The Excel Data Export feature allows you to download questionnaire data from DiligenceVault into an Excel file for offline review, analysis, and reporting. This export can be customized to include specific projects, date ranges, and data elements based on your reporting needs.
Types of Excel Exports
You can generate Excel exports in two ways:
- Entire Template – Exports all questions from the selected template.
- Selected Questions – Exports only specific questions you choose from the template.
Step-by-Step: Creating an Excel Data Export
1. Select Export Type
Choose whether you want to export:
- Entire Template, or
- Selected Questions
This determines the scope of data included in the Excel file.
2. Select a Template
From the Select a Template dropdown:
- Choose the template you want to export data from.
- Only active templates are available in this list.
3. Select Date Range
Specify the date range to filter projects:
- The selected date range determines which projects are included.
- Only projects created or active within this time period for the selected template will appear.
4. Filter and Select Projects
- Click Filter Projects to display projects that match the selected template and date range.
- Select projects in one of the following ways:
- Click the plus (+) icon next to individual projects to add them one by one.
- Click Select All to include all filtered projects at once.
- Selected projects will appear in the Projects Selected panel on the right.
Configure Excel Export Preferences
You can customize exactly what data is included in your Excel report by selecting from the options below.
Standard Export Options
- Include responses – Includes all submitted responses.
- Include ratings/scores – Adds reviewer ratings or scores, if applicable.
- Include comments – Includes internal comments.
- Include flags – Exports any flags applied to responses.
- Include internal key column – Adds internal system identifiers for advanced tracking.
- Transpose standard export
Converts rows into columns and columns into rows, which is useful for alternative reporting or analysis formats. - Split comments
Places comments associated with responses into separate cells instead of combining them.
New Feature: Include Custom Fields and Tags
The Include custom fields and tags option is a new enhancement to Excel Data Exports.
When enabled:
- You will see a list of all available custom fields and tags configured across:
- Form level
- Strategy level
- Product level
- Vehicle level
- Project level
- Select specific custom fields or tags from the list.
- Chosen fields will appear on the right-hand side of the screen, confirming what will be included in the export.
This allows you to bring rich contextual and metadata fields directly into your Excel reports for deeper analysis.
Downloading the Excel File
Once you have:
- Selected the export type
- Chosen the template and date range
- Selected projects
- Configured all export preferences
Click Download & Email.
- The Excel file will be generated and sent directly to your email.
- This ensures you can access the report even if it takes time to process.
Export Type: Selected Questions
In addition to exporting an entire template, you can also generate an Excel export containing only specific questions across one or more templates. This is useful when you want to analyze or compare targeted data points without exporting the full questionnaire.
Step-by-Step: Exporting Selected Questions
1. Select Export Type as Selected Questions
- Under Export Type, choose Selected Questions.
- Click Manage Selection to choose the questions you want to include in your Excel export.
2. Select Questions
- A list of available questions will be displayed.
- Use the checkboxes on the left to select individual questions.
- You can select questions across multiple templates.
If you are looking for specific questions, click Apply Filters and refine the list using the following criteria:
- Created date
- Exact question text or partial text
- Response type (e.g., text, table, multiple choice)
- Template name
- Template type
Example:
If you are searching for a specific question:
- Filter by Question Text
- Set condition to Contains
- Enter the relevant keyword or phrase
- Click Start Searching
Once the results appear:
- Select the required question(s)
- Click Save Selection
3. Select Responder Firm(s)
You can further refine the export by selecting specific responder firms:
- Click Select Responder Firm(s)
- Choose one or more responder firms (e.g., Capital Authorization Form)
- Only responses submitted by the selected firms will be included in the export
4. Select Date Range
- Choose the date range for which responses should be included.
- The export will include responses to the selected questions:
- From the chosen responder firms
- Across the selected templates
- Within the specified date range
New Feature: Include Custom Fields and Tags (Selected Questions Export)
The Include custom fields and tags option is also available when exporting selected questions.
When enabled:
- All available custom fields and tags across form, strategy, product, vehicle, and project levels are displayed.
- Select the required custom fields or tags to include them in the Excel file.
- Selected fields appear on the right-hand side for confirmation before export.
This allows you to enrich question-level exports with additional metadata and context.
5. Download the Excel File
Once you have:
- Selected the questions
- (Optionally) filtered by responder firms
- Chosen the date range
- Selected custom fields and tags (if required)
Click Download & Email.
- The Excel file will be generated and sent directly to your email.
6. Save Preferences / Reports :
In case you want to use the same settings/preferences in future for your reports, you can use the "Save Preferences" option available on the right hand side of the screen. To use this feature :
- Choose your template, date range, filters and preferences.
- Click on "Save Preferences"
- Give it a name and add some details (optional) in the description box.
- Select the items to include in your saved preferences from the given list and click Save.
- Once it is created, you can also make it your default view by clicking on the little pin icon.
- You can create multiple preferences for different reports.
This will help you export your data in just a few clicks without asking for your input every time you want to take an export.
The Excel Data Export feature supports both Entire Template and Selected Questions exports, giving you full flexibility over how data is extracted from DiligenceVault. With advanced filtering, responder-level selection, and the new ability to include custom fields and tags in both export types, you can generate highly targeted and analysis-ready Excel reports tailored to your exact requirements.