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How do I export my mobile survey data to my device or online service

If you would like to work with your data outside Nest Forms or wish to create a historical backup of your data outside the Nest Forms service, we can help you achieve this in many ways that should be of use to you (Excel, PDF, Word, Images ZIP file, Charts or external services like Google Drive, Google Spreadsheet, DropBox, Microsoft OneDrive or Microsoft SharePoint).

Remember to approve your responses before you export your data!
How do I approve responses?

In order to Export your Responses, just go into the Form Responses page, mouseover the Export heading, and you will see the menu options below. Then choose your preferred option depending on whether you are exporting data or files associated with the responses.

Export Submenu in Responses page

Below we have summarised the most used and requested export options available to you. Our goal is to give you a brief overview of what is available to you and how to perform the export itself.

Downloading all responses to Excel  #

Just mouseover “Export” at the top of your list of survey forms when viewing your responses, and select “Export to Excel”, once selected, your browser will begin to download the exported spreadsheet of responses based on your current filter.

Please find a sample Excel export file that will show you the basic structure of your Excel export. Each response is on a per line basis. The structure will obviously vary depending on the name and number of fields within your form. You can download either an xlsx or cvs file.

We also have a fully customisable flat excel export option.

Downloading all responses to PDF #

In the same way, you can mouseover “Export” at the top of your list of survey forms when viewing your responses, and select “Export to PDF”, once selected, your browser will begin to download the PDF document of all Responses based on the current filter. See our PDF example export file.

If you wish to have each response on separate page you can do so by selecting PDF settings on "Export to PDF" item in the menu. This will open a window where you set these changes.

Advanced users and up have option of adding logo & branding to their exported pdf files. Additionally Premium users are allowed to remove Nestforms logo from their files entirely. 

Downloading one response to Word #

By mousing over your responses individually, you have the option to download the individual response as a word document. See our word export example.
We can also customise this export for you if you are on the Advanced and Premium model.

Downloading all images and other file types in a zip file  #

This handy feature enables you to save all of your images or audio files within separate Zip files, this can be used if you simply want to backup your files or pass the data to a client.

 

Downloading your Survey Charts #

As an HTML file
If you want to save the survey charts as a separate HTML file, this option is available to you also.
As a Zip file
Downloading your Charts as a ZIP file means you receive the files as separate images allowing you the freedom to manage the charts as you see fit.

 

Exporting responses to Google Sheets #

You just need to authenticate your account first.

Then when you run the export, all approved data will be transferred into Google sheet within your Google account under the Survey form name.

You can run this export incrementally - each following export will add missing responses to your existing spreadsheet. See more on incremental updates.

Exporting images to Google Drive #

You just need to authenticate your account first.

Now when you run an export. All images will be exported into your Google Drive account. They will be ordered into separate folders in the following format:
NestForms > Form name > Event name > files

Exporting images to DropBox #

You just need to authenticate your account first.

Now when you run an export. All images will be exported into your DropBox account. They will be ordered into separate folders in the following format:
NestForms > Form name > Event name > files

For your own security, Nest Forms will be able to access only files within the NestForms own directory and no other files in your account.

Exporting to Microsoft Excel OneDrive or SharePoint #

You just need to authenticate your account first.

Then when you run the export, all approved data will be transferred into an Excel sheet within your Microsoft account under the Survey form name.

If you have a SharePoint Account, you will also see an export option to Excel in SharePoint. All data will be exported to your default SharePoint account.

You can run this export incrementally - each following export will add missing responses to your existing spreadsheet. See more on incremental updates.

Exporting images to Microsoft OneDrive or SharePoint #

You just need to authenticate your account first.

Then when you run an export. All images will be exported into your Microsoft One Drive account. They will be ordered into separate folders in the following format:

NestForms > Form name > Event name > files

If you have a SharePoint Account, you will also see an export option for media files to SharePoint. All data will be exported to your default SharePoint account.

Only images within approved and pending responses will be exported.

 

Third party authentication #

When exporting to a third party service, you will always need to authenticate your third party account in order to be able to send exports.

This process is very simple, just go to your profile page in NestForms, scroll down to “Other features”, you will find different options available to you for connecting with Google, Dropbox or Microsoft. Just click to the “Authenticate” link in order to connect NestForms with the service. You will then be redirected to the third party website. If you are not logged in to the third part website within the same browser, you will be asked to login. Then you will need to confirm the permissions that NestForms requires in order to proceed with your exports. When all is processed successfully, you will be returned to NestForms and will see “Already authenticated” beside selected service. Congratulations, Now you’re connected!

You can also revoke the NestForms permission at any time by clicking to “Revoke Authentication” which will remove the connection to your profile. This has no effect on data that was already exported to your Third party account. Then you can Authenticate again and connect via another account.

 

How Nestforms manages incremental updates #

If you run a manual export on the responses page - NestForms checks what responses you want to export, then checks which responses were already exported (these are ignored) and we then add new lines for each missing response.

Triggers - when there is a trigger, NestForms is only processing new responses, so each new response is simply added to the end of the spreadsheet.

You must keep the format of the Spreadsheet if you want to continue updating responses into the same Spreadsheet.

 

How do I approve responses #

You need to check that your responses are approved before you export them. 

If there are a lot of responses and you are happy to approve them all without checking the content, you can bulk approve all responses on the responses page, by mousing over Form actions & click on Approve all Approve all

Otherwise, you can click on the approve icon beside each Response - Approve or Reject


Approve submenuIf you made a mistake, you can click to the approve or reject icon by using the right button on your mouse, you will see a popup menu where you can reverse your decision.