Exporting Data

Export drawings, results, and reports from ErgoPlanner

Export Overview

ErgoPlanner supports multiple export formats for different purposes:

Content	Formats	Purpose
Drawings	PDF, DXF, PNG, SVG	Documentation, CAD
Results	CSV, Excel, JSON	Analysis, reporting
Reports	PDF, Word	Formal documentation
Project	.ergo, JSON	Backup, sharing

Exporting Drawings

PDF Export

High-quality vector export for documentation:

1. Go to File > Export > PDF
2. Configure options:
   • Page Size: A4, A3, Letter, Custom
   • Orientation: Portrait, Landscape
   • Scale: Fit to page, 1:100, etc.
   • Include: Legend, title block, notes
3. Click Export

DXF Export (CAD)

For import into AutoCAD or other CAD software:

1. Go to File > Export > DXF
2. Select DXF version (R2013 recommended)
3. Configure layer mapping:
   • Process units → EQUIPMENT layer
   • Connections → PIPING layer
   • Text → ANNOTATION layer
4. Set scale factor
5. Click Export

From the Draw page: open Tools > Export to PDF…, choose the DXF card, set the paper size, scale, title block and frame, then click Export DXF. You get one .dxf file with every element and connection in the drawing. With a sheet open, the Current drawing scope exports just that sheet, and Export all drawings exports every sheet together as one multi-sheet .dxf file. If a sheet cannot be exported on its own, the whole drawing is exported and the dialog says so. The whole-drawing export also works for drawings with no sheet views set up, such as the sample drawing. If the export fails, the dialog shows the reason.

Image Export

PNG or SVG for presentations:

Format	Use Case
PNG	Presentations, web
SVG	Scalable graphics

Options:

• Resolution: 150-600 DPI
• Background: Transparent or white
• Scale: 1x, 2x, 4x

Exporting Results

CSV Export

Comma-separated values for spreadsheets:

Stream,Flow_m3d,TSS_mgL,COD_mgL,BOD_mgL,TN_mgL,TP_mgL
Influent,10000,250,500,250,45,8
Primary_Eff,10000,100,350,175,45,8
Secondary_Eff,9800,12,50,10,12,2

Excel Export

Formatted spreadsheet with multiple sheets:

Sheet	Content
Summary	Key results overview
Mass Balance	Full mass balance table
Streams	All stream data
Units	Unit performance
Energy	Power consumption

JSON Export

Machine-readable format:

{
  "simulation": {
    "type": "steady-state",
    "converged": true,
    "iterations": 45
  },
  "streams": [
    {
      "id": "S001",
      "name": "Influent",
      "flow": 10000,
      "composition": {
        "TSS": 250,
        "COD": 500
      }
    }
  ]
}

Report Generation

Standard Reports

Pre-formatted reports available:

Report	Content
Design Summary	Complete plant design
Mass Balance	Material tracking
Equipment List	All units with specs
Compliance	vs. discharge limits
Energy	Power analysis
Carbon Footprint	GHG emissions

Generating a Report

1. Go to File > Generate Report
2. Select report type
3. Configure options:
   • Title and project info
   • Sections to include
   • Appendices
4. Preview report
5. Export as PDF or Word

Custom Reports

Create templates for repeated use:

1. Go to Reports > Template Manager
2. Click New Template
3. Design layout:
   • Add sections
   • Insert data fields
   • Format styling
4. Save template
5. Generate report from template

Equipment Schedules

Export equipment data for procurement:

Column	Content
Tag	Equipment identifier
Description	Equipment type
Quantity	Number of units
Capacity	Design capacity
Power	Electrical requirement
Material	Construction material

Export Options

• CSV: For spreadsheet import
• Excel: Formatted with headers
• PDF: For documents

Batch Export

Export multiple items at once:

1. Go to File > Batch Export
2. Select items to export:
   • [ ] Main PFD as PDF
   • [ ] Results as Excel
   • [ ] Equipment list as CSV
   • [ ] Design report as PDF
3. Choose output folder
4. Click Export All

Sharing and Collaboration

Share Link

Generate shareable link:

1. Click Share button
2. Set permissions (View/Edit)
3. Copy link
4. Share with collaborators

Project Package

Export complete project for sharing:

1. File > Export > Project Package
2. Includes:
   • All drawings
   • Simulation results
   • Custom settings
   • Referenced files
3. Creates .ergopkg file

Integration Options

API Export

Programmatic data access:

// Export results via API
const results = await project.exportResults({
  format: 'json',
  include: ['streams', 'units', 'massBalance']
});

Webhook Integration

Automatic export on events:

• Simulation complete → Send results
• Project saved → Backup to cloud
• Report generated → Email notification

Export Settings

Default Settings

Configure in Settings > Export:

Setting	Options
Default PDF size	A4, A3, Letter
Default DXF version	R2013, R2018
Image resolution	150-600 DPI
CSV delimiter	Comma, semicolon, tab

Template Customization

Customize export templates:

• Title block design
• Logo placement
• Color schemes
• Font selections

File Management

Naming Convention

Recommended file names:

ProjectName_Type_Date.extension
Example: Springfield_WWTP_MassBalance_2024-01.xlsx

Organization

Suggested folder structure:

Project/
├── Drawings/
│   ├── PFD_Main.pdf
│   └── PFD_Sludge.pdf
├── Results/
│   ├── MassBalance.xlsx
│   └── Streams.csv
├── Reports/
│   ├── DesignReport.pdf
│   └── Compliance.pdf
└── Backups/
    └── Project_Backup.ergo

Troubleshooting

Issue	Solution
Export fails	Check write permissions
DXF won't open	Try different version
Missing data in CSV	Check column selection
Report formatting wrong	Reset template
Large file size	Reduce image resolution

Best Practices

For Documentation

• Export PDF at high resolution (300+ DPI)
• Include title blocks and legends
• Use consistent naming convention

For Analysis

• Export CSV for custom analysis
• Include units in column headers
• Document calculation assumptions

For Collaboration

• Use project packages for full sharing
• Export view-only PDFs for review
• Keep backups of project files

Next Steps

• Creating Projects - Project management
• Mass Balance - Understand mass balance
• API Reference - Programmatic access