Export Form Data

Exporting Your Form Data

Summary: Download form responses in CSV format for analysis, backup, or integration with other business tools.

Overview

Exporting form data gives you flexibility to analyze responses in spreadsheets, import into CRM systems, share with stakeholders, or create backups. growlio makes exporting simple while offering options to export all responses or filtered segments. This guide covers everything about exporting form submission data effectively.

Prerequisites

Form with submissions to export
Member-level permissions or higher
Spreadsheet application for opening CSV files
Understanding of what data you need

How to Export Form Data

Step 1: Navigate to Form Responses

Go to Business > Forms and select the form whose responses you want to export. Click the "Responses" tab to view submissions.

Step 2: Select Specific Responses (Optional)

Check boxes next to individual responses to export only selected submissions. The export button updates to show it will export selected items.

Step 3: Click Export Button

Find the "Export" or "Download" button near the top of the responses page. It shows a download icon and indicates how many responses will be exported.

Tip: Button text changes based on context: "Export All", "Export Filtered", or "Export Selected (X)".

Step 4: Download File

Your browser automatically downloads a CSV file named like "[Form Name]_responses_[Date].csv" for easy organization and identification.

Step 5: Open in Spreadsheet

Locate the downloaded file and open it in Excel, Google Sheets, or your preferred spreadsheet application. All form fields appear as columns.

Tip: Use spreadsheet features like sorting, filtering, and pivot tables to analyze response data.

Save the export file to your preferred location with a descriptive name. Share with team members or import into other systems as needed.

Tips & Best Practices

Export form data monthly as backup practice
Filter before exporting to get only relevant responses
Include submission timestamps for time-based analysis
Use consistent file naming with dates and form names
Store sensitive export files securely
Clean up exported data before importing elsewhere
Export before making bulk changes as safety measure
Document what filters were used for each export
Create analysis templates for regularly exported data
Share exported data only with authorized team members
Archive old exports periodically to stay organized
Use exports to identify trends and optimize forms

Troubleshooting

Issue: Export button is disabled

Solution: Ensure form has responses to export. Clear filters to see all responses. Verify you have Member-level permissions or higher. Refresh browser and try again.

Issue: Downloaded file is empty

Solution: Check that filters aren't excluding all responses. Verify responses exist by checking the responses count. Try exporting without filters. Refresh page and retry export.

Issue: Export includes unexpected responses

Solution: Review active filters - you might have filters applied that you forgot about. Click "Clear Filters" to remove all filters before exporting if you want all responses.

Issue: Missing columns in export

Solution: Check if those fields were added to form after some submissions. Some fields may be conditional and not completed by all users. Verify export options include all fields.

Issue: Can't open CSV file

Solution: Ensure you have Excel, Google Sheets, or another spreadsheet app installed. Right-click file and choose "Open With" to select application. CSV files can open in any text editor if spreadsheet apps unavailable.