Excel & Word Export — Documentation

Not everything has to end up as a PDF. With Excel and Word export you can integrate your assessment data directly into your own reporting and documentation workflows.

Export Buttons — Workspace toolbar with export buttons for Excel and Word

Which Format for Which Use Case?

Excel (.xlsx) — Ideal for data analysis and management reporting. Contains score data per category as raw data, AI recommendations as text, and benchmark comparison values as separate columns — ready for your own pivot tables and charts.
Word (.docx) — Ideal for documentation and editable reports. Formatted report with structure that can be fully edited in Microsoft Word.
PDF — Ideal for presentations and final deliverables. Non-editable, professionally formatted.

Export Excel or Word — Step by Step

Open the workspace

Open the assessment in the workspace. Both export options are found under the "Export" button in the top toolbar.

Select format

Click "Export" and select "Excel (.xlsx)" or "Word (.docx)" from the dropdown. The export starts immediately — there is no further configuration step. The download begins automatically after a few seconds.

What Is in the Excel Export?

The Excel document contains multiple worksheets:

Overview — Overall score, template name, date
Categories — Score per category as raw data — ideal for your own charts
AI Recommendations — All generated recommendations as text per row
Benchmark — Comparison values (if industry comparison is available)

Tipp

The Excel worksheet "Categories" also contains raw data per subcategory — useful when you want to dive deeper into individual areas or create your own weighted analyses.

Info

For a complete Excel export with AI recommendations, the recommendations must have been generated in the workspace beforehand. If the "AI Recommendations" worksheet is empty, generate the recommendations first via the corresponding button in the workspace.

Common Issues

Excel shows no data / all cells empty
The Excel export requires at least some answered questions in the assessment. Check the progress bar in the workspace — if the assessment is less than 20% complete no meaningful export can be generated. Also: AI recommendations must be generated first for the corresponding worksheet to be populated.
Word document does not open correctly
The exported .docx format is compatible with Microsoft Word (2016+) and LibreOffice Writer. If the document is not displayed correctly, check your Office version. With Google Docs minor formatting deviations may occur — but the .docx remains fully editable.
Download does not start
Check whether your browser blocks automatic downloads. Go to browser settings and allow downloads from alev-b.com. The browser may show a security warning for .xlsx/.docx downloads — this is normal and can be safely confirmed.

Next Steps

PDF Export — professional reports for client presentations
Project Report — comprehensive report across all templates in a project
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