Export Intake Forms List to a CSV

If you'd like to export a list of submitted intake questionnaires, the system allows you to do this while applying various filters so you can export only the specific data you need. It will go into a CSV file, you can open this in a program like Microsoft Excel.

Take note that this is not the same as exporting the actual data contained within the forms, the following article speaks more about this: Exporting Your Clients' Data

To export a list of intake form to a CSV, follow the steps below:

  1. Navigate to "Lists > Intakes".
  2. Use the filters to narrow the results if needed, be sure to click "Search" when done.
  3. With the proper intake form list on screen, click the arrow on the right side of the search button, then select "Export to CSV".

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