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Export to Excel

It is possible to export your form report into Excel in order to use it for statistical analysis. 

There are two methods you can export a report to Excel. The first method is to export through the reporting page:

  1. Go to the Reports section.

  2. Select the report you would like to export.

  3. Click the Excel button from the information pane in the right part of the screen:

The second method is to use the publishing functionality for exporting:

  1. Click the Publish button next to the appropriate report.

  2. In the Publish Options section select Export to Excel option:

The Publish options are available for exporting the report from both the Publish and the Reports pages:

  1. Select the export options:

  • Select Export labels only to export the report with labels only.

  • Select Export values only to export the report with values only.

  • Select Export values and labels to export the report with both values and labels.

  • If no options from the right column are selected, the report will be exported without headers.

Include identifiers section:

  • Select Question References to insert a header row with the references to the questions either in the Qx.Ay.Cz format (where 'x' is the question number, 'y' is the answer number and 'z' is the column number, if applicable) or using the question identifiers, if there are any. If an identifier is applied to an answer, but not to its question, the question number is omitted from the header, and only the reference to the answer identifier is included. If the Question References option is selected, two additional settings appear:

  • Select Column names in 3D matrix questions to show the labels for 3D matrix questions using the column names.

  • Select Column names in Object lookup questions to show the labels for columns of the object lookup questions based on the columns from the contact manager or the data model connected to the object lookup question in the form. 

  • Select Question identifiers to insert a row with question identifiers into the report.

  • Select Answer identifiers to insert a row with answer identifiers into the report. 

Include labels section:

  • Select the Question text option to insert a row with this text into the report.

  • Select the Answer text option to insert a row with this text into the report.

Include other information section:

  • Select the Question analysis codes option to insert a row with these codes into the report.

  • Select the Report metadata option to insert a row with the form's title and description into the report.

Include additional data section:

  • Select include system ID to include a respondent's system ID into the exported file. 

  • Select Include unique form URL to export each respondent's URL.

  • Select Include links to Reports By Respondent to export links to view individual responses.

  • Select Show overall respondent # to show respondents' actual sequence numbers within the report. This option is commonly used if you filter responses but need to keep their real sequence numbers.

  • Select Export summary to export the total information on your survey report.

If you would like to keep the exporting structure that was used before the changes released on April 18th, 2019, make sure that the following options are selected in the right column (the "Include additional data" section is configured per report).

2. Click the Export To Excel button.

3. Exported report will be downloaded to your computer. 

Exported File Format

1. Each response (one respondents answers to all survey questions) appears in one row.

You can export reports to Excel that contain more than 256 columns; however, such reports are divided into several Excel spreadsheets.

2. The sequence of columns will be as follows:

  • 1st column : the respondent's sequence number;

  • 2nd column: the date and time the survey was submitted;

  • 3rd column: respondent's email address (if the survey was distributed via our email system and was not anonymous);

  • starting from the 4th column the sequence of columns is the same as the order of questions and answer choices in the exported report.

3. The number of columns used for each question depends on question type, number of answer choices, answer labels and values set.

Accordance of questions and columns will be as follows:

  • Multi-Line Text Response - one column per question. The column contains response text.

  • Single Line Text - a column per answer field. Each column contains corresponding response text or numeric value.

  • Rating Scale - a column per answer choice. Depending on the export options it shows label or value of the selected scale item.

  • Matrix - a column per answer choice. The heading of the column contains the matrix row and column names. For example, in the Goods - Prices heading, Goods is the name of the matrix row and Prices is the name of the matrix column.

The cells of Matrix will be exported according to their format:
  • Pick One, if the radio button has been selected the column will contain label or value depending on the exporting options, otherwise it will be empty.

  • Check All That Apply, if the check box has been selected the column will contain number '1', otherwise it will be empty.

  • Dropdown Box, if the answer has been selected the column will contain the order number of the selected answer, otherwise it will be empty.

  • General, if the text field has been filled in the column will contain the text, otherwise it will be empty.

  • Pick One or 'Other' And Dropdown Box - one column per answer. This column contains text of the selected answer choice.

  • Check All That Apply And List Box - a column per answer choice. If the answer choice has been selected, the column will contain text of the answer choice, otherwise it will be empty.

  • Numeric Allocation - a column per answer field. Each column contains corresponding numeric value. Additional column is exported for the total sum of values.

  • If your question contains Other or Comment field, a column is added to display text responses.

  • If you selected to set labels for answers, answer texts are replaced with the corresponding labels.

  • If you selected to set values for statistics or decided to use the default ones, a column is added next to the answers to display the values.

  • If you selected to set both labels for answers and values for statistics, answer texts are replaced with the corresponding labels and a column is added to display the values.

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