Skip to main content

Exporting Results

Export Mobaro Results as PDF or Excel — detailed PDF, Excel document, aggregated Excel, and Power Query dashboard — plus when to use each and how to pull Results programmatically via the API.

Written by Logan Bowlby

Mobaro lets you take Results out of the platform in whatever shape your reporting needs: a polished PDF for sharing, a structured Excel file for analysis, or a programmatic API pull for automated pipelines. This article covers every export option, when to reach for each, and how to export at scale.

Why this matters: The right export format saves hours of cleanup. A PDF is perfect for an auditor or a one-off share; an aggregated Excel is built for comparing the same Checklist across many Results; the Power Query dashboard is built for ongoing analysis that refreshes; and the API is built for feeding Results into another system automatically. Picking the format that matches the job means you spend time on the data, not on reshaping it.

What's covered:

Users must be Super Users, be a member of the Results visible to setting on the Schedule, or have the following Role to export Results:

  • Results: View


Export options at a glance

Every export starts from the same place — select one or more Results in the Results section, then click Export. The option you choose determines the format and level of detail. Before exporting, use the filters on the Results page (Checklist, Location, Time range, Score, and more) to narrow down to exactly the Results you want, which keeps files small and relevant.

Export type

Format

Best for

Detailed / Custom PDF

PDF

Sharing a readable report with an auditor, manager, or external party. Respects Report Templates.

Excel document

Excel (one sheet per Checklist)

Manually reviewing a range of Results, with each Checklist on its own worksheet.

Aggregated Excel

Excel (single sheet)

Comparing many Results of the same Checklist side by side.

Power Query Dashboard

Excel (tabular + dashboards)

Repeatable analysis with filters and pivots that you reload with new data.

Result summary

Excel

A high-level overview of Results without per-question detail.

Text questions

Excel

Pulling free-text answers out for quick review.

API pull

JSON

Automated, recurring exports into a data warehouse, BI tool, or custom app.


Export as a PDF

A PDF export produces a Mobaro-generated report that mirrors what was completed in the app. If a Report Template is applied, the PDF respects it, so you can produce a focused report that hides full-score questions, images, or other content — see Creating and using Report Templates. To export a PDF:

  1. Go to Results

  2. Select the Result(s) you want to export

  3. Click Export

  4. Select an Export as PDF option (Detailed Report, or a specific Report Template)

Note: PDF exports are limited to 5 at a time. To process more than that, set up a Result Report notification rule to automatically send PDF versions of Results to a mailbox.


Export to Excel

Excel exports come in several flavours, each structured for a different kind of analysis.

Excel document

This export splits each Checklist into its own worksheet, making it easy to manually review details across a range of submitted Checklists. 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, and priority on Assignments associated with questions

To export, go to Results, select the Result(s), click Export, then Export results as Excel document.

Aggregated Excel document

This option combines selected Results into a single worksheet, so you can compare them side by side. It:

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

  • Indicates which answers each Result selected

  • Is similar to the Excel document export, but without detailed Assignment information

  • Lays questions out vertically and individual Results horizontally, in a pseudo-checklist form

Questions or answer options with a red background indicate changes over time — for example, questions or answer options that were not present when a Result was completed, or that have since been removed from the Checklist.

Note: This format is limited to Results from the same Checklist — if the selected Results belong to different Checklists, the option is not available. Use the Checklist filter to make sure you only have one Checklist selected before exporting.

Power Query Dashboard

The Power Query Dashboard export contains data similar to the Excel document, but formatted as fixed tabular columns plus ready-made dashboards. Columns include Result ID, Checklist language, answer times in both local and UTC format, scoring details, Location data, User details, answer details (page, Checklist, question, and answer data), comments, and data on Assignments and attachments created from the Results. Each row represents one provided answer — questions with multiple answers get one row each.

Heads-up: Power Query is only supported on Microsoft Windows — Office for Mac is not supported. Excel 2016 and newer have Power Query built in; for Excel 2013 and 2010 it must be installed separately.

Loading the data

When you first open the file, enable editing and content (the file uses External Data Connections), then load the data by clicking the Data tab in Excel and pressing Refresh All. This may take a while depending on the amount of data, but unless you are manually editing the data worksheet you only need to do it once.

Worksheets and filters

Report worksheets are marked in green, and the exported data sits in blue worksheets named Data, Comments, and Assignments. Each standard dashboard comes with predefined widgets and filters for slicing the responses.

reloaddata.gif

Result summary and text questions

Two lighter exports are also available from the Export menu: Export result summary for a high-level overview of the selected Results without per-question detail, and Export text questions to Excel for pulling free-text answers out on their own for quick review.


Exporting Results via the API

For automated or recurring exports, Mobaro's API lets you pull Results programmatically as JSON — ideal for feeding a data warehouse, a BI tool like Power BI or Tableau, or a custom application, without anyone manually clicking Export. For the full walkthrough — authentication, the Results endpoint, filtering, and example requests — see Pulling Results via the API, or start with Getting started with the Mobaro API if the API is new to you.

Tip: If you'd rather not write code, the Power Automate connector can move Results into Excel, SharePoint, or other systems with no scripting.


Frequently asked questions

Q: Why can't I select the aggregated Excel export?
A: That format only works when all selected Results are from the same Checklist. Use the Checklist filter to narrow your selection to one Checklist, then try again.

Q: How do I export more than 5 PDFs at once?
A: PDF exports are capped at 5 at a time in the backend. For larger volumes, set up a Result Report notification rule to email PDF reports automatically.

Q: Can I control what appears in an exported report?
A: Yes — apply a Report Template. Templates let you hide full-score questions, images, comments, the front page, and much more. See Creating and using Report Templates.

Q: What do the red cells in the aggregated export mean?
A: They flag questions or answer options that changed over time — added after a Result was completed, or removed from the Checklist since.

Q: Does Power Query work on a Mac?
A: No. The Power Query Dashboard export requires Microsoft Windows. Office for Mac is not supported.

Q: Can I automate exports on a schedule?
A: Yes — use the API with date filters to pull Results on a recurring basis, or use a Result Report notification rule for automated PDF delivery by email.

Did this answer your question?