Exporting Data

Once your Review Matrix extraction is complete and you have reviewed and edited the results, you can export the matrix in five different formats. Each format serves a different purpose, from spreadsheet analysis to client-ready reports.

How to export

1. Open the completed Review Matrix extraction.
2. Select the Export button in the top-right corner of the results page.
3. Choose your preferred format from the dropdown menu.
4. Configure any format-specific options (described below).
5. Select Download to save the file to your computer.

Export reflects your edits

Exported files include all manual edits, annotations, and confidence score overrides you have made. What you see in the interface is what gets exported.

Export formats

Excel

Excel (.xlsx)

The Excel format is the most popular choice for further analysis and is the best option when you need to sort, filter, pivot, or chart your results.

What is included:

• Matrix sheet -- The full question-by-document grid with all answers.
• Confidence sheet -- A separate sheet with the confidence score for every answer.
• Citations sheet -- A sheet listing the source citation (page, paragraph, quoted text) for every answer.
• Summary sheet -- Extraction metadata including project name, date, document count, question count, and overall statistics.

Format details:

• Column headers are the question text.
• Row headers are the document names.
• Confidence scores are color-coded using conditional formatting (green for high, yellow for medium, orange for low, red for very low).
• Cells with manual edits are marked with a comment containing the original AI-generated answer.
• Annotations are included as cell comments.

Best for: Data analysis, pivot tables, portfolio-level comparisons, internal working files.

CSV

CSV (.csv)

CSV provides a lightweight, universal format that can be opened in any spreadsheet application, database tool, or text editor.

What is included:

• A single flat file with documents as rows and questions as columns.
• Each cell contains the answer text.
• Confidence scores are included as a separate column for each question (e.g., "Q1", "Q1 Confidence").

Format details:

• UTF-8 encoded with comma delimiters.
• Text fields are quoted to handle commas and line breaks within answers.
• The first row contains column headers.
• Annotations and citations are not included in the CSV format due to the flat structure.

Best for: Importing into databases, data pipelines, tools that do not support .xlsx, or quick data transfers.

Need citations in CSV?

If you need citation data in a flat format, use the JSON export instead. JSON preserves the full structure including citations and annotations.

JSON

JSON (.json)

JSON preserves the complete data structure including all answers, confidence scores, citations, annotations, and edit history. It is the most comprehensive export format.

What is included:

• Full structured data for every document-question pair.
• Each answer object contains: answer text, confidence score, citation(s), annotations, edit history, and verification status.
• Extraction metadata including project ID, extraction date, document list, and question configuration.

Example structure:

{
  "extraction": {
    "id": "ext_abc123",
    "project": "Project Alpha",
    "created_at": "2025-03-15T10:30:00Z",
    "documents": ["lease_001.pdf", "lease_002.pdf"],
    "questions": [
      {
        "id": "q1",
        "text": "What is the annual base rent?",
        "type": "number"
      }
    ],
    "results": [
      {
        "document": "lease_001.pdf",
        "question_id": "q1",
        "answer": "250,000",
        "confidence": 95,
        "citations": [
          {
            "page": 3,
            "paragraph": "Section 4.1",
            "text": "The annual base rent shall be USD 250,000..."
          }
        ],
        "annotations": [],
        "edited": false,
        "verified": true
      }
    ]
  }
}

Best for: System integrations, programmatic analysis, archival, or feeding results into other tools.

PDF

PDF (.pdf)

PDF produces a polished, paginated document suitable for client deliverables, internal reports, and formal record-keeping.

What is included:

• A cover page with project name, extraction date, document count, and question count.
• The full matrix in a formatted table.
• Each answer includes its confidence score and source citation.
• Annotations are included as footnotes.
• A summary section with key statistics.

Format details:

• Professional layout with headers, page numbers, and table formatting.
• Long answers wrap within their cells.
• Confidence scores are color-coded (green, yellow, orange, red).
• Edit history is included in an appendix if any answers were manually modified.

Best for: Client reports, board presentations, regulatory submissions, and formal documentation.

DOCX

DOCX (.docx)

Word format produces an editable report that you can customize with your firm's branding, add commentary, and format for specific audiences.

What is included:

• A title page with project details.
• The full matrix as a formatted Word table.
• Confidence scores and source citations for each answer.
• Annotations appear as Word comments attached to the relevant cells.
• An edit history appendix.

Format details:

• Uses standard Word styles that you can remap to your firm's template.
• Tables are formatted for readability with alternating row colors.
• Hyperlinks to source citations are preserved (though they link to the Judicio web app).
• Compatible with Microsoft Word, Google Docs, and LibreOffice.

Best for: Client deliverables that need firm branding, reports that require additional narrative, documents that will be reviewed or co-edited by others.

Choosing the right format

Need	Recommended format
Analyze data in a spreadsheet	Excel
Import into a database or data pipeline	CSV or JSON
Send a polished report to a client	PDF or DOCX
Archive the complete extraction with full metadata	JSON
Create an editable report with firm branding	DOCX
Share a quick summary with a colleague	PDF

Exporting filtered results

If you have applied filters in Table view, you can choose to export only the filtered subset:

1. Apply your desired filters in Table view.
2. Select Export.
3. In the export dialog, choose Export Filtered Results instead of Export All.
4. The downloaded file contains only the documents and answers visible in the current filtered view.

Filtered exports are clearly labeled

Filtered exports include a note in the file header indicating that the data is a subset. This prevents confusion if the file is shared without context.

Next steps

• FAQ -- Answers to common questions about Review Matrix.
• Editing Answers -- Go back and refine answers before exporting.