Export Intake Forms List to a CSV
Export a list of submitted intake questionnaires to a CSV file to open as a spreadsheet.
Note: This is not the same as exporting the actual data contained within the forms. This article explains more about this: Exporting Your Clients' Data
- Click Lists → Intakes.
- Use the filters to narrow the results as needed.
- Click Search.
- Once the list generates, click the arrow on the right side of the Search button and select Export to CSV.