Export your reports values

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It is useful to export the report values if you want to retrieve the data from interventions performed by your operators in the form of an Excel spreadsheet.All the data contained within the selected reports will be transcribed into a table.

1. What are report values?

The values correspond to the data filled in by your operators during their interventions.

2. In what layout will this data appear in the Excel file?

Each row corresponds to a report (and therefore an intervention).The first columns correspond to general data concerning the interventions. You will find in order:

  • The report code (consisting of the form name followed by a number)
  • The intervention name (consisting of the date in YYYY/MM/DD format, the time and the form name)
  • The intervention creation date (in YYYY/MM/DD format then the time)
  • The scheduled intervention start date (in YYYY/MM/DD format then the time)
  • The scheduled intervention end date (in YYYY/MM/DD format then the time)
  • The actual intervention start date (in YYYY/MM/DD format then the time)
  • The actual intervention end date (in YYYY/MM/DD format then the time)
  • The name of the document used for the intervention
  • The name of the main resource used for the intervention

You will then find the different bricks of your form and the data filled in by your operators for each of these bricks. The name of the brick will appear in the column header

3. In practice, how to export report values?

  1. Go to the Interventions tab and select the interventions for which you want to export the reports.
  2. Click "Export Report Values"
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  1. Go to the "Exports" section, then click Download.
  2. You can view the data from your reports by opening the downloaded Excel file.
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4. Can there be multiple sheets within the Excel file?

The sheets in the Excel file correspond to the different versions of your form.For example, if 15 interventions were done on version 1.0, 12 interventions on version 1.1, and 30 interventions on version 1.2, then the Excel file will contain 3 sheets.The first sheet will have 15 rows, the second sheet will have 12 rows, and the third sheet will have 30 rows (number of rows indicated without counting the header row). 

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To go further
  • It is useful to export report values for data analysis purposes. You can reuse the exported values in PowerBI for example.
  • In Excel, you can use filter functions to display certain interventions according to certain criteria.
  • From the exported values, you can create dashboards directly in Excel by creating charts on different data.
  • When exporting report values, "Photo" type bricks appear as links. These links redirect directly to the photos. These photos are hosted on an AWS server. The links are valid for 3 months after the report is downloaded.