Exporting analysis results

The Export to File (.xlsx) feature in Mass Ops lets you easily export your analysis results to an Excel (.xlsx) file so you can view data offline, share it with others, and compare information.

If you want to send analysis results to Review Center, see Using aiR for Review with Review Center.

Use the steps below to export analysis results data to an Excel (.xlsx) file.

1. On the Analysis Results tab, select up to 1,000 documents for export by checking individual boxes or applying filters. If you do not select or filter, all documents currently visible in the results view are exported, up to the 1,000 limit.
2. Select Export to File (.xlsx) from the Mass Ops list at the bottom of the grid.

   

3. On the Exporting analysis results modal, choose the desired Data Source from the list. The currently selected data source defaults.

   

4. Choose up to three versions from the Prompt Criteria Version list.
5. Click Export. Once confirmed, a progress modal appears in the bottom-right corner of the application window showing the export status.

The Excel file automatically saves to the default download folder configured in the user's web browser.

Export capacity

• A maximum of 1,000 documents can be selected for exporting, regardless of the number of prompt criteria versions selected, to ensure performance and stability.
• A maximum of three prompt criteria versions can be selected for exporting to avoid overloading Excel with excessive sheets.

Exported file structure

• Each analysis type (such as key documents, issue analysis) is exported to a separate sheet within the Excel file.
• Up to 10 Excel sheets can be generated for Issue Analysis results, since 10 is the limit for number of issues analyzed in aiR for Review project.
• Field names reflect the criteria selected during analysis setup.
• Data on the Insights tab is currently not included in the exported file.

Exporting document summaries

When aiR for Review generates document topics and summaries, these are the same for each document across all projects. They are not attached to a specific project or prompt criteria version, and they are not included in the main analysis results export.

You can export document topics and summaries by creating a document view that includes those fields, then exporting data from the Documents tab.

To add topics and summaries to a view:

1. Create a new document view or enter edit mode on an existing one. For instructions, see Views.
2. Add the following fields:
   • aiR Summaries::Topic
   • aiR Summaries::Summary
3. Add any other fields you want in the export. For a list of aiR for Review-related fields, see Creating document views and saved searches.
4. Click Save.

To export topics and summaries using the view:

1. At the top of the Documents tab, select the view that contains the Topic and Summary fields.
2. Select the documents whose summaries you want to export.
3. Under the mass actions drop-down, select Export to File.
4. Click Export.
   The file will begin downloading.

For more information on document summaries, see Document summaries.