3.4.9.6.2 Exporting Forms Creating Using Data Exporter

Forms created using Data Export option can be exported as a .CSV file or a JSON file.

Complete the following steps to export Data Export forms:
  1. Click Action next to the form to be exported and click Export.
    The Export Page with the default values is displayed.
  2. Click Apply to proceed with the export.
  3. In the Generate Report Confirmation pop-up,
    • Click Yes to use the default values for the report.
    • Click No to change the default values.

      The Data View page with the View details associated with the form, is displayed.

  4. Click Attribute Selection tab, to review the values and the filters and modify if required. You can also use the default values for export.
    You can also change the filter type to Static. Then, the existing placehoder filter condition will be deleted.
  5. Click Data Preview, to view the form based on the selected table, columns and the set filter attributes.
  6. To export the report, complete one of the following steps:
    • Click Export CSV to export the report in CSV format.
    • Select the File Format as CSV or JSON and click Export.

    A confirmation message is displayed after the export is completed, and the Data Entry Summary is displayed.

  7. To download an exported report, click Action and click Status.
    The Data Exporter Status page with the list of all the reports that are exported is displayed.
    • Click Download, to save the report to the local directory.
    • Click Download Link, to copy the link. You can paste the link in a Web browser and download the CSV report to the local directory.
    • Click Delete to delete the exported report.