Separate Secondary Questions within Request Data Export

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For categories with more than one secondary question, the export report combines them into one row. You can now separate the secondary questions in the report to make them easier to read.

Instructions

  1. Sign in to your site if you have not done so already

  2. Navigate to the Requests tab:The CRM home page, with the Requests Tab highlighted.

  3. Navigate to the Categories field and select one category to view:The Categories field of the Requests Tab.

  4. Select the Export Requests tab:The home screen with the Export Requests button highlighted.

  5. Select Confirm:The Report Completion confirmation pop-up with the Confirm button highlighted.

  6. Select Excel format (.XLSX), then click Continue:The Exporting Data pop-up window with the Excel format (.xlsx) link and the Continue button highlighted.

  7. Within the Excel spreadsheet, select Find & Select, then choose Replace:An Excel spreadsheet with the Find & Select icon expanded and the Replace option highlighted.

  8. Search "Q:" and replace it with ":" then click Replace All:The Find and Replace Screen with Q: being replaced by : and the Replace All button highlighted.

  9. Search "A:" and replace it with ":" and then click Replace All:The Find and Replace Screen with A: being replaced by : and the Replace All button highlighted.

  10. Highlight the Secondary Questions column (row R):An Excel spreadsheet with the 'Secondary Questions' column (column R) highlighted.

  11. Select the Data tab:The Secondary Questions column selected and the Data tab highlighted.

  12. Click Text to Columns:The Secondary Questions column (column R) selected, on the Data tab with the Text to Columns button highlighted.

  13. Select the Delimited option, then click Next:The Text to Columns pop-up window with the Delimited option and the Next button highlighted.

  14. Select the "Other" option under Delimiter and enter ":" in the blank space, then click Next:An Excel spreadsheet in the Convert Text to Columns Wizard pop-up window with the Other option selected and a : filled in.

    Note:

    This will write over any columns to the right of the column you are working in, so be sure you are okay with that data being cleared. If not, move the Column to the last column to the right so it's all blank fields that it writes over.

  15. Click Finish:The Convert Text to Columns Wizard pop-up window with the Finish button highlighted.