Set up an automatic export schedule

Set up an automatic export schedule to have your response data delivered straight to your inbox on a daily, weekly, or monthly basis.

To set up an automatic export schedule:

1. Navigate to the Form Responses page via your Dashboard or the Forms list.
2. (Optional) Customise the data you want to export using the filters at the top of the form responses table.
3. Click the Export button, then select Export responses to CSV.
4. Choose an export type:
   1. All Responses – exports all form responses.
   2. Date Range – exports form responses for a selected date range or custom range.
   3. Current View – exports form responses displayed in the current table view with filters applied.
   4. Saved View – exports form responses for the selected saved view.
5. Tick the Automatically email me this response export periodically checkbox. 
6. (Optional) Change the email address if needed.
7. (Optional) Tick the checkbox if you want to allow the email receiver to delete the responses after receiving them by clicking a link.
8. Select the export frequency, e.g. Daily, Weekly, Monthly.
9. (Optional) Select the time you want to export to run.
10. (Optional) Select the date you want the export to stop, or leave blank for no end date.
11. Click Schedule Export.

Manage scheduled exports

1. From your Snapforms Dashboard, locate your form and select View Responses.
2. Click the Export button, then select ‘Manage Scheduled Exports’.
3. To delete a scheduled export, click Delete and confirm the action.
4. To create a new scheduled export, click +Create Scheduled Export.