Excel exports
Open Project → Outputs → Export, then choose Export under Project data export. The workbook is a snapshot for offline review, analysis, or handoff.
Configure the workbook
- Sheets — select the records and schedules the recipient needs.
- Columns — choose the fields for the selected sheets where configurable.
- Clauses — if selected, filter clause types and optionally include only clauses with flags.
- Generate and download the workbook.
The initial selection is Overview, Diligence, and Findings. Adjust it for the actual review question.
Available sheets
| Sheet | Contents |
|---|---|
| Overview | Project summary, metrics, flags, and gap coverage |
| Diligence | Checklist tasks, status, priority, ownership, and gaps |
| Findings | Red flags, severity, and analysis |
| Evidence | File inventory, categories, flags, and metadata |
| Contracts | Agreement lifecycle, governing law, and consent signals |
| Disclosure coverage | Disclosure obligations, coverage, and evidence counts |
| Disclosure exceptions | Mismatches, unsupported rows, and potential omissions |
| Disclosure schedule inventory | Seller schedule rows, review state, and linked obligations |
| Disclosure schedule changes | Differences between current and prior schedule files |
| Entities | Extracted entities, identifiers, and risk observations |
| Clauses | Clause text, facts, flags, and page references |
| Requests | Requests, responses, resolution, and task context |
| QoE summary | Financial diagnostics and working-capital / EBITDA rollups |
| Financial findings | Financial issues, priority, and workflow state |
| QoE analysis | Analytical observations and financial interpretation |
| QoE schedules | Working-capital, EBITDA, debt-like, and value-bridge schedules |
Available rows depend on the evidence and analysis in the project. A selected sheet may have no relevant records; that is not proof that its risk category has been cleared.
Clause filters and columns
The clause options include Only clauses with flags and selected clause topics or groups. Use those filters for a targeted legal handoff. Include unflagged clauses when the reviewer needs to assess coverage or compare agreements.
The column step is the current field reference for each sheet. Preserve identifying columns and source references when the recipient needs to trace records back to Colabra. Keep period, currency, entity, and review-state fields alongside financial values.
Choose a useful sheet set
| Review | Suggested sheets |
|---|---|
| Senior review | Overview, Findings, Requests |
| Checklist follow-up | Diligence, Requests |
| Contract review | Contracts, Clauses, Findings, Evidence |
| Disclosure review | Disclosure coverage, exceptions, schedule inventory, and schedule changes |
| Financial review | QoE summary, Financial findings, QoE analysis, QoE schedules |
| Entity review | Entities, Evidence |
Before handing off
Check the exported scope, filters, selected sheets, and any incomplete processing. Confirm that monetary values use the expected units and currencies and that reviewer decisions have been recorded.
The workbook is not a live sync. Export again after material changes. Use project reports for narrative outputs and Colabra AI for a custom analytical workbook or model.
For original files, use Download all files in the same Export area. That separate ZIP flow requires bulk-download permission.