Exporting Scorecard widget to XLSX format | XM Community
Skip to main content
Solved

Exporting Scorecard widget to XLSX format

  • April 10, 2025
  • 1 reply
  • 28 views

Forum|alt.badge.img+1
  • Level 1 ●
  • 4 replies

Hi All,

I am wondering if any of you have tried to adjust the layout/formatting of the Excel export of a Scorecard widget in EE Dashboard?

Currently, when you export the scorecard widget to Excel, the output file is uninviting. Without a doubt it does contain all the necessary data, but I would love to add custom color coding to the template, format the headers, columns width ect. So that the users in my organization can download a nice looking report when exporting the widget, instead of manually adjusting it each time the scorecard is downloaded.

Are you aware if such idea could be achieved? I would appreciate very much your experience on this topic.

Best answer by EdenHaha

Hi ​@DaniN 

Qualtrics does not provide a built-in feature to customize the Excel export of a Scorecard widget in EE Dashboards with formatting like color coding, header styles, or column widths. You can export the widget to XLSX, which will give you a table with the data, and then manually format it in Excel to meet your organizational needs. For frequent exports, consider saving a formatted template and reusing it, or explore third-party tools and the Qualtrics API for automation, though these options require technical expertise. This approach ensures your reports are polished and user-friendly, aligning with your goal of avoiding repetitive manual adjustments. 

1 reply

Forum|alt.badge.img+3
  • 19 replies
  • Answer
  • April 14, 2025

Hi ​@DaniN 

Qualtrics does not provide a built-in feature to customize the Excel export of a Scorecard widget in EE Dashboards with formatting like color coding, header styles, or column widths. You can export the widget to XLSX, which will give you a table with the data, and then manually format it in Excel to meet your organizational needs. For frequent exports, consider saving a formatted template and reusing it, or explore third-party tools and the Qualtrics API for automation, though these options require technical expertise. This approach ensures your reports are polished and user-friendly, aligning with your goal of avoiding repetitive manual adjustments.