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How to Automatically Include Raw Data When Exporting Reports to Excel

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When exporting reports from Bold Reports to Excel, the default behavior generates a formatted worksheet that mirrors the report layout, including headers, footers, groupings, totals, formatting, and charts (where supported).

However, for data analysis scenarios, users often prefer exporting only the raw tabular data without layout elements, merged cells, or visual formatting. This produces a clean, analysis-ready Excel file similar to a direct dataset export.

This guide explains how to configure your report to automatically include raw data in Excel exports using the IncludeRawData custom attribute. Once enabled, every Excel export from the report will include the raw dataset by default.

Steps to Include Raw Data in Excel Exports

Step 1: Access the Custom Attributes Section

  1. Click the gray area outside the report designer canvas.
  2. Open the Properties panel.
  3. Expand the Miscellaneous section.
  4. Click Set Attributes under Custom Attributes.
    image.png

Step 2: Add the Custom Attribute

  1. In the Custom Attributes dialog box, click Add to create a new attribute entry.
    • In the Name field, enter IncludeRawData.
    • In the Value field, set it to true. This enables raw data inclusion in Excel exports.
  2. Click OK to save the changes.
    image.png
    Attribute Name Value
    IncludeRawData true

Preview the Changes

  • After saving the custom attribute, preview your report to ensure that raw data is now included by default when exporting to Excel.
  • Report Excel Export
    image.png
  • Raw Data Export
    image.png

Conclusion

By following these steps, your reports will automatically include raw data whenever exported to Excel. This improves report usability and makes downstream data analysis easier and faster.

Download the sample report here for further reference.

See Also

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