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

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

Complete load calculation documentation:

Project, system, zone, and space summaries
Load component breakdown
Optional loads profile charts and psychrometric charts

Basis of Design

Project documentation covering design criteria, building data, and system configuration.

ASHRAE 62.1 Ventilation Summary

Ventilation performance report for the ASHRAE 62.1 Indoor Air Quality Procedure. It compares the as-designed IAQP outdoor air with the Ventilation Rate Procedure requirement. The Project Summary also lists the Dates & Deadlines, Codes & Standards, and Special Constraints from Basis of Design → General. Only appears for commercial projects.

Mechanical Specification

AI-generated Division 23 mechanical design specification, delivered as a Word document (.docx). Only appears when your organization has this feature enabled.

Drawing

Vector plan-sheet drawing of the project canvas with an engineering title block, rendered server-side as a PDF. You can start it from two places. Both open the same Export Drawing dialog:

Reports > Exports: select Drawing in the Create Export dialog and click Next. The Export Drawing dialog adds a Drawing selector (Zones, System Design Layout, System Configuration, Spaces, Air Balancing, or Systems) and two Include checkboxes: Annotations and Floor Plans and Maps. It starts with the drawing and checkboxes of your last drawing export from this page. The first time, that is Spaces with both boxes checked.
The Export Drawing button on the Spaces, Envelope, Zones, Systems, System Configuration (canvas and diagram), and System Design Layout canvases. This path exports the view you are looking at. The button shows only for project editors with a license.

The dialog has these options:

File Name: defaults to the drawing name, project name, and date, plus the study name when a study is active (for example Zones Drawing - 1401 Elm - 2026-10-04). Drawing names follow the canvas: Zones Drawing, Walls Drawing, System Diagram Drawing, and so on
Layout: Landscape or Portrait. From a canvas, it defaults to the shape of the drawing. From Reports > Exports, it defaults to the shape of most of the project’s sheets, or Landscape when the project has none
Scale: only on canvases with a scale: Fit Content to Page (default) or Fixed Scale. Fixed Scale adds a list of scales and replaces Page Size; HVAKR picks the smallest sheet that fits the drawing at that scale
Page Size: with Fit Content to Page: 8.5” × 11”, 11” × 17”, 24” × 36”, 30” × 42”, or 36” × 48”, turned to the chosen layout; defaults to 36” × 24” (or 24” × 36” in portrait)
Appearance: Color (default) or Grayscale

A preview of the PDF shows next to the options, one sheet at a time (Sheet 1 of 3). Badges under it show the sheet size and scale. Hover over the sheet to see the area under the pointer enlarged in a round lens. The left and right arrow keys switch sheets while the dialog is open, except when a text field or option control has focus.

The dialog does not download the PDF. Click Export. HVAKR shows Preparing Export… until the server starts generating. From a canvas, it then takes you to Reports > Exports. From Reports > Exports, the dialog closes. The new row finishes on its own.

Title block

Every drawing page has a title block down the right edge. From top to bottom it shows:

Company: your organization’s name. Left out when the project has no organization.
Project: the project name, address, and project number.
Details: drawn by (the person who created the export), a blank Checked by line, date, and scale, with a scale bar under the scale. Drawings without a scale read Not to scale and have no scale bar.
Sheet title: the export name, the drawing type, the level, and the page number out of the pages in the export.

Four more blocks are off by default. When turned on for your organization, they print in its chosen order before the sheet title:

Logo: your organization’s picture, fitted inside the block. Left out when your organization has none.
Seal: an empty box for the engineer’s stamp.
Revisions: a blank revision table with four rows.
North Arrow: an arrow that points to true north, from the project’s plan rotation. Left out of equipment diagrams.

Organization admins choose the blocks, their order, and which blocks print their text sideways under Settings > Organization > Drawing Title Block. See Drawing Title Block.

CSV Exports

Spreadsheet exports for further analysis. These three are delivered as ZIP archives of several CSV files:

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

ASHRAE 62.1 Ventilation Compliance

Compliance data for the Indoor Air Quality Procedure, delivered as a single CSV file rather than a ZIP archive. It holds one row per space plus a project total, with the ventilation schedule (area, Pz, people density, Rp, Ra, V_BZ, Ez, and the VRP V_OZ), the as-designed IAQP outdoor air and method, air cleaning data, the compliance status, and a column group for each design compound the project uses. Only appears for commercial projects.

gbXML Model

Green Building XML geometry and construction export (.xml). Requires a Team or Enterprise license.

Raw JSON

Complete project data and global reference data as a single JSON file. Requires a Team or Enterprise license.

Report Options

When you create an export, choose an export type and configure its options in the dialog.

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

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.

Basis of Design, both ASHRAE 62.1 IAQP exports, Mechanical Specification, gbXML Model, and Raw JSON have no configurable options. Drawing options are in the Export Drawing dialog.

Stamps

Every PDF report except Drawing shows stamp 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

Units

Exports use the project’s unit system (Imperial or Metric) at the time you click Create Export. Change it with Unit System under Units in the project’s Settings (left sidebar footer) before generating 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.

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

Go to Reports > Exports
Click Create Export
Select an export type and enter a name
Configure export options
Click Create Export

For Drawing, click Next after you select it. HVAKR opens the Export Drawing dialog, where you set the name and options and click Export.

The row appears in the Exports table as soon as you create the export and shows a loading placeholder while the server generates the file. Download and Analyze stay disabled until generation finishes, and the table updates live.

The dialog estimates the work before you create the export. PDF reports HVAKR can page-count (Loads Report, Basis of Design, and the ASHRAE 62.1 Ventilation Summary) show an estimated page count and an estimated time. Any export estimated to take more than 30 seconds, CSV exports included, also gets a Notify me when complete checkbox.

Downloading

Click Download on a completed export to save it. The file type depends on the export type you chose: PDF (Loads Report, Basis of Design, ASHRAE 62.1 Ventilation Summary, and Drawing), DOCX (Mechanical Specification), ZIP (Loads Report CSV, Time Series Loads CSV, and Ventilation and Airflow CSV), CSV (ASHRAE 62.1 Ventilation Compliance), XML (gbXML Model), or JSON (Raw JSON).

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

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

A multi-section document covering project metadata, weather, envelope, space types, and systems.

Best Practices

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: an organization admin uploads the logo under Settings > Organization

File Management

Name files clearly: the dialog defaults to the export type name (or the drawing name for Drawing); customize if needed
Create versions: generate a new report for each revision
Archive exports: download and keep with project deliverables

Troubleshooting

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

For large PDFs:

Narrow scope with the include checkboxes (systems, zones, spaces)
Disable optional charts
Generate separate reports for different scopes