Export Custom Form Responses

An Excel or CSV file detailing the responses for a specific form can be exported from GrantsConnect using the Data Hub tools. The export includes responses for the form used in a user-specified program or across all programs in which it is used.

Note: The data included in your export is dependent on your permissions. Learn more.

1. Navigate to the Reporting > Data Hub > Custom Forms area.

2. Select the Build new export button.

3. From the Custom Forms Export screen, specify the information to be included in the export.

   1. Provide a name for the export. This is the name under which the export will be saved in GrantsConnect.

   2. Include a brief description.

   3. Select the form to be exported.

   4. Select any specific programs to be included in the export. If no programs are selected, then all programs utilizing the form and to which the user has access will be included in the file.

   5. Specify the file type (i.e., Excel, CSV).

   6. Determine if masked Applicant information should be included.

      Warning: If the user does not have the Grant Application - Can View Masked Data permission, this information will not be included in the export even if this option is enabled.

4. Select Build to generate the export.

Depending on the size of the programs selected, it may take a few minutes to generate the export file. The system will automatically send an email to the user that initiated the export when the file is ready.