PSG Forms - Form Responses: How to sort and export form responses

How to sort and export form responses

  1. Go to Forms.
    NavPain_Forms.png​ 

  2. In Form Manager, you may sort the form by responses or filter the forms to narrow down the number of forms that list on the page.
    sort_by_responses.png

  3. To find the form with the responses, you may use one of several techniques.

    • Use the search field to search for the form by name.

    • Use the funnel button to toggle two search filter options: Status and Category; filter on either of these or both.

    • Use the ellipses to the right of any column header to sort the column by ascending or descending order.
      Sort_Form_and_Find_Form.png

  4. Once you find your form, click on the responses button as shown above.
  5. This will bring you to a page with the responses.
    • Here you may move any column left or right.
    • Or use the ellipses to the right of any column header to filter the form responses.
      form_response_filter_options.png
    • Here's is an example of the options the Payment ellipse offers:
      filter_in_form_results.png
  6. When you have ordered the columns and filtered the form responses according to your preference, you may export the responses to Excel.
    Export_as_CSV.png

How to print and delete form responses

  1. To print a form response, click on the individual response you wish to print.
    Select_the_form_to_print.png
  2. Once you're in the response, select the type of data format you would like to use for printing (i.e. Completed Form, Raw Data, or Payments).
    select_form_format.png

    The COMPLETED FORM option looks like an actual form:
    Completed_form.png

    The Raw Data option just includes the data from the form without the formatting.
    Raw_data.png
    The Payment History option looks like this:
    Payemnt_history.png
  3. Click the Print button in the top right corner.
  4. To delete a response from the form simply click the Trash Can button.

 

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