XL Docs

Turn your data into custom spreadsheets

Automatically create customized Excel files straight from your quickbase data. 

Turn your data into custom spreadsheets

Spreadsheets that work the way you do

Create Excel files from your data in the formats you actually use. 

Your spreadsheet, your format 

Use your own templates, formulas, and layouts, so spreadsheets look and behave exactly the way you expect. 

Handle complex spreadsheets with ease 

Create everything from simple reports to multi-sheet workbooks with charts and pivot tables. 

Generate spreadsheets in batches 

Create multiple Excel files at once from a single report, turning repetitive exports into a one-step process. 

Built for real Excel workflows

Pull data directly into your excel templates 

Combine data from many records into one clean, merged document, ready to share or archive. 

Export in the formats you need 

Generate files as XLSX, PDF, or CSV—ready for analysis, sharing, or downstream systems. 

Store files where your team already works 

Automatically save documents to Amazon S3 or Dropbox for easy access and retention. 

Create multi-tab workbooks from multiple tables 

Build complex Excel files that combine data across tables, organized into tabs that match how you work. 

Commonly Generated Documents

Commonly Generated Documents

What your spreadsheets can look like

From simple reports to multi-sheet workbooks. 

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Invoice report 
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Inventory list
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Sales performance
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Multi-sheet workbook

Ready to get started