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

Learn how to export the information from submitted forms to Excel or a PDF file!

Aristotle avatar
Written by Aristotle
Updated over a week ago

📌 How to search for information from submitted forms?

To visualize in your browser the information collected using the app, you have to click on the Resume tab. 

You can use the filters shown on the image bellow to find the information you are looking for.

  • Date: Filter by date range (max. range 365 days).

  • Select User: Filter by the user who filled in the form.

  • Select Form: Filter by the form's name.

  • Select Location: Filter by the location where the forms were filled. You can do this by adding a list of clients. (more info about lists here)

  • Select Status: Filter by the status of the forms.

  • Search answer by Form Code: Filter by the automatic code that DataScope applies to your form's answers.

  • Search Question Name: Search for information from all submitted forms containing a specific question name. (ex: Client name, Product code, SKU...)

  • Search Answer Value: Search for information collected on any past submitted form. (ex: Client ABC, #32424, SKU123...) - to use this filter, it is mandatory to also fill the Question Name filter at the same time (it can be just a part of the question's name).

You can search using one or more filters.

📌 How to export the submitted data?

To export the results obtained with the filters, just click on the Export button and complete the required fields:

1. Email

Email address where you want to receive the Excel file.

2. Export Format

There are different ways to export the collected data

  • Group by Forms: Each row is a different submitted form and the columns will show all the respective answers.

  • Group by Questions: Each row is a question of a selected form.

  • Group by Repeatable Fields: Each row of the excel sheet is an answer on the sub-form. In case of having multiple Repeatable Fields, each one will be shown on a different sheet.

  • PDF Documents: Export the data to a PDF file. 

3. Select Form

Select the name of the form that you want to export.
Once you filled in the required fields, you will receive an email with the desired information in 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.

More details in the following article:



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