PDF Export
HVAKR generates professional PDF reports suitable for client deliverables, permit applications, and construction documents. CSV, Word, and data exports are also available from the same Exports page.
Available Reports
Section titled “Available Reports”Create reports from Reports > Exports. The Create Export dialog only lists export types allowed for your project type and enabled for your organization. License-gated types still appear in the list — selecting one your license doesn’t cover shows an upgrade notice instead of letting you create it.
Loads Report
Section titled “Loads Report”Complete load calculation documentation:
- Project, system, zone, and space summaries
- Load component breakdown
- Optional loads profile charts and psychrometric charts
Basis of Design
Section titled “Basis of Design”Project documentation covering design criteria, building data, and system configuration.
HVAKR J
Section titled “HVAKR J”Residential load calculation report. Only appears for residential projects, and only when your organization has this feature enabled.
Mechanical Specification
Section titled “Mechanical Specification”AI-generated Division 23 mechanical design specification, delivered as a Word document (.docx). Only appears when your organization has this feature enabled.
Canvas Drawing
Section titled “Canvas Drawing”Vector plan-sheet drawing of the project canvas with an engineering title block, rendered server-side as a PDF. Only appears when your organization has this feature enabled.
CSV Exports
Section titled “CSV Exports”Spreadsheet exports for further analysis. These 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
gbXML Model
Section titled “gbXML Model”Green Building XML geometry and construction export (.xml). Requires a Team or Enterprise license.
Raw JSON
Section titled “Raw JSON”Complete project data and global reference data as a single JSON file. Requires a Team or Enterprise license.
Report Options
Section titled “Report Options”When you create an export, choose an export type and configure its options in the dialog.
Loads Report Options
Section titled “Loads Report Options”- Loads Configuration — cooling and heating, cooling only, or heating only
- Include Systems, Include Zones, Include Spaces — control which scopes appear
- Include Loads Profile Charts and Include Psychrometric Charts — toggle optional charts
At least one of Include Systems, Include Zones, or Include Spaces must stay checked. Uncheck all three and a Select at least one scope to include warning appears, and Create Export is disabled until you recheck one.
CSV Export Options
Section titled “CSV Export Options”Options vary by CSV type:
- Loads Report CSV — a Loads Configuration select (cooling and heating, cooling only, or heating only) plus Include Project, Include Systems, Include Zones, Include Spaces, and Include Equipment scope checkboxes.
- Ventilation and Airflow CSV — Include Project, Include Systems, Include Zones, and Include Spaces scope checkboxes plus data toggles: Advanced Supply Air Data, Advanced Ventilation Data, Design Airflow Summary, Exhaust Design Data, and Ventilation Design Data.
- Time Series Loads CSV — no options; it exports the full hourly load profile.
As with the Loads Report, at least one scope checkbox must stay checked for Loads Report CSV and Ventilation and Airflow CSV. Uncheck them all and Create Export is disabled until you recheck one.
HVAKR J, Mechanical Specification, Canvas Drawing, gbXML Model, and Raw JSON have no configurable options.
Cover Page Options
Section titled “Cover Page Options”Every PDF export shows cover-page controls in the confirm step:
- Mark as Preliminary — stamps the cover page as preliminary, not for construction
- Include P.E. Stamp — adds your uploaded P.E. stamp for the project’s state; disabled until you upload a stamp for that state under Settings > User Profile
Exports use your current display unit system (Imperial or Metric) at the time you click Create Export. Change units under Settings > Preferences before generating if needed.
Organization Branding
Section titled “Organization Branding”PDF cover pages use your organization logo from Settings > Organization. If no logo is set, HVAKR’s default logo is used.
Generating Reports
Section titled “Generating Reports”- Go to Reports > Exports
- Click Create Export
- Select an export type and enter a name
- Configure export options
- Click Create Export
The export appears in the Exports table when generation finishes. Long PDF reports show an estimated page count and generation time, with an optional Notify me when complete checkbox.
Downloading
Section titled “Downloading”Click Download on a completed export to save it. The file type depends on the export type you chose: PDF, DOCX (Mechanical Specification), ZIP (CSV exports), XML (gbXML Model), or JSON (Raw JSON).
AI Analysis
Section titled “AI Analysis”For completed PDF reports up to 20 MB, click Analyze to open the report in AI chat for summarization. Reports above that size can’t be analyzed — narrow the scope with the include checkboxes to shrink the file first.
Report Structure
Section titled “Report Structure”Loads Report
Section titled “Loads Report”The Loads Report includes:
- Cover page with project and organization information
- Table of contents
- Project-level summary pages
- System, zone, and space detail pages based on your scope options
Basis of Design
Section titled “Basis of Design”A multi-section document covering project metadata, weather, envelope, space types, and systems.
Best Practices
Section titled “Best Practices”Before Exporting
Section titled “Before Exporting”- Complete calculations — ensure all spaces, zones, and systems are configured
- Review on screen — check Loads and other report views for errors first
- Verify units — confirm your display unit system matches project requirements
- Set organization logo — upload your logo under Settings > Organization
File Management
Section titled “File Management”- Name files clearly — the dialog defaults to the export type name; customize if needed
- Create versions — generate a new report for each revision
- Archive exports — download and keep with project deliverables
Troubleshooting
Section titled “Troubleshooting”Report Failed to Generate
Section titled “Report Failed to Generate”If an export shows Failed to generate in the Exports table, try creating it again. Very large projects may take several minutes — use Notify me when complete for long-running reports.
Large File Size
Section titled “Large File Size”For large PDFs:
- Narrow scope with the include checkboxes (systems, zones, spaces)
- Disable optional charts
- Generate separate reports for different scopes