Exporting Data

What This Page Covers

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

How Exporting Works

1. Navigate to the data you want to export (Collected Data > Flow Activity, Collected Data > Form Responses, or 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 styled Excel (.xlsx) files with frozen headers and columns for easy navigation. The header row stays visible as you scroll through large exports.

Export Limits

Each export can include up to 100,000 rows. If you need more, use filters to break your export into smaller batches. 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 — without any filters applied, you’ll export everything you have access to.

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)
Is Public	Any / Public Only / Private Only
Completed	Any / Completed / Not Completed

Performance Filters

Filter	Description
Rating / Score	Filter by star rating equivalents or by Customer Recommendation Score category.
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 Range	Filter by when the record was created
Completed Date Range	Filter by when the record was completed
Deleted Records	Include soft-deleted records in results

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	✓	Private feedback text 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

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
Complete	Any / Complete / Incomplete
Has Phone	Any / With Phone / Without Phone
Has Email	Any / With Email / Without Email
Created Date Range	When the response was submitted
Completed Date Range	When the response was completed

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 all customer records you have access to.

Columns

Column	Description
Customer ID	Unique identifier
Full Name	Customer’s full name
First Name	First name
Last Name	Last name
Email	Email address
Phone	Phone number (E.164 format)
Created At	When the customer record was created (UTC)

Filters

Filter	Description
Has Email	Any / With Email / Without Email
Has Phone	Any / With Phone / Without Phone
Created Date Range	When the customer record was created

Roles

The following role can export data:

• Data Handler — Can export records for their assigned locations.

If you don’t see the Export button, ask your manager or the account owner to assign you the Data Handler role or 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.

Related Pages

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