All forms can be exported in a report - these are called Registers.
Registers are able to be exported as:
- a XLS or CXV report of all fields in the form; or
- have a CSV template designed enabling you to extract the form information into a meaningful report.
Please note that you will need to have the appropriate access to run registers.
Accessing Registers
Generally you will have a link in your 'My Favourites', however if you don't Registers can be accessed by clicking:
- Workplace Central
- Analysis
- Registers
This will display the forms that you are able to run a register.
Running a Register
- If you would like to add a quick link to this page, click the 'Heart Plus' icon
- To Run a Register, click on the Export icon.
The Export Builder will appear, this is where you can specify the search parameters and run either:
- Standard Export - provides all fields of the forms either onscreen or via downloadable XLS or CSV file.
- Register Export - this provides a drop down list of custom exports that have been built with specific fields.
