Help > Admin Guide > Taskstream > How to extract data from completed forms

How to extract data from completed forms

Fluix Datasets

Data collected by remote teams in forms in the Fluix app can be automatically aggregated and extracted into spreadsheets for further export and analysis.

How to start extracting data?

Data is extracted from forms that were filled out and submitted by your end-users within Fluix taskstreams. The data is saved to a report called Dataset and can be then downloaded in Excel/CSV.

To create a dataset:

  1. Navigate to the Data section of Fluix admin portal, tab Datasets.
  2. Click New Dataset, name it, and click Create.

Note: If there are no taskstreams yet, create one first, with the forms that you would like to extract data from.

  1. Select the taskstreams and then the forms you need the data from.

Each dataset will include the list of submitted forms, columns with the fields, and data that was collected in the forms:

By selecting any dataset, you can RenameShare as CSV/Excel, or Delete it:

Feel free to contact us at support@fluix.io if you have any questions or comments.

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