Configure smartFORM Data ID Export – eduCLIMBER

This lesson guides users on exporting smartFORM data based on Data IDs. Data IDs can be configured on any field where reports can be filtered and accessed within all forms for more advanced reporting. Users can export data for students to which they have access. The reorganization of columns will apply to all users exporting data from the selected smartFORM.

Before You Begin

Required Permissions: Export Forms Data and Edit Export Configuration for Forms Data

Data IDs are an optional Advanced setting that can be added to fields when creating and editing smartFORM templates. Data IDs will carry over when templates are carried over to the next year, but must be remapped to the new template copy before it can be used for a Data ID Export. To learn more about carrying over smartFORM templates, take a look at Carry Over smartFORMS to the Next School Year.

Where to Start

The plus sign.

To go the + icon in the left-hand corner.
Select Export Data.
Select smartFORM Export to get started.

smartFORM Export

The Export smartFORM Data popup window, with School Year labeled as step 4, Form Template labeled as step 5, the Export to SFTP toggle and fields labeled as step 6, and the Next button labeled as step 7.

Select a School Year. The School Year indicates the year in which the smartFORM was created for the student(s).
Select which Form Template to export data from.
Use the slider to Export to SFTP site (Optional). Then, enter the following information into the text boxes:
- Server
- Port
- Username
- Password
- Directory
Select Next to look at the data in-app and re-order columns.

Re-order Columns

A gif that displays an example set of data columns from a smartFORM template, where a column is being selected and dragged to another location in the file.

Select and hold a column header to drag and drop the column to the desired placement.

The Export button labeled as step 2, and the Configure button labeled as step 3.

Export to generate a CSV file in the new column order.
OR
Configure data further.

Configure Export

An example smartFORM template configuration screen, with the search bar labeled as step 1, the checkboxes in the left-hand list of columns labeled as step 2, the arrow pointing to the right labeled as step 3, the Position column and six-dot drag icon labeled as step 4, and the Save and Preview button labeled as step 5.

Enter the name of a column header into the search bar to filter columns (optional).
Checkbox wanted columns (columns without data will be labeled "No data to show").
Use the right-pointing arrow to add columns to the export.
Select the box in the Position column to change the order value.
OR
Use the six-dot icon to drag and drop the column into a new position.
Select Save and Preview to view the report in-app and export. Added columns and their positioning will remain static.

Use Reset at any point to start over column configuration.