For administrators and project managers. How to export data from memos/forms/actions to CSV and PDF files.
Ways to Export Data
In Samm, you can:
- Export data from memo, form, and/or action fields to a CSV file using two methods: Template Exports and Custom Exports.
- Bulk-download PDFs of forms, actions and memos from the Registers.
- Export a Register.
Who can use Exports?
Users who can view forms can also export the forms register (similarly for memos and actions registers), however specific permissions are required for doing the other kinds of exports.
There are two options in the Exports area:
This is used to do data extraction. The menu option only appears for users who have the Export user permission.
Note: previously users needed permission to “Access all projects” in order to be able to do exports, so that they could export records from any/all projects. That is no-longer necessary. Now, if a user tries to export records from all projects, then they will get records from just the projects that have access to custom exports
This is an easy, powerful and recommended way to customise your data exports. All users with “Export” user permission can export using Custom Exports. However, if they need to create or edit Custom Exports (formerly called Reporting Tables), then they’ll also need permission to Manage templates and organisation lists.
Also note: the full Export functionality is only available on Premium and Enterprise pricing plans.