Export Entries

You can filter and export entries in multiple formats, including CSV, Excel® (.xls), JSON, PDF, Word® (.docx) and Shapefile. This lets you import and use entry data in other platforms.

Video: How To Export Entries

To export entries

  1. On the upper left of the Entries module, click Export. The Export Entries window opens.

    The Export Entries window, with options to filter by status, forms, tasks, and applicants. There is also a checkbox to include entries from jurisdictions, a searchbox to search through text from entries, and a field queries section.

  2. Take any of these actions:

    Select the Show checkbox.

    Click Select Status and deselect any statuses you want to exclude from the filter.

    In the corresponding menus, select one or more forms, tasks, or applicants.

    Enter text into the Search Text box. This searches through all text within entries.

    In the Field Queries section, take these actions to create an expression.

    1. In the Select Field menu, select a field such as Zip Code, Category, and Estimated Cost.

    2. In the Operator menu, to select an operator such as Equals, Contains, or Greater Than.

    3. In the Value field, select or enter a value. For example, if you selected the Estimated Cost field and the Greater Than operator, you might enter a value of 100,000 to filter for entries with an estimated cost greater than $100,000.

    4. If you want to filter by multiple conditions, click Add Condition and select additional fields, operators, and values.

    5. Use the menu next to Conditions Met to select All or Any conditions.

      • If All is selected, the filter will only output entries that meet every condition you created.

      • If Any is selected, the filter will output any entry that meets any of the conditions you created.

    Select the Stamp Photos checkbox.

    Select the Exclude false/no values (PDF only) checkbox.

  3. Click CSV, Excel, JSON, PDF, Word, or Shapefile to export entries into the corresponding file format.