar tree — Project, System, Zone, or Space
- View detailed results for that scope
The on-screen reports are scope-driven rather than filterable tables: you drill into the building hierarchy with the sidebar tree instead of filtering or sorting a flat list.
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)
- Canvas Drawing — vector plan-sheet drawing of the project canvas
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”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
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 your current display unit system (Imperial or Metric). Change it under Settings > Preferences before generating an export if needed.
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