ATLAS FormBuilder - Exporting Form Response Data as a Spreadsheet/Table
Step 1 - Navigate to the dashboard of your form. Click Export Data within the "Response Data" panel to access your form's reporting page.
Step 2 - The page's Reports panel will contain any custom tabular reports you've created, as well as a default "Data Dump" report. The "Data Dump" provides the answer given to each of the form's questions, and a general overview of form response information. For more information on creating custom tabular reports for your form, visit FormBuilder - Manage Form Responses - How to Create/Edit Report.
Locate the report you'd like to use, and click its Run Report button to be brought to its options page.
- Period: Determines the period whose responses will be included in the report. If "– All Periods –" is selected, responses from all form periods will be included.
- Phase: Determines the phase of the form whose associated responses will be included in the report. If "– All Phases –" is selected, responses in all form phases will be included.
- Export File Type: Determines the file type of the report to be exported. "Excel Spreadsheet" will export an Excel spreadsheet of the .xlsx file type. "Comma Separated Text File" will export an Excel spreadsheet of the .csv file type.
- Include All File Attachments As Separate Files: When selected, any files uploaded to the form via File Upload questions will be included alongside the report, packaged together in a .zip file.
- Additional Filtering: Allows for conditional statements to be added to the filtering, which responses much meet in order to be included in the report. For more information on conditional statements in FormBuilder, visit ATLAS FormBuilder - Introduction to Conditional Statements.
After specifying your desired filtering, click the Download Report button to generate the report.
The report will download to your machine as a file of the selected type.
For additional tutorials on ATLAS FormBuilder, visit FormBuilder - Homepage.