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Exporting Forms

Export all or specific form responses individually or in bulk (PDF or CSV) to streamline data management and reporting.

Written by Jas King

ShiftCare allows you to export form responses individually or in bulk, either across all forms or for a specific form, using multiple format options.

This guide includes:

Bulk Exporting

Exporting All Responses for a Specific Form

  1. Navigate to Forms > List. A list of all your forms will appear, including details such as type and status.

  2. Use the filters at the top of the page to narrow down the list, if required.

  3. From here, you can click the three vertical dots corresponding to the form you select and click 'Export'. The responses will be bulk exported as a single PDF file.

  4. Alternatively, you can also locate the form you want to export and click 'Responses Received'. The page will display the response details for that specific form.

  5. Click the Export icon button to download the responses for this form only. Click here to learn about the export format options.

  6. An email containing the exported file will be sent to your account’s registered email address. Click the download icon in the attachment to save it.

Exporting All Form Responses

  1. Navigate to Forms > List from the sidebar menu. A list of all your forms will appear, including details such as type and status.

  2. Use the filters at the top of the page to narrow down the list, if required.

  3. Click the Export icon button to export responses for all forms currently shown in the list. Click here to learn about the export format options.

  4. An email containing the exported file will be sent to your account’s registered email address. Click the download icon in the attachment to save it.

Exporting an Individual Form Response

  1. Navigate to Forms > List. A list of all your forms will appear, including details such as type and status.

  2. Locate the form you want to export and click 'Responses Received'. The page will display details about the individual responses for that form.

  3. Click the three vertical dots corresponding to the specific response you want to download and click 'Export as PDF'. The response will be exported as a single PDF file.

  4. An email containing the exported file will be sent to your account’s registered email address. Click the download icon in the attachment to save it.

Export Format Options

When you click the Export icon button, you’ll see four export options:

  1. Bulk Export as Single PDF: Each response is on a separate page in one combined PDF file.

  2. Bulk Export as Multiple PDFs: Each response is saved as a separate PDF file.

  3. Bulk Export as PDF (Table): All responses are compiled into a single table in PDF format.

  4. Bulk Export as CSV: All responses are compiled into a single table in CSV format.


For further assistance with Exporting Forms, please contact our Support team using online chat when you're logged into ShiftCare, or email our Support team at support@shiftcare.com.

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