Showing posts with label export. Show all posts
Showing posts with label export. Show all posts

Thursday, December 2, 2010

Export your feedback form data

Data is constantly being stored in your Feedback form's data management result table and you can export it at all times in order to work in other formats.
The export option is also available for expired forms allowing the form owner to use the data even though the form is not active any more.

There a few available exporting options:Excel
XML
PDF Tabular (entries shown in a table)
PDF Continues (Each entry shown separately)
Report Tabular
Report Continues
CSV
Google Spreadsheet
Google Maps





Steps to export the data:
1- Enter the form builder 's data management tool and Get your data ready for export.
If you need to edit data-do it
if you need to export a slice of the data-filter it
etc.

2- fill In the “number of rows in page” (toolbox>filter> beneath of the filter terms). The reason for this is that the data entries shown on the first page of the report are the only ones that will be exported so you must first ensure that all the Data entries you want to export are displayed on this one page.





3- choose the export option and press “go”. An export window will pop up.

If for any reason the export pop up window doesn't open
If once trying to export your data (using one of our export options) the export pop up window does not open you will need to change your ie browser's security settings. The reason for this is that the explorer browser is set to identify and block a pop up window that tries to open a file.
steps to change this setting:

A- go to :
Internet options --->Security --->Custom level --->settings --->downloads
B - set automatic prompting for file download to enabled.
C - Save setting and close all dialog box

Sunday, October 31, 2010

Export the feedback form's data

When you receive a new data entry email from your feedback form the data is also stored in a data management tool, allowing you to manage it: edit, delete, view, import and export data.
The export option is also available for expired forms allowing the form owner to use the data stored up to the form’s expiration data.

There are a few export options and they are:
Excel
XML
PDF Tabular (entries shown in a table)
PDF Continues (Each entry shown separately)
Report Tabular
Report Continues
CSV
Google Spreadsheet
Google Maps

Steps to export the data:
1- Get your data ready for export.
If you need to edit data-do it
if you need to export a slice of the data-filter it
etc.

2- fill In the “number of rows in page” (Press on the 'filter' icon in the 'data' section of the upper toolbar nad choose the number of rows in page from the listbox on the bttom - * will choose all entries). The reason for this is that the data entries shown on the first page of the report are the only ones that will be exported so you must first ensure that all the Data entries you want to export are displayed on this one page.
3- Press on the 'export' icon in the 'data' section of the upper toolbar and choose the wanted export option. press “ok” to export. An export window will pop up.

If for any reason the export pop up window doesn't open
If once trying to export your data (using one of our export options) the export pop up window does not open you will need to change your ie browser's security settings. The reason for this is that the explorer browser is set to identify and block a pop up window that tries to open a file.
steps to change this setting:

A- go to :
Internet options --->Security --->Custom level --->settings --->downloads
B - set automatic prompting for file download to enabled.
C - Save setting and close all dialog box

Sunday, October 24, 2010

feedback form data management

When you create a feedback form using a form builder and collect data through it, the data is stored in a data management tool.
The data management tool allows you to view all the entries in your form, create charts, edit them, filter them, delete, export etc.
Following are all the things you can do in the management tool:

Data operations

1-Add new entry.
Sometimes you need to enter data privately (some people create forms for private use and fill them with data themselves).

2-Delete selected entries
once you select the entries in the result table (by turning on the checkbox in the left column) and press on "delete" these specific items will be removed from the result table.

3-Restore entries.
Entries that are deleted from the result table may be restored by pressing on the "restore entries" icon.

4-Export entries.
you can export several/all entries from the table to:
Excel, XML, PDF, REPORT, CSV, Google Spreadsheet, Google Maps.

5-Import Entries
Allows you to import data to the result table from an .XLS file.

6-Filter data
you can slice the data in the result table according to the existing fields. In addition you can determine how many entries will appear in 1 result page.

7-Cancel filter
you can cancel the filter terms and show all entries in the result table.

Report and Chart operations

8-Create new report
once you press on this icon you actually get the filter window, with which you can determine what data you want to appear prior to saving it as a report.

9-Edit Report
once you create a report you can edit its properties using this option.

10-Create new chart
you can create a new chart on the basis of the data in the result table (all data or sliced data). All you need to do is choose the field according to which the chart will be created, the formula (count, sum or average) and the chart style. There are many chart styles to choose from (bubble, pie, bar, area, line etc).

11-Edit chart
once you have a saved chart you can edit it by using this option.

12-Open report/chart
an option to view/work on a saved report/chart.

13-Save a report/chart
once you create a new report/chart you can save it for future use.
To save the report/chart you will be required to give it a name, a description and turn on the "share" and "create shortcut" checkboxes.

14-Properties
enables you to view and edit the report/chart properties (which were filled in the previous item – while saving)

15-Share
you can create a public report or public chart, enabling others to view the data, by using this option. In order to use this option report/chart must be saved and the "share" checkbox must be turned on in the "properties".

16-Print.
Enables you to print the data in the result table.

Tools Sub Menu (inside the result table)

17-info
view the entry in the form layout

18-Info mail
view entry in the email layout

19-Edit
enables to change the data entered in the entry.

20-Delete
enables to delete this specific entry

21-Remarks
allows you to attach a remark to this entry

22-Private forum
This option enables a form owner to reply to a specific entry and create a documented conversation with the specific user.

find out how to customize your data management result table

Read more about the data management work area