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"Export Report to CSV" Workflow action details

Generate and export a single CSV file containing your selected text-based Form data.

🗒️ Note: The Export Report to CSV action requires an Advanced subscription.

Table, Image, Location, Signature, and Sketch fields cannot be exported.

Open your CSV files with spreadsheet or data analysis software (like Microsoft Excel) to manage and analyze your data.

When you open your CSV, you will see multiple rows of data. The first row contains column headings explaining the following rows. The number of rows included in your export determines the number of additional rows.

GoFormz Export Report to CSV action with Select Report for Export, Define Export Delimiter, and Include newline characters settings, plus CSV URL(s) and Includes Data outputs.

The following inputs are necessary to setup your Export Report to CSV action:

  • Report is a drop-down menu where you select the GoFormz report you want exported. This configuration detail is required.
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  • Decide how separation of your columns is indicated when you define your export delimiter. By default, your export delimiter is a comma (",").
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  • Activate Include Newline Characters to enable your Workflow to handle multi-line text fields.

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