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:
- Navigate to the Progress & Results section of Fluix admin portal, Datasets section.
- Click New Dataset, select the Taskstream, tasks, and forms from which you would like the data to be extracted upon submitting the task.
Note: If there are no taskstreams yet, create one first, with the forms that you would like to extract data from.
- 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 the data collected in the forms.
When selecting any dataset, you can:
- Rename it;
- Share it as CSV/Excel;
- Export it to BI platforms such as Power BI, Tableau, and many others;
- Delete it.
Feel free to contact us at support@fluix.io if you have any questions or comments.