Exporting Data

What This Page Covers

How to export data from FSRevs — available exports, filtering options, column selection, export format, and permissions.

Choose the Right Export

You need…	Export from…	Before exporting
Ratings, feedback, review attempts, or request outcomes	Review Flow Activity	Select the intended Flow, location, dates, and completion state.
Answers to one questionnaire	Custom Form Activity	Keep exactly one Form selected to get separate answer columns.
Contact details or a marketing contact list	Customers	Apply Marketing Eligibility for the intended channel and select its Marketable columns.

Exports include records available under your current access. Viewing an individual request does not necessarily give you permission to export a wider dataset.

How Exporting Works

1. Open a Review Flow or Custom Form’s Activity page, use a dashboard View all … activity link, or open Customers
2. Apply filters to narrow your data to exactly what you need
3. Click the Export button in the table header
4. Select which columns to include (defaults are pre-selected for you)
5. The export is queued and processed in the background
6. You’ll receive a notification when your export is ready to download

Tip

Exports are generated as Excel (.xlsx) files. Review and Form exports include frozen headers to make large spreadsheets easier to navigate.

Export Limits

Customer and Form Response exports can include up to 10,000 rows per export. Apply filters to split a larger result set into smaller batches. Review Activity does not use that same explicit 10,000-row limit, but filtering first still produces faster, more focused files. Export files are retained for 30 days before being automatically cleaned up.

Flow Activity Export

Filters

Use these filters to narrow which Flow Activity records are included in your export. All filters are optional. Filters tied to one Review Flow, such as Review Site, appear only when that Flow provides the needed context.

Primary Filters

Filter	Description
Location	Filter by one or more locations
Review Flow	Filter by one or more review flows
Smart Link	Filter by the smart link used to access the flow
Customer	Filter by one or more customer records
Employee	Filter by the attributed employee
Has Employee	Any / Assigned / Not Assigned

Engagement Filters

Filter	Description
Sent By	Filter by the team member who sent the request
Followup	Filter by the followup destination shown (Smart Link, Simple Page, or link)
Review Site	Filter by the review destination used
Visibility	Any / Public Only / Private Only
Completion	Any / Completed / Not Completed
Continued to Review Site	Any / Continued / Did Not Continue
Request Page Visited	Any / Visited / Not Visited

Performance Filters

Filter	Description
Rating / Score	Filter by star rating equivalents or by Customer Recommendation Score category.
Has Rating	Any / With Rating / Without Rating
Has Feedback	Any / With Feedback / Without Feedback
Has Review Attempts	Any / With Attempts / Without Attempts

Contact & Date Filters

Filter	Description
Has Phone	Any / With Phone / Without Phone
Has Email	Any / With Email / Without Email
Created Date	Choose when the record was created
Completed Date	Choose when the record was completed
First Visited Date	Choose when the request page was first used
Review Site Handoff Date	Choose when the customer continued to a site
Deleted records	Include records currently in the trash

Available Columns

When exporting, you choose which columns to include. Columns marked with Default are pre-selected.

Core Review Data

Column	Default	Description
Short Key	✓	Unique identifier for the record
Rating	✓	The customer’s rating value used for sorting, filtering, and public star display
Customer Recommendation Score	✓	The customer’s 0–10 score when the Customer Recommendation Score widget was used
Sentiment	✓	The sentiment type used by the flow
Feedback	✓	Written feedback the customer submitted
Review Sites Attempted	✓	JSON list of review platforms the customer clicked
Is Public	✓	Whether the record is publicly visible
Owner Reply	✓	Your reply to the customer’s feedback
Completed At	✓	When the customer completed the flow

Customer Identity

Column	Default	Description
Reviewer Name	✓	Name on the flow record
Public Display Name	✓	Name shown publicly (may be shortened)
Reviewer Email	✓	Email address
Reviewer Phone	✓	Phone number
Reviewer Tagline	✓	Tagline the customer provided
Customer ID		Link to the matched customer record
Customer Name / Email / Phone		From the linked customer record

Flow & Distribution

Column	Default	Description
Flow Name	✓	Which review flow was used
Flow Link URL	✓	The smart link URL used to access the flow
Followup Type	✓	Type of followup shown (Smart Link, Simple Page, or My Link)
Followup Name	✓	Name of the followup destination

Organizational

Column	Default	Description
Location Identifier	✓	Location code
Employee Name	✓	Attributed employee
Sent By Name	✓	Team member who sent the request
Created By Name	✓	Team member who created the record

Timestamps & Status

Column	Default	Description
Created At	✓	When the record was created (UTC)
Email Request Status		Success or Failure
SMS Request Status		Success or Failure
Overall Request Status		Success or Failure

Note

Additional detail columns are available for each relationship — for example, Employee Title, Employee Nickname, Employee Email, Sent By Title, Location Timezone, and more. These are disabled by default but can be selected during export.

Form Responses Export

Form Response exports are limited to 10,000 rows per export.

Filters

Filter	Description
Custom Form	Filter by a specific form (required for per-field answer columns)
Location	Filter by one or more locations
Smart Link	Filter by the smart link used
Customer	Filter by customer records
Employee	Filter by attributed employee
Has Employee	Any / Assigned / Not Assigned
Sent By	Filter by team member who sent the request
Followup	Filter by followup destination
Completion	Any / Complete / Incomplete
Request Page Visited	Any / Visited / Not Visited
Has Phone	Any / With Phone / Without Phone
Has Email	Any / With Email / Without Email
Created Date	Choose when the response was created
Completed Date	Choose when the response was completed
First Visited Date	Choose when the request page was first used
Deleted records	Include responses currently in the trash

Caution

To get per-field answer columns in your export (e.g., separate columns for “First Name”, “Rating”, etc.), you must filter to a single form. Multi-form exports include answers as a JSON column instead, since different forms have different fields.

Available Columns

Submission Data

Column	Default	Description
Short Key	✓	Unique identifier for the submission
Form Name	✓	Which form was submitted
Per-Field Answers	✓	One column per form field (single-form export only)
Answers JSON		All answers as JSON (enabled automatically for multi-form exports)
Completed At	✓	When the form was completed

Submitter Identity

Column	Default	Description
Submitter Name	✓	Name on the form submission
Submitter Email	✓	Email address
Submitter Phone	✓	Phone number
Customer ID		Link to the matched customer record

Location & Assignment

Column	Default	Description
Location Identifier	✓	Location code
Employee Name	✓	Attributed employee
Sent By Name	✓	Team member who sent the request
Created By Name	✓	Team member who created the record

Distribution & Tracking

Column	Default	Description
Flow Link URL	✓	Smart link used to access the form
Followup Type	✓	Type of followup shown
Followup Name	✓	Name of the followup destination

Timestamps & Status

Column	Default	Description
Created At	✓	When the submission was created (UTC)
Email Request Status		Success or Failure
SMS Request Status		Success or Failure

Customer Export

Customer exports include the filtered customer records you have access to, up to 10,000 rows. Apply directory filters before selecting Export; filters such as Marketing Eligibility carry into the export query.

Columns

Column	Description
Customer ID	Unique identifier
Full Name	Customer’s full name
First Name	First name
Last Name	Last name
Primary Email	Primary email identity value
Primary Phone	Primary phone identity value in E.164 format
Latest Marketable Email	Currently eligible email with the newest permission grant
Latest Marketable Phone	Currently eligible phone with the newest permission grant
All Marketable Emails (comma-separated)	Every currently eligible email, newest permission first
All Marketable Phones (comma-separated)	Every currently eligible phone, newest permission first
Created At	When the customer record was created (UTC)

“Marketable” means the contact is active, has permission newer than any applicable revocation boundary, and is not currently blocked by a global restriction or suppression. A primary value identifies the customer but may not be marketable; the latest marketable value may therefore be an alternate contact.

Marketing Eligibility selects customer rows; it does not make the Primary Email or Primary Phone column safe to use for marketing. Select Latest Marketable Email or Latest Marketable Phone for one eligible value per customer, or the All Marketable columns when you need every currently eligible value. Empty marketable cells mean there was no eligible contact for that channel when the export was generated.

An export is a snapshot. If you use it for a later campaign, regenerate the eligible contact list so later revocations and restrictions are reflected. Phone values in E.164 format include the country code, for example +18085550100; keep them as text when importing into another system.

Filters

Filter	Description
Has Email	Any / With Email / Without Email
Has Phone	Any / With Phone / Without Phone
Activity	Active in the last 30 days / No Review or Form activity
Marketing Eligibility	Marketable email, phone, either, both, or neither
Attention	Missing contact details / Latest tracked delivery failed
Created Date Range	When the customer record was created

Responsibilities and Scope

Export access follows your Data access and location responsibilities. Owners, Administrators, and Location managers include the necessary data capabilities for their authorized scope.

If you do not see Export, ask a System owner or Administrator to review your responsibilities and assigned locations. See Roles & Permissions for details.

Tips

• Use filters first — Apply filters before exporting to get exactly the data you need, rather than exporting everything and sorting it later.
• Check your notifications — Exports run in the background. When your export is ready, a notification will appear in the notification section at the top of the page; it will not be sent by email.
• Export retention — Download your exports promptly. Export files are retained temporarily and may be removed automatically.
• Single-form exports — For form responses, filtering to a single form gives you the most useful export with individual answer columns.

Troubleshooting

Problem	What to do
Export is unavailable	Ask a manager to review your Data access and location scope.
Too many rows	Split the result by non-overlapping date ranges, Form, or location; Customer and Form exports allow up to 10,000 rows.
The download has not appeared	Check the portal notification center and the completion or failure message; queued exports do not download immediately.
A previous download is unavailable	Generate a new export. Files are retained temporarily, normally for 30 days.
Results differ from a dashboard total	Match the resource, dates, location, and completion filters. A dashboard’s completed-response total is not the same as all request records.
Export dates differ from a screen	Check the timestamp column and timezone context. Created At is exported in UTC.

Related Pages

• Flow Activity
• Form Responses
• Customers
• Roles & Permissions