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Manage data that website users submit in online forms
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From Site explorer, click Forms. Forms appears. |
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To view information about the forms on your website and manage the data that website users enter on the forms, select the Data tab. |
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On the Detail tab, entries appear for the data that website users enter. To filter the entries, enter your search criteria and click Search. Entries that match your criteria appear. |
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To search a particular site, enter the site in the Forms created on field. |
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To search for data from a particular form, select it in the Form field. |
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To search for data from a particular form type, select it in the Type field. |
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To filter data according to whether users started or completed the form, use the Status field. |
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To filter data according to when users completed the form, enter a start date in the Date completed field and an end date in the To field. |
Note: The Date completed and To fields are disabled when you select “All” or “Started” in the Status field because you cannot search for forms that were started during a period of time.
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To filter data according to whether you created PDFs, use the Print status field. |
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On the Summary tab, statistics appear for all forms on the website. The list includes the number of times website users started and submitted each form on your website. |
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On the Export & Print tab, you select the criteria to filter forms for print or export. For more information, see Export or Print Form Data. |
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On the Payments tab, you can review the payment status for a form and export the payment information to a .csv file. For more information, see Form Payments. |
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To manage the data that website users submit, select the Detail tab. Entries that match the search criteria on the Data tab appear. |
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To view a form’s data, click a user name under Name. An HTML version of the form appears in a separate window. You can use this HTML as a preview before you perform any actions. |
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To create a PDF with user data, select the checkboxes for the data to include and click Print. The PDF appears in a separate window. You can save or print the PDF for your records. |
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To create a comma-separated-values file with user data, select the checkboxes for the data to include and click Export. The program creates a .csv file that you can edit in Microsoft Excel. |
Note: You cannot create a .csv file with data from multiple forms. All the entries you select must include data from the same form.
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To delete entries, select the checkboxes and click Delete. For example, you may want to delete entries after you process the data. |
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As website users create and submit forms, the program updates the Data tab. To manage the data from your online forms, you will need to monitor the Data tab. |