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Downloading My Playbook review results

Updated over 3 weeks ago

How to download My Playbook review results

  1. First, run a My Playbook review.

  2. Click [Download] and then select [My Playbooks (Excel format)]. An Excel file (.xlsx) will be generated.

What information is included in the downloaded file

Format: The check results are exported as a .xlsx file.
The contents vary slightly depending on whether it is a Third-Party Playbook or First-Party Playbook review.


Third-Party Playbook review results include:

  • Playbook review summary:

    • File edit page URL

    • User who ran the review

    • Tenant name

    • Date and time of execution

    • File name

  • Contract content / Alert details (Columns A–I):

    • A: Playbook alert status

    • B: Playbook name

    • C: Playbook instructions

    • D: Importance

    • E: Source language

    • F: Rational

    • G: Model language

    • H: Fallback position

    • I: Acceptable fallback language

    • J: Escalations or approvals

    • K: Other

First-Party Playbook review results include:

  • First-Party Playbook review summary:

    • File edit page URL

    • User who ran the review

    • Tenant name

    • Date and time of execution

    • File name

  • Contract content / Alert details (Columns A–K):

    • A: Playbook alert status

    • B: Playbook name

    • C: Article title

    • D: Importance

    • E: Issue title

    • F: Source redline

    • G: Explanations

    • H: Fallback position

    • I: Non-negotiable position

    • J: Escalations or approvals

    • K: Explanatory comments


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