iFormBuilder Custom Excel

What are the benefits of Custom Excel?

PLEASE NOTE: This feature is only available to those with a Dedicated Database. Please contact us if you're interested in learning about an upgrade.

For users who like to export their data into Excel, the Custom Excel feature offer many benefits such as:

• The ability to design custom output for Excel data. This will ensure better reporting and less re-organization of data once downloaded.
• You'll get pre-configured data delivered to your inbox.
• You can export Subforms on the same tab as parent data, also known as flattening.
• Multi-select options can create their own column and identify which option is selected.
• The ability to export large amounts of data into Excel.

For more information on Custom Excel, please reach out to your Customer Success Manager. If you're unsure who your CSM is, please send an email to the support team and they'll be happy to assist.