ARE THERE DIFFERENT WAYS TO FILTER THE FORMS TO ONLY EXPORT WHAT I NEED?

Data Export Filter Options

When exporting forms, you have the flexibility to customize your export by applying specific filters to narrow down the selection.

Date Filters: Select Time Frames

  • Use the date filters to specify a time frame for the forms you want to export.

  • This feature is helpful for generating reports for specific periods, such as monthly or quarterly analyses.

Division Filters: Organize by Department

  • Filter forms based on divisions, allowing you to export data specific to certain departments or teams.

  • This filtering is beneficial for analyzing data within distinct divisions or for generating division-specific reports.

Form Filters: Focus on Specific Forms

  • Select specific forms to be included in the export, allowing you to target your data extraction.

  • This filtering is particularly useful when you only require data from particular forms for analysis or reporting.

People Filters: Individual Data Extraction

  • Filter forms by specific individuals, ensuring you extract data for particular employees.

  • This feature is valuable when you need to generate personalized reports or analyze data for specific employees.

Status Filters: Segregate by Status

  • Filter forms by status, such as pending, approved, or rejected, to focus on specific stages of the process.

  • This filtering is helpful when you want to analyze the progression of forms through different stages.

Include Archived Forms: Comprehensive Analysis

  • Choose whether to include archived forms in your export.

  • This option is valuable for generating comprehensive reports that encompass all relevant data.

Export Forms

Follow these steps to export your forms effectively and maintain access to your important information:

Step 1: Access the Administrator Dashboard

• Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Access the Export Feature

  • As an HR Admin level user, log into your account.

  • Navigate to the Forms section in the menu and select the ‘Forms Export’ option.

Step 3: Apply Filters

  • If necessary, apply filters to narrow down the list of forms you wish to export. Filters may include dates, divisions, specific forms, employees, or status.

  • Select the checkbox to include Archived Forms in the export.

Step 4: Export the Forms

  • To choose the format, select the ‘Bulk Print’ dropdown menu and choose your preferred format.

  • Click the "Go!" button. The system will generate a file containing the forms in the selected format.

Admin Tip: Forms can be pulled or printed 500 at a time. Page counts do not impact this number.

Benefits of Customized Filter: Precision in Data Extraction

Customizing filters when exporting forms empowers you to extract data with precision and relevance:

  • Efficient Reporting: Extract only the data you need, streamlining the report generation process.

  • Focused Analysis: Analyze data specific to divisions, individuals, or forms, enhancing the accuracy of your insights.

  • Targeted Decision-Making: Generate reports tailored to particular time frames or stages, aiding informed decision-making.