To download form results and get access to the answers your activists provided when they took action on your form, click the "Form Answers" tab on your form's manage page.
Generating form answers
Click the "Generate" button to download a spreadsheet in CSV, including a activist's name, email address, mobile number, address (if you are an Action Network partner), city, state, ZIP/postal code, country, referrer, source code, timestamp, and the answers they provided to each additional question. Optionally you can choose a start or end date and only download answers in that range, and you can also add additional custom field columns that are not present on the form itself, to pull additional data into the download.
Downloading a previously generated report
If a report has previously been generated you can directly download that report again, instead of waiting for a new one to generate. The date and time when it was generated will be listed, so you can understand how fresh or stale the data in that report will be. Click "Download" to download it directly, or click "Generate" to generate a new report, with fresh data, and be emailed when it's ready for download.
Viewing latest 100 activists
You are able to preview the latest 100 action takers and their data in a table above the reporting buttons. This table will show all the data that would be downloaded by the report buttons, so you may not even need to generate or download at all!
You can also remove activists' submissions from here. This will also remove the action from their activist record. Check off the box next to their name or check off 'all' in the top right. Then click 'remove submissions' on the left.
Giving report access
You can choose who can download form answers in the ‘Report Access’ section. Any administrator of your group will have access to this section. But you can give additional people access to these form answers by typing in their email address and sending them an invitation. They will not be able to edit the action, only access the ‘Form Answers’ tab.
When you send the invitation for someone to access the form answers, they will receive an email with a link to create an account (if they don’t have one already), a link to view the report, and instructions not to delete that email. As the administrator, your email address will be in the reply-to, so they can contact you with any questions. You’ll receive an email when they’ve accepted the invitation. They will have limited view of the action manage page, and only be able to view the form results, the last 100 action takers, generate a new report, or download the last generated report.
As the administrator, you can scroll down on the ‘Report Access’ tab to see the ‘People with Access’ section. Here, you can see who still has not accepted access and created an account — they will have two buttons next to their email address that allow you to ‘resend invite’ or ‘cancel invite’.
You can also see who currently has access to the report. You’ll see a red ‘remove’ button next to their name, which will remove access from the report. If you remove them from report access, if they try to access the report again they will be redirected to their dashboard.