The Home section is the space in DataScope where you can check and manage your account's form answers.
From here, you can search for information, apply filters, review answers, and access different actions depending on your user's permissions.
Note: this section was previously called Summary.
🔎 Search and filter answers
You can use different filters to find the answers you need. These include:
Date: select a date range.
User: filter by the user who completed the answer.
Status: search for answers based on their status.
Place: filter by the places associated with the answers.
Form code: search for an answer using its identifier.
Question and answer: search for answers based on the information recorded in a question.
Assets: filter answers associated with a specific Asset registered on your account.
⚙️ What actions can I perform on an answer?
The available actions can vary depending on your user's permissions and your account's settings.
From Actions you can find options such as:
Check an answer's Change Log.
Modify answer.
Chat, to contact the responsible user.
Send backup by email.
Send to Google Sheets.
Download PDF.
Duplicate answer.
Delete.
📤 Exporting answers
From Home, you can also export your answers. To do this:
Filter the information based on the criteria you need.
Click Export.
Select the form and date range.
Choose the download format:
PDF documents in ZIP, a compressed file with the PDF documents for each answer.
Excel grouped by question, each row is a question.
Excel grouped by forms, each row is a form.
Excel grouped by repeatable questions, each row is an answer within a repeatable section.
Excel with PDF documents, includes the Excel file plus the PDF documents for each answer.
Enter the email address where you want to receive the file.
Within a few minutes, you'll receive the email with the exported data.
Important: if you don't see the export button, check with the Administrator whether you have the appropriate permissions. See: Can I restrict permissions for certain users?
💡 If you don't receive the email with the exported file, check the Spam or Junk folder first, since that's the most common cause when an email from DataScope doesn't arrive.
🗑️ Deleting and recovering answers
From Home, you can delete answers when needed.
If you delete an answer by mistake, you can also recover it when this option is available.
🔄 Managing statuses
If your account uses statuses to manage answers, you can update the status of one or several answers from Home, as long as you have the necessary permissions.
🔐 Permissions
Some Home features are only available to certain users.
If you can't find an option, such as modifying, deleting, or exporting answers, ask the account's Administrator to review your user's permissions.
📌 In summary
From Home you can:
Search and filter answers.
Check and modify information.
Review the change history.
Manage statuses.
Delete and recover answers.
Export your answers in different formats.
The features you can use depend on your user's permissions and the features available on your account.