Customize your Excel Reporting

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Amol Kedar

February 07, 2018 16:56

WHAT IS THIS FEATURE…

The Custom Excel Feature added to the iFormBuilder Platform allows for custom excel reporting format to be created when exporting excel, saving the field teams valuable time in post processing all the form data into a particular excel format. To enable this feature, please reach out to your account managers or customer support and we will enable it

WHY DID WE ADD THIS FEATURE...

It saves time on post-processing data in excel and can get a pre-configured customized format of data, whether they are using multiple subforms or using multi-select elements in the forms. This feature uses our background processing engine and also enables us to asynchronously process the request and customize the output without timing out.

THE BENEFITS OF THIS FEATURE ARE…

• Ability to export large amounts of data into excel
• Ability to design Custom output for excel data which enables you to do better reporting and less re-organization of data once downloaded.
• Getting pre-configured data delivered to your inbox.
• Export subforms on the same tab as parent form (Flattening)
• Multi-select options can create their own column and identify which option is selected
• Display the index value of the of your options
• Display all the options on a particular record submission

HOW TO...

Check the job processing queue and status of the requested report.

Receive an email with the Download link.

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  Jonathan Hsu February 09, 2018 14:08

  This is awesome, will the Custom Excel eventually replace the XLS/XLS+ feeds?

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  Amol Kedar February 14, 2018 04:38

  Yes Custom Excel will replace them

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  Penny Lau February 26, 2018 20:53

  Sounds like this feature can be very customizable and would allow you to have whatever data output you want, but is it going to support multiple data formats as well like JSON or XML than just Excel?

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  Permanently deleted user February 26, 2018 20:57

  Can custom macros be added to the excel sheet?  Some reports have buttons built in to adjust what to view.

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  Amol Kedar February 26, 2018 21:08 (Edited February 26, 2018 21:15)

  Penny,

  Yes all the formats can be support, we have no release scheduled yet for any other format in the short term

  keith,

  We are not adding any macros to the excel, all the process is done in the background and then a report in resulting format is sent to the customer via our background processing engine.

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  Jeff March 05, 2018 23:12

  This will be very helpful.

  I was just inquiring about a way to export metadata with data column labels instead of key values. Looks like this feature will allow for that type of customization in the export.

  Looking forward to it!

   

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