Schedule submission reports to get a daily, weekly, or monthly snapshot of your submitted data.
NOTE: This feature is not available for encrypted forms or partial submissions.
Step 1: From your form's Submission tab, select the Create Scheduled Export dropdown to configure your report.
Step 2: Then select Create Scheduled Export to configure a custom report, including:
- Export Name
- Filter by All, Read, or Unread Submissions
- File Type
- Frequency:
- Daily: Schedule for a specific time of the day
- Weekly: Schedule for a specific day and time of the week
- Monthly: Schedule for a specific day and time of the month. These must be scheduled on the first of the month.
- Email recipients within your Formstack account with form access.
NOTE: The time zone for scheduling will be based on the time zone set on the form.
If you're creating multiple Scheduled Exports, the next export will include the new submissions received since the previous export was sent.
Step 3: Once you're finished, click Save and Schedule on the bottom right.
Once a report is sent, the recipients will receive an email to log in with their Formstack credentials to access the export file. They will have 10 days to open the report before expiry. Any account user with access to the form's submission panel pay view previously scheduled exports from Form Submission Scheduled Exports.