When you need form responses out of the system — for a review, an audit, or your own records — the Form Response Export report brings every submission together in one place.
Open the report, choose the form you want, pick how to filter by date, and the matching responses load grouped by client. Select the ones you need, choose a format, and export. Your file is prepared in the background and waits for you on the Downloads page — nothing downloads straight to the browser, so you can keep working while it builds.
Step 1
Open the export report
Go to Reports → Form Response Export. This report gathers form responses across your organisation so you can pull them out in bulk.
Step 2
Pick a form and date filter
Choose the form under Form Type, then set Filter Date By and a date range. The matching responses load, grouped by client or entity.
Step 3
Select the responses
Use Select All, or tick individual entities and responses, to choose exactly what goes into the export.
Step 4
Choose a format and export
Pick PDF, Excel, or CSV, then click Export. The file is queued and prepared in the background — open the Downloads page when it's ready.
Keep reading
Tutorial
Fill out a form
Submit a visit note, incident report, or any other configured form — drafts autosave so you can pause and pick up later.
Mobile appTutorial
Explore forms
Get oriented on the Forms area: Form Management with its Templates and Responses tabs, and the Forms Browser for digging into one form's results.
Web dashboardTutorial
Open a form on the web
Find the template you need from the Forms page and open it ready to fill in — straight from your browser.
Web dashboard