View Form Data

Table of Contents

Overview

In Site Administration, you can view the data captured on forms that have been filled in a submitted.

Requirements/Dependencies

• Login with ShareVision Administrator permissions

• A form with data that you would like to view

 Instructions

Viewing Form Data

1. Login to ShareVision with a user account that has Site Administrator permissions

2. Select (click on) your name in the upper right hand corner

Open

3. Select Site Administration on the menu that appears

Open

4. The Site Administration Home page will be displayed. Select Forms in the Site Content section:

5. In the search bar at the top of the Forms window, search for the form. In this example, we will type “intake” to search for the Intake form and select Search

6. Select the three dots on the left side of the Agency Referral form that will be displayed in the search results and select View Form Data

7. A list of the form data will be displayed. Each row is the data from a separate entry

8. There are a few options when viewing form data:

   1. Search: You can search for data on forms by entering it in the Search box and selecting search. The list will refresh and will display any records that macth what you were searching for

   2. Select all: Selects All rows. When one or more row is selected, the Delete button will appear
      
      

   3. Deselect all: If one or more rows is selected, this button will allow you to deselect all selected rows

   4. Column Visibility: When viewing form data, some of the fields on the form will be displayed as columns. Column visibility allows you to add or remove columns from the rows. Selected columns will appear in the list while deselected columns will not
      
      

   5. Copy: Copies all displayed rows to the clipboard which can then be pasted in a document, email, spreadsheet or other app on your computer.
      
      Note: Only the data for the displayed rows is copied. If there are 135 rows of data and the number of entries to show is set to 10, only the 10 rows will be copied. You can adjust how many entries to show at the bottom of the rows.
      
      

   6. Excel: When selected, the diplayed rows will be exported to Excel. You can open the Excel file by selecting it when it appears in the upper right hand corner or by going to the folder where downloaded information is stored on your computer.
      
      

      
      Note: Only the data for the displayed rows is copied. If there are 135 rows of data and the number of entries to show is set to 10, only the 10 rows will be copied. You can adjust how many entries to show at the bottom of the rows.
      
      

   7. PDF: When selected, the diplayed rows will be exported to PDF. You can open the PDF file by selecting it when it appears in the upper right hand corner or by going to the folder where downloaded information is stored on your computer.

      
      Note: Only the data for the displayed rows is copied. If there are 135 rows of data and the number of entries to show is set to 10, only the 10 rows will be copied. You can adjust how many entries to show at the bottom of the rows.
      
      

   8. CSV: When selected, the diplayed rows will be exported to CSV. You can open the CSV file by selecting it when it appears in the upper right hand corner or by going to the folder where downloaded information is stored on your computer.
      
      

      
      Note: Only the data for the displayed rows is copied. If there are 135 rows of data and the number of entries to show is set to 10, only the 10 rows will be copied. You can adjust how many entries to show at the bottom of the rows.
      

   9. Print: When selected, the diplayed rows will open in a new browser tab and the Print window will be displayed.

   10. Actions (View, Edit and Delete): The Actions menu is displayed when the three dots are selected on one of the rows. The Actions menu allows you to view, edit or delete the form
       
       

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