Quick Answer
Where can you find form and survey answers?
Start with the Submissions area when you need to search or filter responses across multiple leads. If you already know the person, open their contact record to review related information. For reporting or deeper analysis, export the submissions as a CSV.
Finding and Using Your Submission Data Efficiently
Collecting responses is only part of the process. Knowing where to find and review that data is just as important.
Depending on how your form or survey is configured, answers may be visible in a contact record, the submissions area, or an exported CSV file.
Without a clear workflow, it can take extra time to locate specific responses or track down missing data.
This guide shows you how to find, review, and export answers so you can manage submission data more efficiently.
Where should you start?
Start with the submissions area for the fastest lookup, then use contact records when you need a fuller view of one person's related activity.
Finding Answers at a Glance
Before You Begin
Decide whether you are looking for one person's responses or need to search across multiple submissions.
- Use the contact record when you already know the person whose responses you want to review.
- Use the submissions area when you need to search or filter responses across multiple leads.
Option 1: Find Answers Inside a Contact Record
If you already know the person, their contact record can be the quickest way to review related details in one place.
Step 1: Open the Contact
Open the contact record you want to review.
Step 2: Open Additional Information
Click Additional Information.
Step 3: Review the Available Sections
Check the other folders or sections in the left panel to locate stored form or survey answers.
Best for
Use the contact record when verifying one lead's responses, reviewing history, or checking related contact details.
Option 2: Use the Forms or Surveys Submissions Area
The submissions view is the best place to search and filter responses across many leads.
Step 1: Open Forms or Surveys
Go to Sites → Forms or Sites → Surveys.
Step 2: Open Submissions
Select Submissions.
Step 3: Filter the Results
Filter by date range and/or search by contact details to find specific entries.
Step 4: Review the Answers
Open a submission to review its answers.
Step 5: Export When Needed
Use the available export options when you need the submission data outside BizStackPro.
Troubleshooting missing answers
If you cannot find an expected response, confirm that you are viewing the correct form or survey in the dropdown and using the correct date range.
Exporting Answers to Google Sheets
For sorting, filtering, and basic reporting, export your submissions to CSV and open the file in Google Sheets.
Step 1: Export the CSV
Export your form or survey answers as a CSV using the available submissions or export options.
Step 2: Open Google Sheets
Open Google Sheets.
Step 3: Import the File
Upload and import the CSV so you can analyze responses, create charts, or share the data with your team.
Best for
CSV exports are useful for reporting, comparing responses across leads, and building quick dashboards in spreadsheets.
Frequently Asked Questions
Can I export individual responses or only the entire dataset?
You can export the full dataset to a CSV file and analyze it in Google Sheets or another spreadsheet tool. Individual responses are typically reviewed inside the submissions area or by opening a specific submission.
How do I filter submissions by specific criteria?
In the submissions area, use the date filter and search tools to find entries by contact details like name, email, or other identifiers.
What if I need more detailed analytics than what Google Sheets offers?
If you need deeper reporting, export the CSV and use a more advanced analytics tool or BI platform to build dashboards and custom reports.
Is there a limit to how many records I can export?
Exports are designed to handle large datasets, but performance can vary depending on total rows, columns, and your device or network speed.
Can I automate the export process to Google Sheets?
Automation may be possible using third-party integrations or custom scripts, depending on the tools you use and the workflow you want to build.
Continue Learning
Continue with related Forms guides for reviewing, exporting, and understanding submission data.
