Viewing/Downloading Form Responses

Video Tip - Go to the 4:27 mark of the video to view information on how to view and download form responses.

You can easily view all form responses sorted by respondent or by question as well as download PDF and .CSV files of form responses.

To View/Download Form Responses Sorted by Respondent:

  1. Click on the "Forms Builder" tool button on the Event or Lead Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Forms Builder" tool.
  2. Find the appropriate Form and click on it.
  3. Click on the "Responses (by Respondent)" tab.
  4. To view the responses for a particular respondent, find the person's name and click on their name.
    • To download the responses for the respondent, click on the "PDF" link under their name.
    • To delete the responses for the respondent, click on the "Delete" button. NOTE: This will permanently remove their responses, and this data is not recoverable.
  5. To download all responses for all respondents (sorted by respondent), at the top of the page click on the "PDF" or "CSV" button (you can open the CSV file using Excel or Google Sheets).

To View/Download Form Responses Sorted by Question/Form Item:

  1. Click on the "Forms Builder" tool button on the Event or Lead Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Forms Builder" tool.
  2. Find the appropriate Form and click on it.
  3. Click on the "Responses (by Question)" tab.
  4. To view the responses for a particular question, find the question and click on its name.
    • To download the responses for a particular question, click on the "PDF" link under it.
  5. To download all responses for all questions/form items (sorted by question), at the top of the page click on the "PDF" button.
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