The Form Responses Report exports completed form responses in either Excel or PDF format. It is useful for reviewing submitted answers, preserving response records, and generating either row-based analysis files or bundled PDF response documents.

📊 Columns included in this report

For the Excel version, Equip creates one worksheet for each selected form.

Each worksheet starts with these standard columns:
Form ID, Form Title, Response ID, Response Date, Response Created, Document Title, Subject, Responder Name, Responder Email, and Approved On.

Conditional columns may also appear:
Account for umbrella-owned forms, Expiration Date when expirations are enabled, Pathway and Pathway Step when the form is assigned to pathway steps, and Attachments.

Question columns:
The worksheet then adds one column for each form question using the exact question title. If a question allows comments, Equip also adds a matching Comments: [Question Title] column.

⚙️ How it works

Go to Reporting.
Open the Forms tab.
In the Report dropdown, select Form Responses.
Choose your filters, including Date Range, Forms, Categories, Tags, Users, Groups, and, when enabled, Pathways and Pathway Steps.
Choose a Format of Excel or PDF.
Click Generate to export the report.

✅ Benefits

Export response data in two formats depending on whether you need analysis or document review.
Filter by form, user, group, and pathway context for targeted reporting.
Review completed answers across one or more forms in a single export workflow.
Support documentation and audit use cases with spreadsheet or PDF output.

⚙️ Filters and output formats

Accounts is available for umbrella accounts.
Date Range filters responses by completion date.
Forms limits the report to selected forms.
Categories limits the report to selected categories.
Tags limits the report to tagged forms.
Users limits the report to selected users.
Groups limits the report to selected groups.
Pathways and Pathway Steps are available when the Pathways feature is enabled.
Format determines whether the output is Excel or PDF.

Excel output creates one worksheet per form and includes report columns generated from the form’s questions and responses.

PDF output creates a ZIP file of PDF response documents. The ZIP can include folders for selected users and also include responses with no subject.

💡 Best practices

Use Excel when you need to sort, analyze, or compare submitted answers.
Use PDF when you need shareable response documents instead of row-based data.
Use narrower date and form filters to keep exports manageable.
Use pathway filters when you need responses connected to a specific pathway or step workflow.

❓ FAQs

What does the Date Range filter look at?
It filters responses by completion date.

What is the difference between Excel and PDF output?
Excel produces worksheets of response data, while PDF produces a ZIP file containing response PDFs.

Why do some PDFs appear in folders named after forms instead of users?
Responses with no subject are grouped using a form-based folder name in the ZIP.

Can this report include pathway-related responses?
Yes. If Pathways is enabled, you can filter by Pathways and Pathway Steps.

Will document-type forms be included?
The UI limits this report to non-document form types.

Form Responses Report