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Enable the use of Excel in report templates

738
2
04-11-2023 11:57 AM
Status: Open
Labels (2)
Slamon
by
New Contributor III

It would be a huge win if we could use Excel when creating report templates.  This would allow us more flexibility in the size (dimensions) of the output file, better organize results, and calculate statistics on the fly for multiple records.

2 Comments
BrandonA_CDPH

This would also help me. Currently, users have to download the excel file with all fields for the selected records. Then, they have to go through the additional step of removing unneeded fields for our laboratory reporting. Having preset templates for Excel export would greatly improve our workflow. With the addition of automated report generation (with third party integrations), this could be amazing! I'm picturing this workflow: Set up spreadsheet-based report format --> Collect data --> automatically generate report in a spreadsheet (csv, Excel, etc) --> email that excel spreadsheet directly to the laboratory.

jcfernandes
 

Hello,

This would be very useful. My colleagues and I need this feature.

Currently, we use Python for this. It would be great to have this feature within the Survey123 site.

Thank you