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Export form data

Pull your form responses out of the dashboard — pick a form, filter by date, select the responses you need, and export to PDF, Excel, or CSV.

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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.

  1. 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.

  2. 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.

  3. Step 3

    Select the responses

    Use Select All, or tick individual entities and responses, to choose exactly what goes into the export.

  4. 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.

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Export form data - Read and Respond