Using dashboard actions

Avatar Clare Knight, 

There are a number of actions that you can do within the dashboard to help manage your events and your data. 

You have the ability to duplicate events, export data, and archive your events. To see these options, select the checkbox next to the event that you would like to apply one of these actions to and click on the Actions button at the top right hand corner.

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Duplicate Events

This is a useful tool if you have a number of events that will be using the same or similar form. You can then edit the copy of the form to suit your upcoming event.

Click the checkbox next to the Event name >> Click Actions button >> Click Duplicate

Export Data

Once data has been collected in an event and the device has been synced, you will see the data pulled through to the dashboard. This is where you can export that data into an Excel spreadsheet or CSV file. 

Click on Event >> Click Export Data

Read our step-by-step guide to downloading data.

Archive Events

All events that are Open in your dashboard view will show up in the app's Event List view. To hide future or past events from this view, you can archive them via the actions button in the dashboard. 

Click the checkbox next to the Event name >> Click Actions button >> Click Archive

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You can unarchive events by following the same process and selecting Unarchive.

Click into Archived events >> Click the checkbox next to the Event name >> Click Actions button >> Click Unarchive


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