Export form submissions

Exporting form submissions allows administrators to generate reports for analysis, auditing, or record-keeping. This is especially useful for monthly reporting, compliance tracking, or sharing data with other departments.

1. Log on to iTacit Admin Tools as an Administrator.

2. Navigate to Menu > Library > Form Submission Manager.

3. Use the Search Filters. Filter by:

   1. Form name (e.g., “Incident Report”)

   2. Date range (e.g., submissions from the past month)

   3. Status (e.g., Completed)

   4. Assignee or Subject

4. Click Search.

5. Use the checkboxes to select one, several, or all matching submissions.

6. Click the Action > Export
   
   
   

7. (For the Export option) Select values that you want to include in your export

8. Click Download Exported Values

9. A spreadsheet will be downloaded to your device containing all selected values

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Export Options

Exporting form submissions is a key feature in iTacit’s Form Submission Manager, allowing administrators to extract data for reporting, analysis, or archiving. Depending on your needs, you can choose from three export formats - each serving a different purpose.

1. Export

This option allows you to customize the export by selecting specific fields from a list. You choose what data you want to include - such as assignee name, form status, due date, or completion date.

Output Format:

• • A spreadsheet (.xlsx or .csv)

  • Contains only the fields you selected

2. Export with Answers

This option exports a spreadsheet that includes predetermined fields about the assignee and their answers to the form questions.

Output Format:

• • A spreadsheet (.xlsx)

  • Contains assignee details and all submitted answers

3. Export as PDF

This option downloads the entire form in PDF format, including:

• • Questions

  • Answers

  • Dates

  • Signatures (if applicable)

Output Format:

• • A printable PDF file

  • Mirrors the form layout as seen by the user