Exporting Data

You have choices as to what part of your Formstack data you want to export. You can export all of your data, all data since the last download, or you can manually choose what data to export. You can export your data in CSV, RTF (Word), Excel, or PDF format.

 

Step 1:  Exporting Submissions

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To export all submitted data, go into the Form > Submissions, then locate the 'Export All' menu at the top right of the table and choose your export output (CSV, Excel, or RTF).

 

 

When you choose your desired format another box will come up asking if you would like to add any other email addresses to receive the export. If you have any to add just put them in the box under you email address that states "Add additional emails separated by commas".

 

Once you have all the email address you want in there to receive the export just click on "Export All Submissions In Filter" and it will be added to the queue and you will receive it via email shortly after.

 

Note: This method will export every submission in your form's submission database - not just the submissions on the first page.

 

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To export some of your submissions, first check off the submissions you'd like to export. A blue 'Export' icon will display above the submissions. Click this to choose your export output. With this Export option, it will not email the file to you but download it immediately.

 

Step 2:  Exporting Submission Reports

To export data based on specific criteria, you can create submission reports with data filters.  To create a report, click the "Create Custom Filter" button at the top of the submission database.

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Once the report has been created, you can filter the data via the " Edit Filter" icon that will appear automatically along the top of the page.

 

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For example, to filter data by the date submitted, choose this filter option and then enter the date ranges as shown in the example below.

 

Note: Similar to the Data Routing and Conditional Logic features, there are "All" or "Any" criteria options within the filters.   Be sure you choose the appropriate option. "All" indicates that only data that meets all listed criteria will be shown in the report. On the other hand, "Any" indicates that data that meets any of the criteria, but not all listed, will be shown in the report. After you have created your filtered report, you can export the report in its entirety (or just selected submissions of that report) via the Export option on the bottom right of the screen.

 

Troubleshooting

Why are foreign characters such as "é" coming out looking like "é" in the CSV export?

The CSV is not encoded in any way; you must open the CSV with UTF-8 within Excel (this is not the Excel default). You can verify this by opening the CSV file in a plain text editor (such as notepad) to see that the characters are correct.

 

 

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