Automating your reporting process is now possible with Formstack using the new Scheduled Exports feature! With Scheduled Exports, you are now able to schedule a report to run daily, weekly, or monthly. Daily - schedule for a specific time of the day Weekly - schedule for a specific day and time of the week Monthly - schedule for a specific day and time of the month Note: The time zone for scheduling will be based on the time zone set on the form. By default, the "All Submissions" filter will automatically be applied. Key Things to Remember Reports can only be sent to other users within your Formstack account Forms with encryption on the submissions cannot be used with scheduled exports. They must be exported manually by a user with appropriate access.

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June 26, Updated You have choices as to what part of your Formstack data you want to export. You can export all of your data, all data since the last download, or you can manually choose what data to export.

When you choose your desired format another box will come up asking if you would like to add any other email addresses to receive the export. If you have any to add just put them in the box under you email address that states "Add additional emails separated by commas".

Once you have all the email address you want in there to receive the export just click on "Export All Submissions In Filter" and it will be added to the queue and you will receive it via email shortly after. Click this to choose your export output. With this Export option, it will not email the file to you but download it immediately. To create a report, click the "Create Custom Filter" button at the top of the submission database.

Once the report has been created, you can filter the data via the " Edit Filter" icon that will appear automatically along the top of the page. For example, to filter data by the date submitted, choose this filter option and then enter the date ranges as shown in the example below.

Be sure you choose the appropriate option. On the other hand, "Any" indicates that data that meets any of the criteria, but not all listed, will be shown in the report. After you have created your filtered report, you can export the report in its entirety or just selected submissions of that report via the Export option on the bottom right of the screen. You can verify this by opening the CSV file in a plain text editor such as notepad to see that the characters are correct.


Exporting Data

Updated Formstack makes it quick and painless to get your form onto the web. You can decide to stay in the editor at this point or proceed directly to the Publish Options page. The Publish Options page provides you with a set of tabs that offer four distinct ways of distributing your form: 1. Embed Code The Embed Code tab provides you with a unique code that can be used to embed your form into your existing website. To use this embed code, simply copy the code to the clipboard and paste it into any page on your website. Note that Lookup fields are not supported in iframe-rendered forms.


Publishing Your Form

Features Import and Export Data Easily import and export data. No matter where your information needs to go, Formstack lets you import and export data with ease. Use your exports to review customer feedback, analyze survey results, or compare the success of marketing campaigns, events, and more. Export important submission details, such as current approval status.

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