Exporting your submissions provides a convenient way to access your data outside the system. Exporting data is a valuable way to analyse, share, and back up your submission information outside the platform.
Please note only users with Admin permission levels will be able to generate and download reports.
Step 1: Access the Submissions Page
Head to the main submissions page where all your submission data is displayed.
Step 2: Apply Filters
Use the available filters to drill down into the specific submissions you want to export. For example, you might want to:
View only submissions received in the last month
Filter by status or stage
Filter by project
Step 3: Export Your Data
After applying your desired filters:
Click the "More" button located in the page interface
Select "Export Query" from the dropdown menu
The system will begin generating a CSV spreadsheet of your filtered submissions
Step 4: Download Your Export
Once your export is ready:
You'll receive a notification in your notification center
Follow the notification to download the CSV file to your device
3. You will also receive an email with a link to download.
Using Your Exported Data
The exported CSV can be opened in various applications like:
Microsoft Excel
Google Sheets
Database management systems
Reporting tools
This allows you to perform additional analysis, create custom reports, or import the data into other systems as needed.
Why Exporting Data is Useful
Exporting submission data has several practical applications, including:
Deeper Analysis:
• Use tools like Microsoft Excel or Google Sheets to sort, filter, and analyse your data further.
• Perform advanced calculations, create charts, or identify trends within the submissions.
Customised Reporting:
• Generate tailored reports for stakeholders, such as team leads, board members, or clients.
• Highlight specific data points, such as submission statuses, scores, or regions.
Collaboration:
• Share the CSV file with team members or collaborators who may not have access to the platform.
• This is especially useful for external reviews or evaluations.
Archiving and Backup:
• Save a local copy of your submission data as a backup.
• Keep records for compliance, audits, or future reference.
Streamlined Workflow:
• Exporting allows you to work offline or integrate submission data with other systems or processes.
Tips for Using the Generate Report Feature
Filter First: Apply relevant filters before generating a report to ensure your exported data contains only the information you need.
Check Your CSV File: After exporting, review the file to ensure it includes all desired data. Adjust your filters if needed and export again.
Use Column Headers: The CSV file will include all the form field data.
Secure Your Data: If the report contains sensitive information, ensure you store it securely and share it only with authorised individuals.
FAQs
Can any user download a report?
Only users with Manager permissions will be able to generate and download reports.
What data is included in the report?
The report contains all the form fields present from all the Projects contained in your current submissions view, including any applied filters.
Can I export data without applying filters?
Yes, if no filters are applied, the system will export all submissions visible on the main page.
How can I open the CSV file?
CSV files can be opened in spreadsheet tools such as Microsoft Excel, Google Sheets, or any text editor.
Is there a limit to the number of submissions I can export?
The export will include all submissions visible in the current filtered view. For very large datasets, exporting may take longer, and file size limitations may apply.