Exporting Form Records

New Interface

The following section describes the steps for exporting Form Records as an XLS or CSV file in the New Data Entry Interface.

You can export the Form Records that have been submitted to a Form during Data Collection in XLS or CSV Format. You can choose to export either selected columns or the entire Data Entry Table and you can export filtered results too.


The XLS Column Limit is 256 columns, if you have more than this amount of columns we recommend using the CSV Format.

How to Export Form Records to an Excel Doc in XLS Format
  • On the pop-up window select the Form or the Sub-Form you want to export.
  • If you want to export all the Columns select "All Columns" in the Columns Option.
  • If you want to export only the Columns that you have selected and are currently in view in the Data Entry Interface, select "Selected Columns" in the Columns Option.
  • If you want to export the Form without a Filter, select "No Filter" in the Filter Option.
  • If you want to export specific Form Records, you must first Filter your Form Records and then select "Current Filter" in the Filter Option.
  • If you want to export the Form in XLS Format, select "XLS" in the Export Format Option.
  • Click on the "OK" button.
  • On the next pop-up window, if the download does not start automatically, click on the link.
  • Once downloaded, click on the file on the Download Bar of your browser to open it.
  • The Form Records have been exported to an XLS file.
How to Export Form Records to an Excel Document in CSV Format
  • On the pop-up window select the Form or the Sub-Form you want to export.
  • If you want to export all the Columns select "All Columns" in the Form Option.
  • If you want to export only the Columns that you have selected and are currently in view in the Data Entry Interface, select "Selected Columns".
  • If you want to export the Form without a Filter, select "No Filter" from the Filter Option.
  • If you want to export specific Form Records, you must first Filter your Form Records and then select "Current Filter" from the Filter Option.
  • If you want to export the Form in CSV Format, select "CSV" from the Export Format Option.
  • Click on the "OK" button.
  • On the next pop-up window, if the download does not start automatically, click on the link.
  • The Form Records have been exported to a CSV file.