Lists, reports and record management
How do I export a register or open reports?
These are three different controls: data export, a form-list report, and per-operation batch reports.
Navigation: Open Forms 145/146 → Forms Dashboard → relevant form list → Export Excel / Report / Batch Reports
How to do it
- Use Export Excel → Custom list export, choose the required columns and confirm Export fields.
- When offered, Export Excel → Bulk upload template instead prepares the current template pre-filled with matching saved forms.
- Use Report for the list's report view.
- Use the Batch Reports header icon for processing runs and open a row for its detailed item results.
What to expect
You receive the chosen workbook/report rather than a portal acknowledgement or supporting-document archive.
Important details
- A pre-filled bulk template can be edited and reprocessed; it is not a final filing output.
- Check the current organisation/filters and the export dialog before assuming its scope matches a checkbox selection.