Export Project Results
Once your analysis is complete, you can export the results to an Excel spreadsheet for sharing with colleagues, attaching to reports, or further analysis outside Pactly.
Export to Excel
Section titled “Export to Excel”- Open your project and click Export in the toolbar.
- In the export dialog, choose what to include:
- Include AI reasoning columns - Adds a column next to each data column showing the AI’s explanation for the extracted value. Enabled by default.
- Include source reference columns - Adds a column next to each data column showing the clause reference (e.g., “Clause 3.2”) where the value was found. Disabled by default.
- Click Export. The file downloads as an
.xlsxspreadsheet.
What’s in the export
Section titled “What’s in the export”The exported file includes:
- Contract column with the contract name for each row
- Data columns with the extracted values
- Reasoning columns (optional) with the AI’s explanation for each value
- Source reference columns (optional) with clause references
Yes/No columns export as “Yes” or “No” (not true/false). Cells where the AI could not find a value appear empty.
Other Project Actions
Section titled “Other Project Actions”The More actions menu (three dots) in the project header provides additional options:
- Duplicate - Creates a copy of the project with the same contracts and columns, but no results. Useful when you want to run a similar analysis with modified columns or on a different set of contracts.
- Archive - Moves the project to the archive. Archived projects are hidden from the main list but can be restored. Toggle “Show archived” on the Projects list page to view them.
- Delete - Permanently removes the project and all its data.