Overview
Extracting data from a table embedded in your form is a vital step for data analysis, reporting, and seamless integration with other business systems. This process typically involves several key stages to ensure the data is accurate, complete, and ready for use as a universally accepted CSV File.
Step 1: Access the Reports Section
- Navigate to the reports section.
Step 2: Select Your Form
- Click on the forms tile.
- Choose the form you wish to generate a report for.
Step 3: Open the Summary Tab
- Select the "Summary" tab from the list.
Step 4: Choose Data
- Click on "Choose Data."
Step 5: Select Application Questions
- Click on "Application Questions."
Step 6: Locate Your Table
- Scroll to find the table from which you want to pull information.
- Ensure the box next to the table is toggled on.
Step 7: Add Cells
- Click on "Add Cell."
Step 7.1: Select the First Cell
- Choose the desired cell (e.g., the total or Formula cell).
- Assign a name to this cell.
- Click "Save."
Step 7.2: Add Additional Cells
- To add more cells, repeat the process:
- Click "Add Cell."
- Select another cell .
- Assign a name and click "Save."
Step 8: Review Selected Cells
- Click Generate report and all selected criteria will be displayed
- The selected cell will be displayed along with their names.
- Optionally, rename any cells if desired.
Step 9: Download the Report
- Once satisfied with the displayed information, click "Download CSV."
- The CSV file will be emailed to your account.