Posts Tagged ‘excel’
If you’re using FormSmarts’ Export to Excel feature, you may have already noticed that we’ve updated the report generator. As well as several other minor changes, we’ve added a second way to specify the date range over which the report is generated (in addition to selecting a start and end date) by choosing a preset time period. This is meant to further simplify the task of generating a report. The preset periods available are Today, Yesterday, This Week, Last Week, Last Seven Days, This Month, Last Month, Last 30 Days.
For the time period options that depend on the first day of the week (This Week, Last Week), we use the default for your country, as set in your account. You can change this in the Report Generator under More Options.
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FormSmarts allows users to collect online form responses on the cloud and export them to Excel at their convenience with the Report Generator.
Activating Form Data Storage for Export to Excel
Export to Excel requires that data storage be enabled for each of the forms for which you would like to be able to access form responses online.
For privacy reasons, form submissions were in the past not saved on the cloud by default. For Business accounts created after March 20, 2017, storage is now enabled by default. This does not apply to Pro accounts, for which storage is turned off by default and must be enabled for each form when needed.
To enable stored form results and allow Excel reporting, visit the Submit Actions tab of the Form Details screen of each of the forms for which you would like to access form responses online, as shown in the video below.
You will then be able to download Excel reports from stored form responses in a few clicks with the report generator. Business-level members may also view individual form responses online and download a PDF Report.
To enable storage of form entries by default when you create a new form, check Turn on cloud storage for all new forms in the Settings Tab of the form builder. This option is only available in Business accounts and is turned on for accounts created after March 20, 2017.
Excel Report Generator Settings
Show Field Names in the First Line
If checked, the first line of Excel reports will show the name of each field. This option is enabled by default.
The report generator allows you to specify the date range over which a report is generated by either picking a start & end date or choosing a preset period of time (This Week, Last Seven Days,…). For the time periods that depend on the first day of the week (This Week, Last Week), we use the default first day of the week for your country (as set in your account). You can change this under More Options.
Preset time periods, date ranges and the form submission timestamp shown in Excel reports are now using your time zone (as defined in your computer settings). If you would like to generate a report using a different timezone, select the relevant city in the Timezone drop-down list. Note that the city selected by default may not be your city of residence, but it will be a city in the same timezone.
Importing an Excel Report
If an Excel (CSV) report contains text in a language other than English, you may need to change the character encoding to Unicode (UTF-8) in Excel’s Text Import Wizard, as illustrated below. The report may not display correctly for languages other than English unless the encoding is set to Unicode (UTF-8).