Exports

The Exports tab produces every deliverable for a staff list. Each is generated in the browser from the staff list's summary and rescored rows, in the Davies brand or, when the client has one, co-branded or in the client's own brand (see Brand). The server never renders documents, and nothing leaves the platform except the file we download.

Every export is recorded in the audit trail (Exported, with its format, deliverable and brand). None contains names or emails; the only deliverable that can is the Copilot allocation workbook on the Rollout plan tab.

The Exports tab. The report's sections can be ticked on and off before downloading.

Brand

The Brand card at the top of the tab decides how every HTML report, PowerPoint deck and Excel workbook made there looks. CSV files carry no styling.

Choice	What the deliverable shows
Davies	Davies colours, Calibri and the Davies logo. The Davies logo tick box on the report card can leave the logo off a report.
Co-branded with the client	The client's colours, font and logo lead. The Davies logo and Prepared by Davies appear on the cover, and the Davies logo sits in each slide's footer.
The client's brand	The client's colours, font and logo throughout. Davies appears only in a Prepared by Davies credit.

The client options are available once the client has a brand (see Client brand); until then the card says so and links to the engagement's Settings tab. We remember the choice for each engagement in this browser, and the Rollout plan tab's Brand list shares it.

Layouts, provenance badges, AI labels and figures are the same in every brand: only colours, font and logos change. Excel workbooks show the client's logo at the top right of their first sheet; Davies workbooks have no logo.

At a glance

Deliverable	Format	Needs row-level data	Where
Workforce AI impact report	HTML (self-contained), print to PDF, Markdown	Only for the interactive explorer	Exports
Workforce AI impact deck	PowerPoint	No	Exports
Finance workbook	Excel with live formulas	Yes	Exports
Copilot business case	HTML	Yes	Exports
Summary CSV	CSV	No	Exports
Row-level CSV	CSV	Yes	Explorer
Copilot allocation workbook	Excel	Yes	Rollout plan
Copilot deployment deck	PowerPoint	Yes	Rollout plan

"Needs row-level data" means the export is unavailable once the engagement's personal data has been purged (Needs row-level data, which has been purged.).

Workforce AI impact report

A self-contained HTML report with a presentation mode and a Markdown download — opens in any browser, no server needed.

Options:

• Title: Workforce AI impact report by default.
• Interactive: Adds the role explorer (IDs, roles and costs — no names) and deck mode. Unavailable after a purge.
• Davies logo: include the white logo on the cover.
• Sections: tick the sections to include: Summary, Workforce, Businesses, Cost by role, Scenarios, Top roles, Roles, Organisation, Benchmarks, Value chain, Adoption, Reinvestment, Investment, Offshore, Explorer, Next steps.

Actions:

Button	What it does
Download HTML	Saves one .html file that opens offline and can be emailed.
Preview	Opens the report in a new browser tab.
Print / PDF	Opens the browser's print dialog; choose Save as PDF. The interactive explorer is left out of print.

Inside the downloaded report, floating buttons offer Markdown (a Markdown copy of the text), Present (presentation mode) and PDF (print). In presentation mode, use the arrow keys or space to move between slides, the drop-down to jump, and Escape or Exit to leave.

The report reads well on a phone too: wide tables scroll sideways rather than squeezing, and the floating buttons don't cover the text.

Your own wording

The engagement lead can add the engagement's own wording on the engagement's Settings tab, under Report wording. It is added around the figures and never changes them.

The Report wording card, filled in as an example. Nothing here is saved until the lead chooses Save wording.

Wording	Where it appears
Executive summary: value concentration	Replaces the summary's Where the value concentrates point (or an AI-written Value concentration point). If the summary has no such point, it is added at the end.
A paragraph at the end of a section	Under the section's other notes, in the same style, in the HTML report and its Markdown. In the deck, it is a slide straight after the section's slide. Sections the deck has no slide for (Businesses, Roles, Benchmarks, Reinvestment, Explorer) appear in the report only. Separate paragraphs with a blank line.
Word swaps	Every use of the first wording becomes the second, in the text of the report, its Markdown and the deck. Capitals matter. For example, Workforce cost becomes Cost to serve. Tags, attributes and scripts are never touched.

Only the lead can change it, while the engagement is active. Changes are recorded in the audit trail without copying the wording into it.

The report includes the executive summary (the AI-written one if it exists, otherwise the rule-based one, labelled either way), the value chain (including an AI map when there is one) and a full methodology and sources section.

Sending the report through Teams or Outlook

Teams and Outlook preview HTML attachments in a sandbox without scripts. The report detects this and asks the reader to download the file and open it in a browser, where the interactive parts work.

Spans and layers report

Every manager's span and layer, the layers and groupings they sit in, what managers cost today, and how far disconnected managers in the source data could move the figures. Anonymised: IDs and roles only. It needs the staff list's rows, so it is unavailable after a purge.

Options: a Title, and Interactive, which adds a filterable list of every manager and presentation mode. Buttons: Download spans report (HTML), Preview spans report, Print spans report / PDF and Download manager list (CSV).

The Spans and layers report card on Exports.

Section	What it shows
Summary	People, managers, average and median span, layers, narrow and wide spans, and how to read them.
Data quality	How many people connect to a manager in the list, and how many name a manager who isn't in it (disconnected managers), with the missing managers and their reports. Then how far the figures could move if each missing manager were added back, and what that means for the findings.
Spans	Managers and direct reports by band, and the narrow and wide counts.
Layers	People, managers, average span and average employer cost at each layer.
By group	The same by business, division and department, where the staff list has them.
Cost	What managers, narrow-span managers and one-report managers cost today. It is a cost, not a saving.
Managers	Every manager with layer, direct reports, team size and employer cost, filterable by narrow, one report, wide, layer and business.
Methodology	Every figure's basis and sources.

The Summary, with the warning that some people name a manager who isn't in the list.

Data quality: the missing managers, and how far the figures could move if each were added back.

The interactive Manager list. The CSV holds every manager.

Every section ends with the basis of its figures (Derived from the client's reporting lines, or an Assumption for the narrow and wide thresholds) and the sources behind it, and points to the full Methodology & sources section.

Disconnected managers

A manager who is named but missing from the staff list leaves their reports looking like top-level people. That understates layers and the number of managers. A manager's span counts only the reports who are in the list, so narrow spans can also be overstated where reports were left out of the file (leavers, for example). The report quantifies the first of these, and says plainly that where missing managers really sit is unknown, so its adjusted layers are a minimum.

The manager list (CSV) has one row per manager (employee ID, job title, business, division, department, location, layer, direct reports, team size, employer cost and whether the span is narrow or wide). It never contains names.

Workforce AI impact deck

A branded PowerPoint: headline, scenarios, where the capacity sits, value chain, adoption, investment, organisation and sources. Download PowerPoint.

The deck uses the Davies master: the white logo on a teal title slide, Calibri throughout and brand-ordered chart series. It includes the AI executive summary when there is one. Its value-chain slide uses the rule-based lens, not an AI map.

Finance workbook

Ten sheets with live formulas: change a rate on the Assumptions sheet and every saving recalculates. Exact to the figures here. Download Excel.

Sheet	Contents
Raw Data	Every person (by employee ID, never name), with classification, exposure, salary and employer cost, then their saving as a cost multiplier, FTE, FTE saved and any extra groupings.
Assumptions	Scenario rates and the employer-cost multiplier. The highlighted cells are the only editable ones.
By Role Category	Cost and modelled savings by role category.
By Business	Cost and modelled savings by business or root division.
By Division, By Department, By (a grouping)	The same, with FTE saved, for each of these the staff list has: division, department and each extra grouping such as an IFA firm. Each adds up to the same total.
By Role	Cost and savings by role.
SOC Mapping	How each role maps to occupations and salaries.
Scenario Comparison	The three scenarios side by side.
Projection	The adoption S-curve over time.
Locations & GCC	Headcount and cost by location, and the offshore view.
Methodology & Sources	How every figure is derived, and its sources.

Every saving is a live formula that traces back to the Assumptions sheet. Change a scenario rate or the employer-cost multiplier there and the workbook recalculates, so a client's finance team can test their own assumptions. With the saved assumptions, its figures match the platform exactly.

Group totals match names exactly, so groups whose names differ only in capitals (Sales and SALES) or contain spreadsheet wildcards such as * are totalled separately rather than double-counted, as in the app. The Locations & GCC sheet quotes the reference data's offshore threshold and the location factor people were priced at.

Copilot business case

Fit tiers, benefit against licence cost and where licences land first — optionally with a saved rollout plan's waves by tenant.

• Include a rollout plan: choose a saved plan, or No plan — default assumptions.
• Download HTML. Disabled once the personal data has been purged (it needs row-level data).

With a plan, the report uses the plan's saved Copilot assumptions and adds its waves by tenant. Without one, it uses the reference data defaults (not whatever was last tried on the Copilot case tab). It includes an interactive role explorer by employee ID.

Data extracts

Summary rollups and scenarios (with the workforce cost and number of role categories) as CSV. Row-level extracts are on the Explorer tab. Summary CSV contains:

• headcount, employer cost and average automation and augmentation by role category, business, division and tenant;
• the three scenarios with their realisation rates, gross saving, share of cost and FTE-equivalent.

CSV cells that a spreadsheet would treat as a formula are neutralised.

Provenance in every deliverable

Every report and workbook ends with a methodology and sources section generated from the same provenance data as the app's badges, for the reference data version the staff list uses. See Provenance and methodology.

Step by step: Prepare a client pack.