👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
This guide provides step-by-step instructions on how to export responses from form templates. It explains how to navigate to the Reports module, select the desired form template, scoring template, and groups, and export the forms. This guide is useful for anyone who needs to export form templates and their responses for analysis or reporting purposes.
🛠️ Prerequisites
Users must ensure that they have completed following listed actions:
Created a form template How to Create a New Form Template
Set up Groups to segment your supplier data Groups Module
Invited suppliers to complete their assessment Creating Multiple Organisations using the Bulk Upload Process
📝 Step-by-Step Guide
1. Click on the Navigation menu on the top left-hand side of the page.
2. Click on Reports module.
3. The landing page in Reports module is Report Builder, click on Export Forms tab.
4. Click on Form Template field and select the relevant form template you wish to export responses for. We have selected Modern Slavery Questionnaire template in this training guide.
5. Click on the Score Template field to select the relevant scoring template (if applicable).
6. Click on Group field to chose the groups you are creating the report for. In this instance, we selected FY22 and FY23 groups.
7. Toggle on Only submitted forms to include questionnaires that have been submitted by your suppliers.
You will have an option to filter specific dates after toggling this on.
8. Toggle on Only most recent forms to include supplier questionnaires completed in the most recent year.
9. Click on Request Report to export the selected forms.
Export Forms reports cannot be scheduled for automated delivery, unlike other reports in the Reports Module.
If the toggles shown in Steps 7–9 are not enabled, the exported data will include all supplier forms—regardless of their status (not started, in progress, or completed)—that use the selected form template. This data will be emailed as a .csv file to the email address associated with your application login.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.