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 Prospect's Submission Data:
Navigate to the Submissions List.
Tap Export CSV (top-right).
Once exported, the CSV file can be saved and uploaded for your records.
Export Singular Prospect’s Submission Data:
Navigate into the submission you’d like to export.
Tap the "Quick Actions" button at the top-right of the screen.
Select Export CSV or Print / PDF.
Filtered Exports:
You can also filter the submissions list before exporting for more specified reporting.
Navigate to the Submissions List.
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!
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.
