How to Export Form Responses
How to Export Form Responses
Download your form responses to CSV or Excel format for reporting, analysis, or sharing with stakeholders.
Quick Summary
Open a form's Responses tab, apply any filters, then click Export to download as CSV or Excel.
Before You Begin
- You must have read permission for the form
- Your plan must be Basic or above (export is not available on Lite plan)
- At least one response must exist
Step-by-Step Guide
Step 1: Open the Form Responses
- From the left sidebar, click Forms
- Click on the form you want to export
- Go to the Responses tab
Step 2: Apply Filters (Optional)
Filter your data before exporting:
| Filter | Use For |
|---|---|
| Date Range | Export only a specific time period |
| Status | Export only Complete, Partial, or Offline responses |
| Context | Export only responses from specific locations/assets |
| Search | Find responses containing specific text |
The export includes only the filtered results. Apply filters first if you don't need all responses.
Step 3: Export the Data
- Click the Export button
- Choose your format:
- Export as CSV — Opens in any spreadsheet application
- Export as Excel — Native Excel format (.xlsx)
- The file downloads automatically
Export Formats
CSV (Comma-Separated Values)
- Universal format compatible with Excel, Google Sheets, Numbers
- Smaller file size
- Best for: Data analysis, importing to other systems
Excel (.xlsx)
- Native Microsoft Excel format
- Preserves formatting
- Best for: Sharing with colleagues who use Excel, creating reports
What's Included in the Export
Each export contains:
| Column | Description |
|---|---|
| Response ID | Unique identifier for each submission |
| Submitted At | Date and time of submission |
| Status | Complete, Partial, or Offline |
| Location/Asset | Where the form was submitted |
| [Each Question] | One column per question with the answer |
For file/image questions, the export includes download links to the uploaded files.
Real-World Examples
Example 1: Monthly Inspection Report
Situation: Your manager needs a monthly summary of all safety inspections for the board meeting.
Solution:
- Open your Safety Inspection form
- Go to Responses tab
- Set Date Range to last month (e.g., "January 1 - January 31")
- Click Export → Export as Excel
- Open in Excel and create a pivot table showing:
- Total inspections per location
- Pass/fail rates
- Common issues found
Result: You have a professional report with charts showing inspection compliance across all locations.
Example 2: Compliance Documentation
Situation: An auditor needs proof of all fire extinguisher inspections for the past year.
Solution:
- Open Fire Extinguisher Inspection form
- Set Date Range to the past 12 months
- Filter by Status: Complete
- Export as CSV
- Provide to the auditor along with any uploaded photos
Result: You have documentation proving all required inspections were completed, with timestamps and inspector names.
Example 3: Customer Feedback Analysis
Situation: You want to analyze visitor feedback trends across multiple locations.
Solution:
- Open Visitor Feedback form
- Export all responses as CSV
- Import into your analytics tool (Excel, Google Sheets, Tableau)
- Create analysis:
- Average satisfaction by location
- Trends over time
- Common complaints/suggestions
Result: You identify that the West Lobby has lower satisfaction scores and can investigate further.
Tips for Working with Exported Data
In Excel
- Use Filter to sort by any column
- Use Pivot Tables for summary reports
- Use Charts to visualize trends
- Use COUNTIF to count specific responses
In Google Sheets
- Upload the CSV directly
- Use Explore feature for automatic insights
- Share with colleagues for collaboration
Large Exports
For forms with thousands of responses:
- Apply date filters to export in chunks
- Use CSV format for faster processing
- Consider exporting by location/asset separately
Troubleshooting
| Issue | Solution |
|---|---|
| Export button is gray | Upgrade to Basic plan or above |
| File won't open | Try CSV format instead of Excel |
| Missing responses | Check your filters — some may be filtered out |
| Garbled characters | Open CSV with UTF-8 encoding |
| File is empty | Ensure the form has at least one response |
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Need help? Contact Infodeck Support