The TAB report is the one document that shows an HVAC system was measured, not just installed. Inspectors ask for it, engineers compare it with the design, and owners keep it as a baseline. This guide covers what it contains, who uses it and how to review one.
What a report contains
| Section | What it shows |
|---|---|
| Summary | Systems tested, dates, standard followed and a statement of results |
| Airflow by outlet | Design and measured airflow for each diffuser, grille or register |
| Fan and motor data | RPM, amperage, voltage and fan static pressures |
| System pressures | Static pressure across filters, coils and in ducts |
| Outdoor air | Measured quantity at minimum and as required |
| Temperatures | Supply, return and mixed air, where recorded |
| Deficiencies | Problems found, who must fix them and the recheck result |
| Instruments | Instruments used, with calibration dates |
See the essential components of an air balance report.
Who uses the report and how
- Inspectors check that the system was tested and meets requirements before occupancy. See what inspectors look for.
- Engineers compare it with the design and look for gaps.
- Owners keep it as the baseline for maintenance and later testing.
- Contractors use it to show what was delivered.
- Technicians use the numbers to troubleshoot.
How to review a report
- Confirm every system and outlet in the drawings appears.
- Check measured airflow against design, and look at the tolerance in the specification.
- Look at fan data and static pressures for signs of a restriction or an overloaded motor.
- Check outdoor air against the design requirement.
- Read the deficiency list and confirm each item has an owner and a recheck.
- Check the instrument calibration dates and the supervisor’s credentials.
Common flaws
- Outlets missing, or listed without design values.
- No outdoor air measurement.
- Deficiencies listed but never rechecked.
- Measured values copied from design, which is a red flag if every number matches exactly.
- No calibration information.
Keep it, and keep using it
File the report where maintenance staff can find it, and compare later readings with it. A fan that now draws more amps than the report shows, or a filter bank whose pressure drop has doubled, tells you something changed. See why to document HVAC testing and how to document maintenance.
Common mistakes
- Filing the report and forgetting it. It is useful only if people use it.
- Accepting a summary without data. Ask for outlet-level numbers.
- Not asking for a recheck after repairs. The record is incomplete without it.
Questions owners ask about TAB reports
How long should we keep it?
For the life of the system at least, and keep a copy with the building’s permanent records.
What if the report shows problems?
The responsible contractor fixes them, and the balancer rechecks. Get the revised report.
When do we need a new one?
After major changes, and on a regular cycle so the baseline stays current.
To get a clear, complete TAB report for your project, call Ghazi Hussain at (908) 323-9780 for a quote.
