How to Export Form Data

Overview 

You can export the submissions of a specific form for analysis outside FieldPie. After filtering to the form and period you want and applying any extra filters, you select the records—individually or in bulk—and export them as XLSX or CSV. This is how you get form-collected data into a spreadsheet or another system. 

Before You Start

You need access to the Forms area and permission to export data. Know which form and period you want, and apply filters so the export covers only the records you need. 

How to Export Form Data

  1. From the left navigation menu, select Forms. 
  1. Select the form you want to export from the Form filter list. 
  1. Choose the period range you want to export. 
  1. Apply any additional filters you need. 
  1. Click Search to apply the filters. 
  1. Use the checkboxes to select the records to export, individually or in bulk. 
  1. Click the export icon in the top-right corner. 
  1. Export the selected forms as XLSX or CSV. 

Tips and Things to Know

  • Filter by form and period first so the export is scoped correctly. 
  • Select records individually or in bulk before exporting. 
  • Choose XLSX for Excel or CSV for another system. 
  • For very large exports, the file is delivered through Bulk Operations. 

Frequently Asked Questions

Filter to the form and period, select the records, and export them as XLSX or CSV.

Yes. Use the checkboxes to select individual records before exporting.

Large exports are handed off to Bulk Operations, where you download the finished file.