Exporting results and the report pages

This guide covers what you can take out of a completed assessment once it is published, namely the Excel workbook, the folder for Claude, and the report pages in the Deck for the impact statement, double materiality, CSRD and SFDR.

It assumes you already have a completed assessment. If you do not, start with Assessing an organization or Assessing and comparing investments, projects or programs.

Publish first

Every export reads a published release, never the working model. Calibrate the model in the Model, publish it, and open the company in the Deck. A later calibration reaches the exports and the report pages only once it is published again.

Download the results

The Deck bar offers two downloads of the published result.

Download Excel

The workbook holds every number of the release and the frozen model behind it, with live formulas and the sources of each input, so an analyst can audit a figure or rebuild a calculation outside the platform.

💡 Tip: Use the workbook when you need to audit a number or hand the model to an analyst, and the report pages when you need to share a conclusion.

Download for Claude

The folder is made for a Claude project. It holds the published figures as tables, the frozen model, the engine for what-ifs and the Deck's skills, so Claude can answer questions on the result without a connection to the platform. The workspace page has its own Download for Claude, which puts each company's newest published result it can read in one folder for portfolio analysis and lists any company it leaves out, with the reason.

A company's download is a snapshot of one release, and the workspace's a snapshot of each included company's newest release. Record each release and its date when you use the results in a formal report, because a newer release may differ.

Use the report pages

The report pages sit beside the Deck's chat, and each one reads the published release.

1. Impact statement sets out the result by capital and by value-chain step. On a model valued against an alternative it shows the absolute impact and the additional impact in separate columns, never added together.
2. Double materiality scores each topic for impact and for financial materiality, built on the valuation rather than on stakeholder perception alone. See Double materiality.
3. CSRD prefills the ESRS datapoints the model can support and marks the ones it cannot.
4. SFDR presents the principal adverse impact indicators and the three tests of a sustainable investment for one holding. See Screening a holding against SFDR.

There is no PDF export at present. The report pages stay in the Deck, and the workbook carries the numbers behind them.

💡 Tip: The report pages are derived from the release as it stands. Resolve material data gaps and confirm the assumptions in the Model, then publish again, before you use them in a formal report.

Related guides

• Assessing an organization runs an assessment from a company name to a completed impact statement.
• Assessing and comparing investments, projects or programs assesses a specific project, investment or program.
• Building a fund or portfolio assessment analyzes a whole workspace rather than a single assessment.