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How do I create a dataset of form submissions?

You can create as many datasets as you need within a single form.

  1. Browse to the form you wish to create a dataset for.
  2. Go to Edit > Edit formsbuilder page or select the Edit this form link at the bottom of the page.
  3. Select Add/Edit DataSets at the bottom left of the form options:

    Add/Edit DataSets highlighted in form options

  4. On the Add/Edit Datasets screen you can create two types of dataset:

    • Table-based – using tabular data to create specific reports
    • Summary – to provide data with percentage summaries from option-based questions

    Choices of dataset you can add

  5. To create a new dataset, select either Table-based or Summary from the choices at the left-hand side.
  6. On the next screen, start by entering a Name for your dataset:

    Form fields for creating a table-based dataset

  7. Type in a Header and Footer if required.
  8. Choose how many Records per page you want to display.
  9. Choose how you want to order your dataset by selecting an option from the Order by drop-down menu. This menu contains all the the fields on your form.
  10. Choose the period you want to extract data for by selecting a period from the Extract data drop-down menu (last 30 days, last 60 days, last 90 days or all time).
  11. To include the submission id number and date select the relevant checkboxes.
  12. Select the Filter/Restrict DataSet checkbox if you want to filter the dataset further by exposing specific data contained in fields where a choice has been made – for example, questions with options, checkboxes, drop-down menus and ratings.
  13. Choose the columns you wish to display in the dataset by selecting the checkboxes alongside them.
  14. To change the order of columns in the dataset, drag and drop the column names into the order you want.
  15. When you have finished creating the dataset, select the Save DataSet button.

Related help articles

How do I edit a dataset?

How do I preview a dataset?

How do I set view permissions on a dataset?

Can I create a normal SiteBuilder page to display my dataset?


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