Bulk Excel Export

To Bulk Export Submissions:

1. Log in to FormDr
2. Select ‘Integration‘
3. Select ‘Bulk Excel Export of Received Forms’

Bulk Excel Export

Easily export patient submissions from a specified date range and select from which forms. The Excel Sheet will be formatted so the column title correlates to your form’s questions. Each row beneath the column title is a patient’s submission. Select the date range (from date/to date) followed by the forms you would like to export from under ‘Filter by forms.’

*NOTE: You can only export 30 days at a time. 

1. Select the "From Date" by clicking on the field and selecting a date on the calendar.

2. Select the "To Date" by clicking on the field and selecting a date on the calendar.

3. Click on the "Filter by Forms" field to select your form. Once you have selected a form the "Export Excel File" button will activate for you to click.

3. Click on "Export Excel File." 

Export with Custom CSV Column Names
Need to name a column differently than what is on your form? Simply go to ‘My Forms’ > ‘Edit Forms’ to pull up the builder. When editing forms in the builder, select the field that needs the new CSV column name. Select the ‘edit’ button on this field, in the ‘Inputs’ area you will see a ‘CSV field name’ – type the custom column title in this area and publish your forms.