Export Data
Submission data can be downloaded from the admin panel in four file formats. Exports are filtered by date range and support configurable columns so you get only what you need.
Navigate to Actions → Plugins in the agent sidebar, open your Chat Form plugin, go to the Submissions tab, and click Export.
Export Formats
| Format | Best for |
|---|---|
| CSV | Opening in spreadsheet tools, importing into databases or data pipelines. |
| XLSX | Formatted Excel files with column headers ready for review or sharing. |
| JSON | Programmatic consumption or integration with other systems. |
| Printable reports with a formatted layout. |
Export Options
| Option | Description |
|---|---|
| File Type | The output format: csv, xlsx, json, or pdf. |
| Start Date | Include only submissions on or after this date. Leave blank to include from the earliest record. |
| End Date | Include only submissions on or before this date. Leave blank to include up to the most recent record. |
| Title | A custom title printed at the top of PDF exports or used as the file name. |
| Date Format | How dates appear in the export (e.g., dd-MM-yyyy, yyyy-MM-dd). |
| Thousands Separator | The character used to separate digit groups in numeric values (e.g., . or ,). |
Optional Columns
By default, exports include the submission date and all question answers. You can optionally include:
| Column | Description |
|---|---|
| User ID | The internal identifier of the submitting user. |
| User Email | The email address of the submitting user, if available. |
| User Name | The display name of the submitting user, if available. |
Sensitive columns are opt-in. Enable only the columns required for your use case.
Column Headers
Each question's Report Column Title is used as the column header in the exported file. Set these values when building your questionnaire to ensure the output is readable without needing to cross-reference field names.
Export History
Every export operation is logged. To view past exports:
- Go to the Submissions tab and click Export History.
- The history shows each export's file type, date range, record count, and whether it succeeded or failed.
Export history is useful for auditing when data was extracted and by whom.
Related Pages
- View submissions — browse submissions before exporting.
- Manage versions — understand how versions affect exported data.
- Chat Form overview — full setup flow.