Step 4 - How to visualize the collected information and export it to Excel or a PDF file.

Form responses can be viewed directly from our web platform, specifically from the Home section, as shown in the image below.

📌 What can you do in the Home section?

🕵️‍♂️ Filter forms in seconds

You can apply multiple filters to easily find the forms you need. Filter by:

Creation or update date
Responsible user
Form status
Other relevant criteria for your operation

✅ Manage tasks from the “Actions” column

From this section, without changing views, you can perform the following actions:

View a form’s history
Modify responses (depending on user permissions)
Export data to Google Sheets or PDF
Send form backups via email
Start a chat with the responsible user

📌 Note: These actions are available only to users with advanced or admin-level permissions.

🗑️Delete and recover responses

If you need to remove incorrect or outdated responses, you can do so directly from the Home section. If something was deleted by mistake, you now have the option to recover it.

🔄 Update statuses and export data in bulk

Change the status of multiple forms in one step.
Quickly export critical data for analysis or reporting.

📌 How to search for responses

You can select the information you wish to view using the various filters listed below:

Search by date: Filter by date range, with a maximum range of 365 days.
Search by location: Filter forms that include a response from your predefined Place List.
Search by form: Filter by a specific form defined in the “Forms” section.
Search by status: Filter by predefined form statuses.
Search by user: Filter by the user who submitted the form.
Search by Form Code: Filter by the form’s auto-generated code in DataScope.
Search by Question Name: Search forms that contain a specific question (e.g. Client Name, Product Code, SKU...).
Search by Result: Search based on specific answers submitted in a form (e.g. Client ABC, #32424, SKU123...).

To search by result, you must first enter the Question Name (can be partial).

📌 Note: To use the question and response filter, you must first select the form.

📌 How to export filtered responses

To export the data retrieved using filters, simply click the Export button and fill in the required fields as shown below:

Required fields include:

Form: Must be selected in filters for the "Export" button to be available.

Download format:
Four export formats are available:
- Grouped by questions: Each row in the Excel file represents one question from the selected form.
- Grouped by form: Each row is a separate form, with all responses shown in the columns.
- Grouped by Repeatable Questions: Each row represents a response within repeatable question sections. If multiple repeatable question fields exist, each will appear on a separate sheet within the document.
- PDF documents: Export the data in PDF format.
Email: Enter the email address where you want to receive the exported Excel file.

Once all fields are completed, you will receive the requested information via email within a few minutes.

📌 Important:

If you cannot see the "Export" button, confirm with your Account Administrator that your user has the necessary access to perform this action.