Tips on Managing Your Data

There's many ways to manage your date within Formstack Forms! This document will touch on some of these options and contains links to other documents with more details on each. 

Reports and Charts

While viewing your submissions directly can be a useful way to see data, we do also offer a charts functionality if you need a visual representation of the information you've captured.  


You might also find yourself wanting to only see a specific selection of submissions you've collected, which is a great use of our custom reports feature. You can filter down on a wide variety of things, including time ranges and data collected from your submitters. 


We know that not everyone that you'll want to share your data with will necessarily be a Formstack user. When this is the case you can make use of Formstack's shared reports, which will allow you to share your submission data with non-users and also allow you to pick and choose which fields to share. 


Exporting Data

While the Formstack Submissions table is a safe, secure, and convenient way to store your data, you may have the need to use it elsewhere. You can export your submissions as PDF, RTF, CSV, or Microsoft Excel files. You can also setup scheduled exports so that you can have data downloaded on a schedule of your choosing and receive email notifications when those exports are complete. 


In addition to exports, you can also set up third party integrations to automatically send your data to another application. This allows you to seamlessly send your data to applications such as Salesforce, Google Sheets, or HubSpot without needing any coding or manual work outside of the initial integration setup. If Formstack doesn't have a native integration for the application you're wanting to send your data into, you can also set up an integration via Zapier with an even larger number of apps than we already offer. 

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