idea Automated Reports in Excel in ArcGIS Survey123 Ideas

Automated Reports in Excel

Halphen_Lucas — Wed, 08 Jun 2022 03:18:10 GMT

Report templates for survey123.arcgis.com can only be converted (exported) into a MS Word file (also PDF)

Consider implementing the same concept but using MS Excel file as a receiving template.

Re: Automated Reports in Excel

ThomasHamill — Wed, 08 Jun 2022 14:01:55 GMT

Great idea!

Re: Automated Reports in Excel

MichelleWilliamsERM — Fri, 10 Jun 2022 21:34:33 GMT

Have you tried downloading the Excel find in the hosted service, or in the Survey123 app in AGOL. Here are the steps to get there;

Click the 9-dots at the top of AGOL and click the Survey123 icon, then click the Export icon on the banner, then Excel.

In AGOL, Content you can click the title of the Feature Layer (Hosted), and click Export Data, Export Excel.

I hope this helps,

Your Survey123 Jedi!

Re: Automated Reports in Excel

LocationDataServ — Sat, 12 Aug 2023 22:58:28 GMT

I've posted a similar idea. While it's possible to just export the data to Excel, it won't automatically have the formatting / calculations etc that the end users want. I've had some work arounds suggested but at the end of the day, Survey123 and reports are intended to make users' lives easier. We're getting away from that if we are asking users to jump through hoops each time they pull a report.