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Exporting Results
Exporting Results

Mobaro allows you export completed Results through PDFs and Excel files natively in the system as well as through custom API solutions.

Logan Bowlby avatar
Written by Logan Bowlby
Updated over 4 months ago

Overview

Mobaro allows you to export Results via two main channels: PDF or Excel. This guide explains how to export these Results, the different export types available, and some use cases for each type.

Users must be Super Users, be a member of the Results visible to setting on the schedule, or have the following roles to export results:

  • Results: View


Export as a PDF

To export a Mobaro-generated PDF report, follow these steps:

  1. Go to Results

  2. Select the Report you want to export

  3. Click Export

  4. Select any Export as PDF option

Note: You are currently limited to exporting up to 5 PDFs at a time. To process more than that, consider setting up a Result Report Notification Rule to automatically send PDF versions of requested Results to your mailbox.


Exporting to Excel

When exporting to Excel, you have multiple options:

  • Export result summary

  • Export results as Excel document

  • Export results as aggregated Excel document

  • Export results as Excel Power Query Dashboard

  • Export text questions to Excel

Export results as an Excel document

This export type is beneficial for exporting details from a range of submitted Checklists in a format that is easy to manually review, with each Checklist split into individual worksheets.

Only answered questions are exported on a per-line basis. Each answer includes:

  • Name of the page where the question was answered

  • Type of question

  • Text of the question

  • Scoring details

  • Question Categories

  • Text of the selected answer(s)

  • Associated comments

  • Number of media files

  • Master data such as assignee, deadline, priority, etc., on assignments associated with questions

To export Results as an Excel document, follow these steps:

  1. Go to Results

  2. Select the Report you want to export

  3. Click Export

  4. Click Export results as Excel document

Export Results as Aggregated Excel Document

This option combines selected Results into a single Excel worksheet.

Features:

  • Generates one list of all possible answer options from the exported Checklists.

  • Indicates which answers were selected by the user.

  • Similar to the "Excel Document" export but without detailed assignment information.

  • Checklists questions and answer options are presented in a pseudo-checklist form with questions listed vertically and individual Results included horizontally.

Note: This format is limited to exporting Results from the same Checklist. If Results belong to different Checklists, this option is not available.

Tip: Use the Checklist filter to ensure you only have the same Checklist selected for easier exporting.

Red Indicators:

Questions or answer options marked with a red background indicate changes over time, such as:

  • Questions/ answer options not added at the time of completion.

  • Questions/ answer options that have since been removed from the Checklist.


Export Results as Power Query Dashboard

The data in this export is similar to the Excel Document export but formatted differently. Columns are fixed in a tabular form and include:

  • Result ID

  • Language of the completed Checklist

  • Time of answers in both local and UTC format

  • Scoring details

  • Location data

  • User details

  • Answer details (page, Checklist, question, and answer data)

  • Timestamps for each selected answer in both local and UTC format

  • Comments associated with each question

  • Data on assignments created from the exported Results

  • Data on attachments added to the exported Results

Each row indicates a provided answer, with multiple answers to a single question each getting their own row.

Additional Features:

  • Includes worksheets set up as dashboards.

  • Utilizes Excel's advanced data features.

Prerequisites for Exporting to Raw Excel Exports

System Requirements:

  • Power Query is only supported on Microsoft Windows. Office for Mac is not supported.

  • Excel 2016 and newer versions have Power Query integrated.

  • For Excel 2013 and 2010, Power Query must be installed separately.

Excel Warnings:

  • Protected View: Enable editing to use the raw export correctly.

  • Security Warning: Enable content for External Data Connections.

Loading the Data

To use the integrated reporting features in the Excel Dashboard, reload it with the exported data:

  1. Click the Data tab in Excel.

  2. Press Reload All. This might take a while depending on the amount of data.

reloaddata.gif

Tip: Unless you are manually editing the data in the data worksheet, you only need to do this one time.

Using Filters

Worksheets:

  • Report worksheets are marked in green.

  • Exported data are contained in blue worksheets named "Data", "Comments", and "Assignments".

Each standard dashboard comes with predefined widgets and filters to filter responses.


Exporting Results Using the API

In addition to exporting Results as PDFs or Excel documents, Mobaro provides an API endpoint for exporting information externally. This allows for greater flexibility and integration with other systems.

Using the Result Endpoint

The Result endpoint in the Mobaro API enables you to programmatically access and export checklist results. This can be particularly useful for automating data exports or integrating Mobaro data with other platforms.

Steps to Use the Result Endpoint

Authentication

Ensure you have the necessary API keys and authentication tokens.

API Request

Send a GET request to the Result endpoint:

GET https://app.mobaro.com/api/customers/results

Include parameters to filter and specify the data you need (e.g., date range, specific checklists, etc.).

Handle the Response:

  • The response will include the requested checklist results in JSON format.

  • Parse the JSON response to extract the required data.

Example API Request

curl -X GET "https://app.mobaro.com/api/customers/results?startDate=2025-01-01&endDate=2025-01-31"
-H "x-api-key: YOUR_API_KEY"

Standard Connections

The API can be integrated with various platforms and tools, including:

Data Warehousing Solutions:

  • Export data to data warehouses like Amazon Redshift, Google BigQuery, or Snowflake for advanced analytics and reporting.

Business Intelligence Tools:

  • Integrate with BI tools such as Tableau, Power BI, or Looker to create dashboards and visualizations.

Custom Applications:

  • Develop custom applications or internal tools that require access to Mobaro data for various operational purposes.

Tip: For detailed API documentation and additional information, refer to the Mobaro API Documentation.

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