Exporting and Archiving Data

Another important step in managing your data is being able to share it, either with staff or citizens, or to have it imported into another system.

Exporting submission data is useful when you would like your data in a Comma-Separated Values (CSV) file format, which can later be viewed in a spreadsheet and easily uploaded into software supporting this like Microsoft Excel.

This Module will teach you how to:

1. Export and Share Submissions

2. Delete Data

How to Export and Share Submissions

You can export all submissions or specific submissions from the Submissions Manager. You can even include the attachments and PDF associated with each submission.

1. From the Submissions Manager, click the checkbox(es) for the submissions you'd like to share.

2. Click on the export icon in the dark gray toolbar.

3. In the popup, you will have an option to select to download the submissions as a CSV, as well as the Completed PDFs and any attachments. While the export will automatically be sent to the email you are logged in with, you can choose to have it sent to a different email address.

How to Delete Data

You can delete submissions just as easily too! Just like exporting, you can choose to select certain or all submissions and delete it.

Excellent!  Putting your data to work is half the battle and now you can do just that.

‍