Exporting Submission Data

After a prospect reviews and completes a submission, SALT lets you download the data sent by prospects for your internal records.

Export CSV of ALL Submission Data:

1. Navigate to the Submissions List.

2. Tap Export CSV (top-right).

   
   

   

   Once exported, the CSV file can be saved and uploaded for your records.

Export Individual Submission Data:

1. Navigate into the submission you’d like to export.
2. Tap the "Quick Actions" button at the top-right of the screen.

3. Select Export CSV or Print / PDF.

   
   

   

Filtered Exports:

You can also filter the submissions list before exporting for more specified reporting.

1. Navigate to the Submissions List.

2. Utilize the search filter on the left-hand side of your screen, which allows you to filter by policy type, assignee, associated form, and more!​

   
   

   

3. Once you've filtered by the desired attribute(s), tap Export CSV.

Form Stats

From the SALT homepage, you can view the "Exposure Stats" associated with a specific form.

Select the form from the "Select a form to share" dropdown, and the number of Starts and Submissions on that form will be shown below.