Excel exports

Colabra has a dedicated Export XLSX flow for project-level workbook exports. It is separate from PDF and Word report export.

You open it from the project share/export surface, then choose exactly which workbook sheets and columns to include.

Use XLSX export when the next step is analysis, handoff, or working papers rather than narrative reading. If reports are for explaining the deal, workbook exports are for inspecting the record in structured form.

Send the right workbook, not the entire project dump

Real deal example: build the export around the question

If finance wants open diligence tasks plus unresolved requests, export those sheets. If legal wants clause-heavy contract review, export contracts, clauses, and findings. The wizard is strongest when you choose sheets based on the downstream question rather than exporting everything by default.

How the XLSX export wizard works

The export wizard follows up to three steps:

1. Sheets — choose which sheets to include in the workbook.
2. Columns — choose which columns to include for each selected sheet.
3. Clauses — if the Clauses sheet is selected, configure clause-specific filters.

The Clauses step only appears when the workbook includes the Clauses sheet.

Workbook sheets

These are the sheets the wizard currently supports:

Sheet	What it contains
Overview	Project summary with key metrics, red-flags count, and gap-analysis summary
Diligence	All tasks with status, priority, assignee, gap analysis, and dates
Findings	All red flags with severity, risk assessment, and AI analysis
Evidence	All files with categories, red-flags count, and metadata
Contracts	One row per agreement-like file with lifecycle, governing law, and consent signals
Entities	All entities extracted from files with identifiers and risk scores
Clauses	Extracted contract clauses with facts, flags, and page references
Requests	Requests with status, resolution info, and task context

Default sheets are:

• Overview
• Diligence
• Findings

Those defaults are a reasonable first pass for a broad project review, but specialist handoffs usually improve when you trim the workbook to only the sheets the recipient will actually use.

Clauses sheet settings

When the workbook includes the Clauses sheet, the wizard adds clause-specific settings:

Setting	What it does
Only clauses with flags	Exports only clauses that currently have associated flags
Clause types	Restricts the export to selected clause-topic groups or specific clause topics

Clause-topic groups exposed in the wizard:

Group	Topics covered
Core	Recitals, transaction terms, assignment, change of control, limitation of liability, indemnity
Commercial	Payment terms, pricing/indexation, scope of work, deliverables and milestones, acceptance, change management, order of precedence
Tech & data	IP ownership, open-source software, source-code escrow, security, data processing, sub-processors, audit
Supply & ops	Forecasting commitments, delivery/incoterms, installation/training, recalls and safety
Compliance	Compliance programs, export control, ESG/modern slavery, sector-specific clauses, government flowdowns
People	Non-compete, personnel/key-person, publicity, non-disparagement
Finance	Taxes, insurance, guarantees/security
Boilerplate	Confidentiality, warranty, support and maintenance, business continuity, data retention, exclusivity, MFN, ROFR/ROFO/ROFN, force majeure, governing law, execution, notices, term and renewal, termination, expenses

Column settings by sheet

Overview is the only sheet without configurable columns. Every other sheet lets you select all or clear all columns before export.

Diligence sheet

Columns: Task ID, Name, Workstream, Topic, Status, Stage, Priority, Start date, Due date, Assignee, Created by, Created at, Updated at, Gap status, Gap analysis.

Evidence sheet

Columns: File ID, File name, AI title, Location, Category, Subcategory, Standard code, Red flags, File type, File size, Uploaded at, Uploaded by.

Findings sheet

Columns: File ID, File, File title, File link, Flag, Severity, Location, Workstream, Category, Risk, Solution, AI quote, AI location, AI note, AI confidence, User override, Override user, Override timestamp, File size, File type, File uploaded.

Contracts sheet

Columns: File ID, File name, AI title, Location, Category, Subcategory, Agreement type, Contract status, Lifecycle status, Effective date, Expiry date, Renewal type, Renewal notice days, Governing law, Territory, Materiality, Materiality note, Assignment terms, CoC consent, CoC consequence, Red flags, File type, File size, Uploaded at.

Entities sheet

Columns: Entity ID, Name, Normalized name, Kind, Country, Jurisdiction, Address, Emails, Phone numbers, Tax IDs, Company numbers, External IDs, Identifiers JSON, Domains, Tickers, Incorporated date, Sanctions risk, Litigation risk, PEP risk, Adverse media risk, Intellectual property risk, Licenses risk, Enriched at, Created at, Updated at.

Clauses sheet

Columns: Clause ID, File ID, File name, File title, Clause topics, Clause label, Status, Clause text, Page references, Confidence, Flags count, Flags summary, Facts JSON, Location, Workstream, Language, Created at, Updated at.

Requests sheet

Columns: Request ID, Title, Description, Task ID, Task name, Workstream, Status, Created by, Created at, Updated at, Responses, Resolved, Resolved by, Resolved at.

What to use each export for

Need	Best sheet set
Executive project summary	Overview, Findings
Workstream tracking	Diligence, Requests
File-level diligence backup	Evidence, Contracts, Clauses
Entity and risk review	Entities, Findings
Contract-heavy legal export	Contracts, Clauses, Findings

Use XLSX export when you need structured data outside the product for offline review, downstream modelling, committee packs, or client deliverables. For narrative writing, stay in reports. For reusable lenses, stay in views.