This article explains the different options of exporting reports from Mobaro.
You have different options of exporting reports from Mobaro. The two main types are a PDF or an Excel file.
Export as a PDF
- Go to results tab, mark the checklist you want to export.
- Click the export icon and choose if you want to export a detailed report, action report or you can export a test as PDF. You can also click the view, choose the type of report you want, and click Download PDF.
Export to Excel
When exporting to excel you have different options.
- Export result summary. By defining a start and end date for the export it includes the entire list of results with the attributes listed in the results tab.
- Export results as Excel document.
- Export results as Excel PowerQuery Dashboard.
- Export text questions to excel.
- Export results as an aggregated excel document.
- Export results as a raw excel document.
The thee options of exporting results as an excel document, as an aggregated excel document and as a raw excel document are explained in the following.
Export results as an Excel document
This export type is beneficial if you want to export details from a range of submitted checklists in a format which is easy to manually overview and where each checklist is split up into individual worksheets.
You can choose multiple results and export them at the same time, because each result selected exports to its own worksheet in the Excel workbook.
Only answered questions are exported on a per-line basis in the export. Each answer holds data such as:
- Name of the page where the question was answered
- The type of question
- The text of the question
- Scoring details for the question
- Question categories
- Text of the selected answer(s)
- Associated comments
- Number of media files
- Master data, such as assignee, deadline, priority etc. on assignments which might have been associated with questions
Aggregated Excel document
This option is somewhat similar to the excel document export described above, the difference is that the selected results are combined into a single excel worksheet.
It generates one list of all the possible answer options from the exported checklists and indicates which has been selected when the user completed the checklist. The data present for each result, is similar to the single "Excel Document" export but without the detailed assignment information. The checklist questions and answer options are presented in a pseudo-checklist form where the questions are listed vertically and each individual result is included horizontally.
Note: This format is limited to exporting results from the same checklist. If you select results belonging to different checklists, this option will not be available to you.
If your checklists change over time, this will be indicated by entire questions or answer options marked with a red background color in the export. This indicates questions or answer options which are present in some of the results being exported, but not in the indicated version of the checklist this particular user completed.
Questions in red indicates either:
- The question/answer option was not added at the time of completion.
- The question/answer option was in the checklist at some point but has since been removed.
Raw excel document
The data contained in this export is similar to the data included in the excel document export, but the format is rather different. The columns are fixed, strictly in a tabular form and includes:
- Result ID.
- The language the checklist was completed in.
- The time of the checklist's answers in both local and UTC format.
- Scoring details.
- Location data: Where the checklist was completed.
- User details: Who completed the checklist.
- Answer details, such as page, checklist, question and answer data.
- Timestamps for each selected answer in both local and UTC format.
- Comments associated to each question.
- Data on assignments created from the exported results.
- Data on attachments added to the exported results.
The export only contains data on the answers which were selected - each row in the export indicates a provided answer. In the case of multiple answers to a single question, each selected answer gets its own row in the export.
Besides exporting these data, Excel workbook also comes with a range of worksheets set up as dashboards which build upon the exported data. The reports make use of Excel's more advanced data features and thus come with some extra requirements compared to the other export formats.
Prerequisites for exporting to raw excel exports
The reports are built with Power Query which is only supported on Microsoft Windows. Office for Mac, in any version is therefore not supported.
- Excel 2016 comes with Power Query integrated and should work out of the box. Note: issues have been reported with Excel 2016 Standard versions.
- For Excel 2013 and Excel 2010 you may have to install Power Query as a separate component. Power Query can be downloaded from this link along with a guide to installing it.
You can check which version of Excel you have installed by clicking:
- Excel 2010: File > Help
- Excel 2013 + 2016: File > Account
The first time you open a downloaded raw excel file warnings might pop up. To be able the use the raw export correctly you have to accept these warnings.
- PROTECTED VIEW Be careful - files from the Internet can contain viruses. Unless you need to edit, it's safer to stay in Protected View: Press enable editing.
- SECURITY WARNING External Data Connections have been disabled. Press enable content.
Loading the data
If you want to use the integrated reporting features in the Excel Dashboard you will need to reload it with the data you have exported.
- Click the data tab in excel and press reload all. Depending on the amount of data you have exported, this might take a little while.
Unless you are manually editing the data in the data worksheet, you only need to do this one time.
Using the filters
All the reports worksheets are marked in green while the exported data are contained in the 3 blue worksheets named "Data", "Comments" and "Assigments". Each of the standard dashboards comes with a predefined set of widgets and filters which can be used to filter the responses.