Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
Export approved record views without hidden field values.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
Turn form submissions into consistent CSV rows with gaps visible.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
Check monthly exports before placing them in the shared folder.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Build review CSVs with approved columns and reconcile row counts.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.