By default, the Excel list allows you to extract one or more data fields from the same Excel file.
However, it is possible to export a Kizeo Forms report in customise Excel format with the header, layout, font, style … that YOU want. Kizeo Forms gives you total freedom to write YOUR own Custom-made Excel/PDF. To do this, you will have to deal with some technical terms… but nothing serious! The 3 steps below will help you create a custom-made Excel/PDF !
You are going to create what we call a custom-made Excel. You will use Microsoft Excel software, 2007 or newer. If you do not have the Microsoft Office suite, you can download the trial version or buy the full version on our partner’s site.
To customise your report, you will also need to know the item tags of your form. The item tags represent the reference code for each element (ex.
##customer##). For more information on item tags, you may consult our tutorial on Tags Help.
Tips: You can download and take inspiration from the Excel example provided by Kizeo (Option-> Exports, we strongly advise you to proceed that way). The advantage of this example is that it includes all the item tags for your properly written form.
In Excel, you have two possibilities to integrate a table: in rows or in columns.
Data in rows:
Item tag rows will display as many times as the entry rows.
Data in columns
Item tag columns will display as many times as the entry rows during entry.
Tips: How to do line break in Excel:
/!\ IMPORTANT /!\ You must save the form on the server at least once for it to display the ‘Browse…’ buttons for custom-made Word and Custom-made Excel.
Now, watch the results. Go to the History page of your menu and click on Custom-made Excel or PDF if needed.
You can also rename your export files. For more information, refer to our tutorial.
Do not hesitate to comment on this article!
All your questions, comments and suggestions are most welcome!