Introduction
The Export to Excel feature extends the useability of forms by allowing app users to export them as Excel (.xlsx) files. Each file is a snapshot of the form(s) and its filter(s) exactly as they are at the time of the export, and it will not update dynamically based on changes made in Excel or Kepion. You can share these files with those outside your organization or use them to generate Excel charts and graphs.
This article covers:
- How to export one form.
- How to export multiple forms simultaneously.
- Resources for further learning.
Note: This feature doesn't support exporting Kepion charts to Excel currently.
Export a form
1. In an app, right-click a form and select Export to Excel.
2. Enter a name for the file in the File name field.
3. Select OK.
Your form will begin downloading.
Export multiple forms
Note: Please use Refresh on the dashboard pages with your target forms. Otherwise, the forms won't be available for export using this method.
1. In an app, select the action menu icon (≡) > Export to Excel.
2. Enter a name for the file in the File name field.
3. Select your target form(s).
Tip: Disable Current page only to export forms from other pages.
4. Select OK.
Your forms will begin downloading.