How do I export the brief/form?

Modified on Wed, 8 Oct at 5:36 PM

You can download and export into excel all of the forms present in any brief/form at any time.

IB_PP_Horizon_Line_1_Hero.png
  1. Navigate to the brief/form you would like to export the data from
  2. Click the Three Dots Menu (⋮) near the top-right of your screen
  3. Select the Export option
  4. Select Export Type:
    • Export for General Use - shows information for all fields, but is not designed to make adjustments to existing forms or add new ones
    • Export for Re-import - allows you to make adjustments in bulk to existing forms and/or add new forms/records
  5. Select EXPORT NOW

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article