Feedback Export

You can bulk export feedback as a spreadsheet with one row per feedback entry, or as PDF documents with one PDF per entry bundled into a ZIP.

Finding the Feedback Export

Open Exports, select Create Export, then select Feedback under Forms. The export needs the Feedback feature.

Creating the Export

Once you're in the Feedback Export, use the Export Filters to refine what is included. All filters are optional. Leave them blank to export every feedback entry.

• From and To limit the export by the feedback entry's creation date.
• Status limits the export to feedback with a specific status.

Export Format

Under Export Format, choose Excel or PDF:

• Excel creates an Excel workbook (.xlsx) with one row per feedback entry.
• PDF creates a formatted PDF for each feedback entry. When more than one entry is included, the PDFs are bundled into a ZIP file.

The spreadsheet starts with Reference, Status, Sentiment, Assignee, complainant and subject details, Details, Follow-up Details, Created, Submitted At, and Submitted By. It then adds the fields used by the feedback forms represented in the results. Dates and times use your provider timezone.

Export Options

• Exclude archived is on by default, so archived feedback is left out.
• Exclude staff surnames is off by default. When selected, staff names are abbreviated to a first name and last initial in the spreadsheet and PDFs.

When you are ready, select Create Export.

Downloading the Export

When the export is ready it will appear on the Exports page where you can click Download to save it to your device.