Can I create an Excel Template for exporting to Excel in Survey123?

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01-08-2020 08:59 AM
DrewThompson
New Contributor III

Hi There,

I'm working to implement the use of Survey123 in our company across our survey and sales departments. Our sales guys are currently cutting and pasting information from the surveyors into the format that they're using in order to process the information their way. Is there a way for me to set up a template in excel (similarly to how it's done in Word for Feature Reports), and cue specific answers to appear in a certain format and place in the sheet so that when we export to an excel, it's already in the format the sales guys use?

This will greatly decrease our processing time and make us more accurate as it would eliminate room for errors.

2 Replies
by Anonymous User
Not applicable

Hi @DrewThompson, have you had any luck finding an answer to this?

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jfiacco
New Contributor II

Hi, did either of you find an answer to this? I'm trying to do the same thing.

 

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