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Reports and review

Report exports and what they mean

Understand CSV, XLSX, print-friendly reports, audit summaries, and report disclaimers.

Anyone forwarding a Partrek reportUpdated May 10, 2026

Common questions this answers

  • Can I save as PDF?
  • What is in the audit summary?
  • Can I forward the report internally?

Export formats

  • CSV exports are available for many report details and exception lists.
  • XLSX export is supported where the workflow provides a formatted workbook.
  • Revision-Impact Reports support native PDF export. Print / Save as PDF remains available from the print-friendly report view.

Every report should include context

Partrek reports include report identity, generated date, status, privacy note, audit/process summary, rows needing review, and workflow-specific disclaimers where applicable.

Forwarding guidance

Forward reports as review artifacts, not final approval artifacts. Highlight Needs review rows and assumptions for procurement, prefab, project, supplier, or branch reviewers.