Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The Export Forms page shows the exports you or others have created:

Image Modified

 

            Name: The name you titled the custom report

...

  • 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!

...

  •  If you would like to create an export that automatically updates its data every 24 hours, you can create a Daily Saved Export:

    • On the Export Edit page, you can check the box "Create a Daily Saved Export:

    • An export of this type will show up as follows on your Export Forms page:

Image Modified

 

  • To view your Daily Saved Export data, you can utilize the following options:

    • Click the "Export" button to download a normal form download with the latest data
    • Click the download a saved version of the download. You can see when the saved download was last updated in the "Last Updated" text.
    • Click the "Update Data" button to update the export to its most recent version

...