Exports

In this section we will discuss how to get data out of your organization for external use.

Requests exports

There are ways to export your requests and they are the PDF export of individual requests and the spreadsheet export of a list of requests.
We will discuss the two types of exports below

PDF Exports

Sometimes you might want to get a request out of the platform to share with external parties or store it in a different way, this can be achieved by downloading a PDF version of the request which can be share or printed. To do that preview the request and click on the 3-dot menu and select download PDF as shown below.

Spreadsheet Exports

You may want to get a list of request in spreadsheet format for external analysis or other categorization, to do that select a form on the request page as shown below and slick on the "Export" button menu and a menu will that will help your customize your export as shown in the screenshot below

FAQ