This article explains how to export data from Gruntify below.
How to Export Data
Before you are able to use the export feature, be sure to reveal the Export Button by revealing filters by clicking the filter button in the top right.
Filters and Queries can be used to find the specific forms you would like to export. More details about how to use filters are detailed in Filters and Queries and will not be covered in detail here.
The Export Button
In order to use the Export button you must only have one type of form specified in your selected requests such as when selecting items in the table or a single form selected in the active filter.
When you select eligible items to be exported and you click the export button, you are able to select the type or format of you export according to the item being exported.
Enterprise Reports and Exports Enterprise
Enterprise customers may have custom exports attached only to certain forms. In order to use these exports, be sure to filter by the certain form that your enterprise export is attached to see it in the export menu.
Types or Formats of Exports
General reporting on most user-entered data can be created using standard customized report templates. The formats Gruntify has available are:
PDF Reports can be customised and are best for online reading or printing.
CSV Reports can be used to import data to Excel and are best for numerical data.
GeoJSON Reports can be used for importing into another system and are best for locational data
Custom Template Reports More details about custom report template are available in Report Templates
Why do I get multiple CSV's when I export my data?
Gruntify allows you to add or remove fields from a form. But then the data collected in the past may not fit the new form properly. Where would you see the values used in the past for the fields that were removed? Leaving the new fields blank isn't right either. For example, if the new field was a Mandatory Yes/No answer to "Is there sprinklers fitted?" you can't just assume either a yes or no answer for older data that doesn't have an answer.
To avoid this problem, Gruntify makes a new version of your form and automatically matches the data to the form used when the data was collected.
When you export the data to a CSV, we create one file for each form version applicable to the data. This avoids showing empty columns (for the added fields) or missing values (for the removed fields).
The next two video tutorials will explain how to create report templates in further detail and then how to run the reports. The examples given are for Requests, but the same principles apply to Jobs and Assets.
If you are working your way through the Getting Started tutorial trail, go on to Step 10: Completing the Trial.