Overview
You can take Results out of Mobaro in the shape your reporting needs: a PDF to share with an auditor or manager, an Excel file to analyse, or an API pull that feeds another system automatically. This article covers each export, when to use it, and how to export many Results at once.
At a glance |
|
Who can do this | Super Users, or anyone who can see the Results: a Role with Results › View, or a Reviewer or Assignee allowed by the Schedule's Results visible to setting |
Where | Results › select Results › Export result(s) |
Works on | Backend (web); Public API |
Availability | All organizations. Public API access is enabled per organization — ask your CSM |
💡 Why this matters: The right format saves hours of clean-up. A PDF suits an auditor or a one-off share; an aggregated Excel compares the same Checklist across many Results; the Power Query Dashboard supports analysis you refresh; and the API feeds Results into another system without anyone clicking Export.
Choose an export
Every export starts in Results. Use the filters (Time range, Locations, Checklists, Score and more) to narrow the list, tick the Results you want, then open the Export result(s) menu in the toolbar.
Export | Format | Best for |
Export Detailed Report as PDF (or a Report Template as PDF) | PDF; a ZIP for more than one | Sharing a readable report. Up to 20 Results at a time. |
Export results as Excel document | Excel, one sheet per Checklist | Reviewing answers across a range of Results |
Export results as aggregated Excel document | Excel, one sheet | Comparing Results of the same Checklist side by side |
Export results as Excel PowerQuery Dashboard | Excel with dashboards | Repeatable analysis you reload with new data |
Export result summary | Excel | An overview of all Results in a period, without answers |
Export text questions to excel | Excel | Reviewing free-text answers on their own |
API | JSON | Automated exports into a data warehouse, BI tool or app |
Export Results as PDF
A PDF export produces a Mobaro report that mirrors what was completed in the app. Choose Export Detailed Report as PDF for the full report, or Export <template> as PDF to apply one of your Report Templates — for example to hide full-score questions or images. See Creating and using Report Templates.
Go to Results.
Tick up to 20 Results.
Open Export result(s) and choose a PDF option.
For one Result, the PDF downloads. For more than one, the Export PDF reports dialog builds a ZIP with one PDF per Result: click Start export and keep the window open until Your ZIP is ready.
You can also open a single Result and click Download PDF in the report.
ℹ️ Note: You can export at most 20 Results as PDF at a time; above that Mobaro shows "Maximum 20 results can be exported at a time". Large ZIPs can take a few minutes. To send PDFs automatically, set up a Result Report notification rule.
Export an Excel document
Export results as Excel document puts each Checklist on its own worksheet, one line per answered question. Each line includes the page, question type and text, scoring, Question Categories, the selected answers, comments, the number of media files, and details of Assignments created from the question (assignee, deadline, priority).
Export an aggregated Excel document
Export results as aggregated Excel document combines the selected Results in one worksheet: questions run down the side and each Result is a column, with every possible answer option listed and the chosen ones marked. It has no Assignment details. Questions or answer options with a red background changed over time — they were added after a Result was completed, or have since been removed.
⚠️ Heads-up: The aggregated export is only available when every selected Result is from the same Checklist. Use the Checklists filter to select Results from one Checklist first.
Export a Power Query Dashboard
Export results as Excel PowerQuery Dashboard gives the same kind of data in fixed columns, plus ready-made dashboards. Each row is one answer, with the Result ID, Checklist language, answer times in local time and UTC, scoring, Location, User, comments, Assignments and attachments.
When you open the file, enable editing and content (it uses external data connections), then click Data › Refresh All in Excel. Report worksheets are green; the data is in the blue Data, Comments and Assignments worksheets. Power Query needs Excel for Windows (built in from Excel 2016; Excel 2010 and 2013 need it installed separately) — Office for Mac isn't supported.
Export a summary or text answers
Export result summary exports every Result in a period you choose, in a time zone you choose, as a high-level list without answers — you don't need to select Results first. Export text questions to excel pulls the free-text answers of the selected Results into their own file.
Export Results automatically
For recurring exports, pull Results as JSON with the Mobaro API and feed them into a data warehouse, Power BI, Tableau or your own app. See Pulling Results via the API, or start with Getting started with the Mobaro API. Without code, the Power Automate connector can move Results into Excel, SharePoint and other systems — see How to schedule daily exports from Mobaro using Power Automate.
Best practices
Filter before you export — smaller files are faster and easier to read.
Apply a Report Template when a PDF is for a specific audience, such as an action report with only the questions that need follow-up.
Use a Result Report notification rule, the API or Power Automate for anything you export on a schedule.
Frequently asked questions
How do I print or save a single checklist result as a PDF?
Open the Result in Results and click Download PDF, or tick it and choose Export result(s) › Export Detailed Report as PDF. Print the PDF from your PDF viewer.
Can I export lots of results at once, for example a whole year?
Yes. Excel exports work on all the Results you select; the Results time range covers up to 12 months at a time. PDFs are limited to 20 per export, delivered as a ZIP. For larger or regular exports, use the Results API.
Can a completed checklist be emailed to someone automatically?
Yes. Set up a Result Report notification rule to email a PDF report of matching Results to the responsible user, the reviewers, the Location, or User Groups in BCC — see How to set up a result report.
Can I pull results into another system automatically?
Yes. Use the Mobaro API to pull Results as JSON on a schedule, or the Power Automate connector if you don't want to write code. See Pulling Results via the API.