Find the answers people submitted on your custom forms, choose which answers show as columns, filter the results and export them.

Advance Search sits under Insights → Reports → Advance Search. Pick a form, tick the questions you want to see, add filters if you need them, and you’ll have a report in a few clicks. The numbers in each screenshot match the numbers in the text.

Step 1: Choose the form to search

1. Select a Module (1).
2. Select the item from the second dropdown (2). Its label changes to match the module. For Membership, it’s Membership Type, such as Community Care in Chicago.
3. Select the Custom Form (3), such as Volunteer description form.
4. Leave Saved Template (4) as No Template to start a new search.

The second dropdown and Custom Form stay greyed out until you pick a Module.

Step 2: Choose your report columns

Each question on the form appears as a card showing its label and answer type, such as text, email, tel or radio.

• Tick the fields you want as columns, such as Full name (1) and How many hours are you willing to work in a week? (2).
• Use Search columns… to find a field on longer forms.
• Click Clear all to untick everything.

Invoice No, Contact Name, Contact No, Contact Email and the module’s type column (such as Membership Type) are always included.

Step 3: Filter your results (optional)

Click + Add filter, then choose a Field:

• Record details — Details of the record, such as Invoice No or Contact Email.
• Form fields — The questions on your form.

Next, choose a Condition:

• Contains — The answer includes your text.
• Equals to — The answer matches your text exactly.
• Not equals to — The answer doesn’t match your text.
• Is one of — The answer matches any of your values. Separate values with commas, such as 10-15, 15-20.
• Has no value — The field was left blank.
• Has any value — The field was answered.

Then enter a Value, such as 10-15. You can add up to 10 filters.

• A submission is listed only when it matches every filter.
• A filter is skipped until you enter a value.
• Click the bin icon to remove one filter, or Clear to remove them all.

Step 4: View your results

Check your filter (1) and click Apply (2). Matching submissions show in the Search List (3), with:

• A total count of matching submissions.
• Sortable columns. Click a column heading to sort.
• Page controls for long lists.

Scroll sideways to see all columns. With no filters, every submission of the form is listed.

Step 5: Export your results

Click Export (1) above the Search List and choose a format (2): Excel, CSV or JSON.

Good to know

• No results? — Check the spelling of your filter value, or try Contains instead of Equals to.
• Apply is greyed out? — Select a Custom Form first.
• Running the same search often? — Save it as a template so you can run it again in one click. Learn how to use templates.

Related articles

1. Saving and reusing searches with Templates