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- Next to the form name in the "Export Full Forms" section, click on the "+ Create New Export" button.
- You can select which form you would like to export by selecting from the following options:
- App type
- Application
- Module
- Form
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- Click "Create Export" to navigate to that export's edit page, where you can manipulate more settings:
- The Form Export Edit page is broken down into three parts:
- Export Settings
- Form Settings
- Privacy Settings
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- In the first column, the field (data point) can be re-ordered by dragging the box up or down. The order that is selected on this page will correspond with the order the variables are displayed in the export file.
- Select the fields you want to include in your report by using the check boxes. The fields shown represent the data collected by the mobile user, the application, the phone, and the server where the data is stored.
- In the fourth column, change field names which will update the title row of the data export. By default the display column will repeat the field name from the third column.
Privacy Settings
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B. Downloading Form Exports
The Export Forms page shows the exports you or others have created:
Name: The name you titled the custom report
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Bulk Export: Download your exports in bulk. Each export will be downloaded as an individual sheet in a single Excel workbook
In order to download an export, click "Export"
- On this page, you have the option to select filters for your export, consisting of user types, groups, and date range:
- Once you have selected your filters, click "Prepare Export"
- Click "Download" and your export with the filters you have selected will be downloaded!
C. Bulk Forms Export
Purpose: Allows a data manager to track the data across forms in one single excel document. It further increases the scope of data analysis and allows more in-depth study.
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- In the Export Dashboard you will find a check box allowing for Bulk Export
- On checking the box, you will notice a "Bulk Export" button becomes available
- Click on the "Bulk Export" button, and all selected exports will be downloaded to a single excel workbook
D. Daily Saved Exports
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