BIMIO Assay | User guide

Overview

Assay is BIMIO's model quality auditor. In a single scan it sweeps the active model and detects the issues a BIM manager reviews before every delivery: accumulated Revit warnings, in-place families, imported CAD, raster images, purgeable content, RVT links that are unloaded, unpinned or hidden in views, unpinned levels and grids, unenclosed, unplaced or duplicate-numbered rooms, views without a template, orphan views, sheets without a title block or with duplicate numbers, manually hidden elements, per-element graphic overrides, overlapping annotation texts, dimensions with faked values and models dumped onto a single workset.

Beyond the list of issues, the same scan builds a complete inventory of the project: every sheet, every view, every model element and every annotation, with its worksharing authorship (who created it, who last modified it and who currently owns it). Everything is summarised in a health score from 0 to 100 with a grade from A to F.

Assay only detects: it never modifies the model. You can navigate from each finding to the element in Revit to fix it yourself, and export the results to a self-contained HTML report (it works without internet access) or the list of issues to a CSV ready for Excel.

See a real report

See the real output

This is an actual HTML report Assay exports — self-contained, works offline, shareable as one file. Scroll it right here, or open it full-screen.

Open full report

Who it's for

BIM managers and coordinators who audit models before a delivery or a coordination exchange, and architects or modellers who want to locate and fix the quality issues in their own model.

Requirements

Revit 2022, 2023, 2024, 2025 or 2026 with the BIMIO suite installed.
An open project document (the scan runs on the active model).
To see authorship (Author, Last modified by, Owner) in the inventory, the model must be workshared (worksharing enabled); in non-workshared models those columns show N/A.
Purgeable content detection is only available in Revit 2024 or later.

Where to find it

BIMIO tab→QA / QC panel→Assay button

You can leave the window open while you work in Revit (it is modeless). If you click the button again, the same window is reused instead of opening another one.

The last scan is kept for the whole Revit session: if you close the window and reopen it on the same model, the results are restored instantly — you do not have to scan again. Opening it on a different model shows the welcome state instead (results are never shown against the wrong model).

The window centres over Revit and minimises and restores together with it.

Key concepts 13 terms

Scan: A full run of the audit: nine model health checks plus the inventory, all in a single read-only pass. The result replaces that of the previous scan.

Issue: Each individual finding of the audit: a manually hidden element, a fake dimension, an unpinned link, a Revit warning type, and so on. Each issue has a severity, area, kind, detail and a fix recommendation.

Severity: How serious the finding is, on four levels: Critical (almost certainly hides incorrect data, for example a dimension with manual text), Error (a clear integrity problem), Warning (worth reviewing) and Info (an informational note, often intentional).

Area: Thematic grouping of the issue: Graphics, Annotations, Links, Visibility, ModelHealth, Content, Coordination and Standards. It helps you see where the findings are concentrated, and you can filter by it with the All areas selector.

Kind: The specific type of finding (HiddenInView, FakeDimension, RogueLink, ModelWarning, InPlaceFamily, DuplicateSheetNumber, etc.). You can filter by kind with the All kinds selector in the filter row.

Inventory: An exhaustive listing of what the project contains: sheets, views, model elements and annotations, each with its category and its worksharing authorship. It does not flag problems: it catalogues.

Placed view: A view placed on at least one sheet. The per-view sweeps (annotation text overlaps, hidden elements, overrides, fake dimensions, hidden links) only visit placed views: they are the ones that get printed and therefore the ones that matter for the delivery.

Orphan view: A view that is not placed on any sheet. In the inventory it is marked with Yes in the Orphan column, and the Orphans only chip keeps just those; it is usually a working view, not necessarily a defect.

Fake dimension: A dimension whose visible value is manual text (Value Override) instead of the real measurement. Assay shows what the dimension says and what it actually measures, and flags it as Critical. Chained dimensions are checked segment by segment.

Annotation text overlap: Two annotation texts printed on top of each other, which makes the sheet unreadable. Assay compares only the text bodies — a leader line or a witness line crossing something is normal drafting and never counts as an overlap.

Model health score: A number from 0 to 100 with a grade from A to F. It starts at 100 and subtracts capped, severity-weighted penalties: Critical findings weigh more than Errors, Warnings are softened with a square-root curve and KPIs in Poor or Watch status subtract a little more. Info does not penalise.

Health metrics: Quantitative KPIs of the model (number of Revit warnings, in-place families, imported CAD, raster images, links, unpinned datums, sheets, etc.) with a Good, Watch or Poor traffic light. They are included in the HTML report.

AI warning triage: Optional: when a BIMIO Synapse AI provider is configured and ready, the scan ends by re-ranking the model's Revit warning types (critical, soon or ignorable), adjusting their severity and prefixing the reasoning to the recommendation. The footer then shows AI triage applied. Without a provider the step is silently skipped and the deterministic severities stand.

The interface

The window (titled BIMIO · Assay) is a single column, top to bottom: a header with the project name, the date of the last scan and a health badge; a row of five clickable KPI cards (CRITICAL, ERROR, WARNING, INFO and INVENTORY); a toolbar with the Issues / Inventory selector and the search box; a filter row of chips and drop-downs that changes with the active tab; the results table; and a footer with the navigation and export actions plus a status line.

Before the first scan the table area shows a welcome state (Audit this model) with its own Scan model button. While a scan runs, the same area shows the progress inline — current phase, a progress bar, the percentage and a Cancel button — so there is no separate pop-up window. The KPI cards are clickable: clicking a severity card isolates that severity in the table (and clicking it again restores all of them), and clicking INVENTORY switches to the Inventory tab. Each tab remembers its own search text and filters, so you can switch back and forth without losing the state of either.

Assay's main window after a scan: header with the health badge, five KPI cards, the Issues / Inventory selector with the search box, the severity chips and filter drop-downs, and the issues table with coloured severity capsules.

HeaderShows the Assay title, the project name and the date and time of the last scan with the number of views visited. On the right, the health badge: a traffic-light dot (green for 80 or more, amber for 60 to 79, red below 60) and the score as NN / 100 · model health.

KPI cardsFive counters: CRITICAL, ERROR, WARNING and INFO (number of issues per severity) and INVENTORY (catalogued items). The first four filter the table when clicked (solo mode; click again to restore); the fifth opens the Inventory tab. Each card explains itself in a tooltip.

Issues / Inventory selectorA two-position segmented control in the toolbar; the active side is filled blue. Issues shows the findings table with its filter row; Inventory shows the project catalogue with its own.

Search boxNext to the selector, with the hint Search view, element, detail, id… and the count of visible rows inside its right edge. Case-insensitive; each tab remembers its own text. In Issues it searches severity, kind, view, element, detail and ID, plus the finding title and the element's Revit category (the Area and Recommendation columns are not searched). In Inventory it searches kind, name, category, authors and ID.

Filter row (Issues tab)Four severity chips — Critical, Error, Warning and Info, each with its colour dot and its count — that toggle that severity on or off, followed by three drop-downs: All areas, All kinds and All views, each listing the values present in the scan with their counts. Pick a value to keep only its rows, or the All entry to clear that facet. Clear filters resets the whole row, including the search.

Filter row (Inventory tab)Four kind chips (Annotation, Model, Sheet, View, each with its count), four drop-downs (All categories, All authors, All editors, All owners) and the Orphans only chip, which keeps only the views not placed on any sheet. Clear filters resets everything. To narrow by family or type, use the search box.

Issues tableColumns: Severity (coloured capsule), Area, Kind, View, Element, Detail, Recommendation, Count and ID. You can sort by any column, and resize and reorder columns. Double-clicking a row selects the element in Revit and zooms to it. The context menu (right-click, only in this table) offers Select in Revit, Zoom to and Copy element ID.

Inventory tableColumns: Kind, Name, Category, Author, Last modified, Owner, Orphan and ID. Double-clicking a view or sheet opens it in Revit; double-clicking any other element selects it and zooms to it.

Welcome and empty statesBefore the first scan the table area shows Audit this model with a summary of what the scan covers, a reminder that it is read-only and a Scan model button. If the filters exclude every row after a scan, the table shows No rows match the current filters with an inline Clear filters action.

Inline scan progressWhile scanning, the table area is replaced by the progress: the current phase (scanner name and step), a slim progress bar, the percentage and a Cancel button. It disappears on its own when the scan finishes.

Footer — navigation and statusOn the left, Select in Revit selects in the model the elements of the rows highlighted in the active table and Zoom to frames the first of them (views and sheets are skipped because Revit does not allow adding them to the selection set). Next to them, the status line: how many findings and inventory items the scan produced, plus AI triage applied when a Synapse provider re-ranked the warnings.

Footer — actionsOn the right, Export CSV (enabled when there are issues), Export HTML (enabled when there are issues or inventory) and Scan, the primary button that starts or repeats the audit.

Step-by-step workflows 7 workflows

Tick each step as you go — your progress is saved in this browser, so you can pick up where you left off.

1

Run the model audit

5 steps

Goal. Scan the active model and obtain the list of issues, the inventory and the health score.

Open the model you want to audit in Revit and go to the BIMIO tab.
Click the Assay button in the QA / QC panel.The BIMIO · Assay window opens. The first time it shows the Audit this model welcome state; if it was already open, it comes back to the foreground with the results of the previous scan.
Click Scan (blue button, bottom right) or Scan model in the welcome state.The table area switches to the inline progress: current phase, progress bar and percentage. The quick model health checks run first and the view-by-view sweeps (annotation text overlaps, graphics and overrides) last; the inventory closes the pass.
assets/shots/assay/fig-03.pngInline scan progress over the table area with the phase Scanning view 12/48, the bar at 40 per cent and the Cancel button.
Wait for the progress to finish.In large models the per-view sweep and the inventory can take several minutes. You can click Cancel at any time.
Review the header and the KPI cards.The header shows the scan date and how many placed views were visited, and the health badge shows the score as NN / 100 with its traffic-light dot. The cards indicate how many issues there are per severity and how many items the inventory catalogues; the footer status line summarises the totals.
assets/shots/assay/fig-04.pngHeader with the health badge and the five KPI cards with their per-severity counters.

Result. A complete list of issues sorted by severity, the project inventory and a health score from 0 to 100 with a grade from A to F.

The scan is read-only: Assay never touches the model, so you can run it with confidence on a workshared model.
The per-view sweeps only visit views placed on sheets. If a working view does not appear in the results, it is because it is not on any sheet.
If one specific check fails, the rest carry on: you will see an Info row with the text Scanner did not complete instead of losing the whole scan.
The scan is remembered for the session: closing and reopening the window on the same model restores the results without re-scanning, so a long scan is never wasted.
If a BIMIO Synapse AI provider is configured, the scan ends by re-ranking the Revit warnings and the footer shows AI triage applied; without a provider the step is skipped silently.

2

Review and filter the detected issues

6 steps

Goal. Narrow the list of issues to focus on what matters: one severity, one area, one finding kind or a specific view.

Make sure the toolbar selector is set to Issues.
Click a severity KPI card (for example CRITICAL) to isolate that severity.The table shows only those issues and the severity chips update to match. Click the same card again to restore all four severities. You can also toggle the chips directly: each one shows its colour dot and its count.
Narrow by area or by finding kind with the All areas and All kinds drop-downs.Each entry shows its count in brackets. Picking a value keeps only its rows; picking the All entry clears that facet. The drop-downs choose one value at a time.
Narrow by view with the All views drop-down.Project-scope issues (with no associated view, such as Revit warnings) are not affected by this filter.
Use the search box for free-text searches.It searches severity, kind, view, element, detail and ID, and also the finding title and the element's Revit category; the Area and Recommendation columns are not searched. The row counter inside the box indicates how many rows remain visible.
assets/shots/assay/fig-05.pngIssues table isolated to Critical severity with search text applied and the row counter visible in the search box.
Sort the table by clicking any column header, and click Clear filters to start over.A second click on a header reverses the order. You can also resize and reorder columns by dragging them. Clear filters resets the chips, the drop-downs and the search text.

Result. A narrowed view of the issues, ready for triage: each row includes the finding's detail and a specific fix recommendation.

The Issues and Inventory filters are independent: you can switch between the two tabs without losing the state of either.
The Count column groups repeated findings: for example, a Revit warning type that fires 340 times appears as a single row with its count.

3

Locate an issue in the model and fix it

5 steps

Goal. Jump from a table row to the affected element in Revit to fix it.

Double-click the issue's row.Revit selects the element (and its related element, if there is one, as in an overlap between two annotation texts) and zooms to it, opening a suitable view if it is not visible in the current one. Project-scope rows (for example a purgeable count) have no element to jump to.
assets/shots/assay/fig-06.pngRevit with the finding's element selected and framed after the double-click.
To act on several rows at once, select them in the table (Ctrl or Shift + click) and click Select in Revit in the footer.All the elements of the highlighted rows are selected in Revit, ready to pin, move to a workset or fix in bulk.
Click Zoom to if you only want to frame the first of the selected elements.
If you prefer to work with the ID, right-click the row and choose Copy element ID.The Issues table's context menu also offers Select in Revit and Zoom to. Copy element ID copies the IDs of all the selected rows separated by commas, ready to paste into Revit's Manage → Inquiry → Select by ID.
Fix the issue in Revit following the Recommendation column and click Scan again to verify it.The results do not refresh on their own: they are a snapshot of the moment of the scan.

Result. The problem element located and fixed in the model, and a new scan confirming the finding has gone.

If you deleted the element after the scan, double-clicking simply does nothing: Assay ignores IDs that no longer exist instead of raising an error.
Views and sheets cannot be added to the Revit selection; for those, use double-click from the Inventory tab, which opens them directly.

4

Browse the project inventory

6 steps

Goal. Explore everything the model contains (sheets, views, elements and annotations) and find out who created and who modified each item.

Click Inventory in the toolbar selector (or click the INVENTORY card).The table switches to the catalogue and the filter row shows the inventory filters.
assets/shots/assay/fig-07.pngAssay window in the Inventory tab with the four kind chips, the authorship drop-downs and the table of catalogued items.
Choose which kinds to see with the four chips: Annotation, Model, Sheet and View.Each chip shows its count and toggles on or off with a click.
Narrow by category with the All categories drop-down.To narrow by family or type, use the search box: it searches the Name column, which holds Family — Type for model elements.
Filter by authorship with the All authors, All editors and All owners drop-downs.They only have values in workshared models. Author is who created the element, the editor (Last modified) is who last synchronised it and Owner is who currently owns it.
Click the Orphans only chip to keep only the views that are not placed on any sheet.Click it again to include everything back.
Double-click a sheet or a view to open it in Revit, or any other element to select it and zoom to it.

Result. A filterable catalogue of the project with authorship traceability for every sheet, view, element and annotation.

The inventory excludes internal system categories (constraints, automatic sketch dimensions, materials, viewports and the like) so as not to clutter the list.
Filtering by author is the quickest way to answer the classic question of who created all this in the model.

5

Export the HTML report

4 steps

Goal. Generate a self-contained report to share the audit with the team or attach it to a delivery.

With a scan loaded, click Export HTML in the footer.The button is enabled when the scan has found issues or inventory.
Choose a folder and name in the save dialog and click Save.The suggested name is BIMIO_Assay_report.html.
Open the file in any browser.It needs no internet access or auxiliary files: styles, charts and data are embedded in a single HTML file. It works on locked-down corporate networks and can be sent by email.
assets/shots/assay/fig-08.pngAssay HTML report open in a browser: health score ring, severity cards and filterable findings table.
Navigate the report's sections: Overview, Health metrics, Issues and Inventory.Overview includes the score with a narrative, a severity donut, rankings by area and by kind and an area × severity matrix. Issues is a table with search, filters by severity, area and kind, and column sorting; it also highlights the views with the most findings. Inventory only appears if there are catalogued items, with filters by kind, category and author and a checkbox to show orphans only. There is a global search and a light / dark theme toggle in the top bar.

Result. A single HTML file with the whole audit, readable offline in any browser and ready to archive or share.

The report's tables render 600 rows per filter combination: if you see the first 600 notice, narrow with the filters to see the rest.
In huge models the report embeds at most 25,000 inventory rows (it says so honestly as first N of M) so the file size does not balloon.

6

Export the issues to CSV

3 steps

Goal. Take the issues list into Excel or a BIM issue log to assign and track them.

With a scan that has found issues, click Export CSV.The button is only enabled if there is at least one issue (the CSV does not include the inventory).
Choose a folder and name and click Save.The suggested name is BIMIO_Assay_issues.csv.
Open the file in Excel.It is written in UTF-8 with BOM, so accented characters display correctly when you open it directly in Excel. One row per issue with the columns Severity, Category, Kind, View, RevitCategory, Element, Detail, Recommendation, Count, ElementId, RelatedElementId and Author, sorted from most to least severe.

Result. A CSV with every issue from the scan, ready to filter, assign owners and track fixes in Excel.

The ElementId column lets you locate each element in Revit again with Select by ID, even weeks after the scan (provided the element still exists).

7

Cancel a scan and scan again

3 steps

Goal. Interrupt a long scan without closing Revit and repeat the audit when it suits you.

During the scan, click Cancel in the inline progress.Cancellation waits for the current step to finish, so it can take a few seconds; the footer then reads Scan cancelled.
Review the state of the window.A cancelled scan does not load partial results: the table keeps whatever there was from the previous scan, but exporting is no longer available until you complete a new one.
To repeat the audit at any time, click Scan again.Each scan completely replaces the previous one; results do not accumulate.

Result. The scan interrupted cleanly, and the ability to relaunch it when the model is ready.

While a scan is running, the Scan, Select in Revit and Zoom to buttons are disabled to avoid crossed actions.

Options reference 13 options

Option	What it does
Issues / Inventory selector	A segmented control in the toolbar (the active side is filled blue). Each tab keeps its filters and its search text separately.
Severity chips (Issues)	Four chips — Critical, Error, Warning, Info — each with a colour dot and its count. A click toggles that severity; the KPI cards drive the same filter in solo mode.
Issues drop-downs: All areas, All kinds, All views	Each drop-down lists the values present in the scan with their counts. Picking a value keeps only its rows; picking the All entry clears that facet. One value at a time per facet.
Inventory kind chips (Annotation / Model / Sheet / View)	Four chips with counts that switch each inventory item kind on or off.
Inventory drop-downs: All categories, All authors, All editors, All owners	Single-choice drop-downs over the values present in the catalogue. For family or type, use the search box.
Orphans only chip (Inventory)	Keeps only the views that are not placed on any sheet; click again to include everything back.
Clear filters	One per tab, at the end of the filter row (also offered inline when the filters exclude every row). Resets the chips, the drop-downs and the search text of the active tab.
Free-text search	The toolbar box with the hint Search view, element, detail, id… and the live row count inside it. Case-insensitive; each tab remembers its own text. In Issues it does not search the Area or Recommendation columns (it does search the rest, plus the finding title and the Revit category); in Inventory it covers every column except Orphan.
Clickable KPI cards	The severity cards isolate that severity in the table (click again to restore); the INVENTORY card switches to the Inventory tab.
Adjustable tables	Sorting by any column (click the header), and resizable, reorderable columns.
Export CSV	Exports only the issues list (not the inventory) to a UTF-8 CSV with BOM. Available when the scan has found at least one issue.
Export HTML	Exports the full report (summary, metrics, issues and inventory) to a single self-contained HTML file. Available when there are issues or inventory.
HTML report light / dark theme	The exported report includes its own theme toggle in the top bar, plus a global search and its own filters.

What you get out

Self-contained HTML report (BIMIO_Assay_report.html): health score with a narrative, charts by severity, area and kind, an area × severity matrix, KPI metrics with a traffic light, a filterable and sortable findings table, and an inventory table with authorship (up to 25,000 embedded rows). Works offline, with no external resources.
Issues CSV (BIMIO_Assay_issues.csv): one row per finding with severity, area, kind, view, category, element, detail, recommendation, count and IDs, in UTF-8 with BOM for Excel.
On screen: interactive issues and inventory tables, KPI cards and health badge, with direct navigation to the elements in Revit (selection, zoom and opening views).
Element IDs copyable to the clipboard from the Issues table's context menu (comma-separated, ready for Revit's Select by ID).

Pro tips 5 tips

Run Assay before every delivery or coordination exchange: the health score is an easy number to communicate and to compare between milestones.

Start with the CRITICAL and ERROR cards: fake dimensions and imported CAD are the findings that do the most damage in a delivery.

Per-element graphic overrides are flagged as Info because they are often intentional: treat them as an invitation to review, not as an automatic defect.

The Model concentrated on one workset row is the classic model dumped onto Workset1: distributing elements across purposeful worksets improves synchronisation performance.

Assay detects and BIMIO Misc acts: use Assay for the diagnosis and the suite's action tools (or Revit directly) for the fix.

Good to know

The per-view sweeps (annotation text overlaps, manually hidden elements, overrides, fake dimensions, hidden links) only visit views placed on sheets; working views without a sheet are not audited view by view.

Annotation overlap detection compares TEXT BODIES only, in the plane of each view: the exact text rectangle for text notes, the head box for tags (estimated from the tag's text and text size when it has a leader) and an estimated box at each value text for dimensions and spot elevations. Leader lines and witness lines never count as overlaps, and grids and callout heads are not scanned at all. Two dimensions against each other are not compared (they are chained on purpose). Because tag and dimension text boxes are estimates, a near-miss can occasionally be judged the wrong way.

The Area, Kind and View filters (and the inventory drop-downs) choose one value at a time; severity is the only facet with independent per-value toggles. For finer slicing, combine them with the search box or export to CSV and filter in Excel.

The purgeable content count only works in Revit 2024 or later; in 2022 and 2023 that metric does not appear.

Inventory authorship (Author, Last modified by, Owner) requires a workshared model; in models without worksharing it shows N/A, and for elements not yet synchronised, Not Synced.

The workset check only runs in workshared models with at least two user worksets, and warns when a single workset concentrates 60 per cent or more of the elements.

The CSV exports only the issues; the inventory only appears in the HTML report, and that report embeds at most 25,000 inventory rows in very large models.

The HTML report's tables (findings and inventory) show 600 rows per filter combination; you need to narrow the filters to see more.

Results are a snapshot of the moment of the scan: if the model changes, you need to click Scan again. IDs from an old scan that no longer exist are ignored when navigating. The cached scan lives only for the Revit session (it is not saved to disk) and only the most recent one is kept.

Select in Revit and Zoom to do not work with sheets or views (Revit does not allow selecting them); for those, use double-click, which opens them.

After cancelling a scan, the table keeps the previous scan's results but they can no longer be exported: you need to complete a new scan.

AI warning triage only runs when a BIMIO Synapse provider is configured and ready; it re-ranks Revit warning types only (not other findings), and if the call fails the scan's deterministic severities stand.

Assay is strictly read-only: it does not fix, purge or delete anything.

The window's interface is in English (Scan, Export HTML, Issues, Inventory...).

FAQ 11 questions

Does Assay modify the model when it scans?

No. The whole scan is read-only: it opens no transactions, purges nothing and deletes nothing. The suite's doctrine is that inspection tools detect and action tools act. You can run it safely on a workshared model in full production.

If I close the Assay window, do I lose the scan?

No. The last scan is cached for the whole Revit session and keyed to the model it came from. If you close the window and reopen it on the same model, the results, KPI cards and health score come straight back — no re-scan. Reopening it on a different model shows the welcome state instead, so one model's results are never shown against another. Each new scan replaces the cached one; the cache is not written to disk, so it does not survive closing Revit.

Why does a view with obvious problems not appear in the results?

The view-by-view sweeps only visit views placed on at least one sheet, because those are the ones that get printed and delivered. If the view is a working view and is not on any sheet, it is not audited individually (although it does appear in the inventory, marked as orphan).

Why is a dimension line crossing a text not flagged as an overlap?

By design. Overlaps are only flagged between annotation TEXTS: two texts printed on top of each other are unreadable, whereas a leader or a witness line crossing something is everyday drafting. Earlier versions compared whole bounding boxes — leaders included — and drowned the list in false positives; the current detection compares the text bodies only.

Why do the inventory's Author and Owner columns say N/A?

That information comes from Revit's worksharing. If the model is not workshared, there is no authorship to read and Assay shows N/A. In workshared models, an element that has been created but not yet synchronised appears as Not Synced (and its Owner as None (Free)).

What exactly does the health score mean?

It starts at 100 and subtracts capped penalties: each Critical finding subtracts 9 points (up to 45), each Error 3 (up to 30), Warnings subtract along a square-root curve (up to 20) and metrics in Poor or Watch status subtract a little more (up to 10 and 5 respectively). Info findings do not penalise. The grade runs from A (90 or more) to F (below 60). It is a deliberately simple, interpretable model, designed to be quoted at a coordination milestone.

What does AI triage applied in the footer mean?

That a BIMIO Synapse AI provider was configured and, after the deterministic scan, it re-ranked the model's Revit warning types as critical, soon or ignorable. Re-ranked warnings change severity accordingly and their recommendation starts with AI triage and the reasoning. If no provider is configured the step is skipped silently and nothing in the scan depends on it.

Does the HTML report need an internet connection or attached files?

No. It is a single, fully self-contained file: no CDNs, no web fonts and no external images. The charts are SVGs drawn inline and the data is embedded as JSON inside the HTML itself. It looks the same offline and on locked-down corporate networks.

Why is the Export CSV button disabled if the scan finished successfully?

The CSV exports only the issues list, so it is enabled only when the scan has found at least one. If the model came out clean of issues but you want to keep the inventory, use Export HTML, which is also enabled with inventory alone.

Why can I not see the purgeable elements metric?

The API that calculates what Purge Unused would remove only exists from Revit 2024 onwards. In Revit 2022 and 2023 that metric and its associated finding are not generated; the rest of the audit works the same.

I double-clicked a row and nothing happened — is that a bug?

Probably not. There are two normal causes: the row is a project-scope finding with no specific element to jump to (for example a grouped warning type or the purgeable count), or the element was deleted after the scan and Assay ignores IDs that no longer exist. Click Scan again to refresh the results.