View and download a report with answers to custom questions

Obtain a report with answers to custom questions

To get an overview of the answers submitted for all your payments, you can export your payment data:

1. Navigate to "Payments"

2. Filter by form name and select the form for which you wish to view the information

3. Optionally, select specific payments with the checkboxes in the list. If you leave all payments unselected, the export includes every payment that matches your filter

4. Click "Export" with the filter applied. You can find it in the "More options" (three-dot) menu at the top right of the payments table. On some accounts, "Export" is a button in the toolbar instead

5. You will be asked to confirm the type of report you wish to pull. Make sure to change the "type of export" to an itemized payments export. 

6. The answers to all custom questions, both buyer questions and per ticket questions, appear in the question columns near the end of the report, after the contact information columns.

View and edit answers to questions for a specific payment

If you are looking to quickly view the answers submitted for a specific payment:

1. Navigate to the 'Payments' tab and search for the transaction

2. Click on the transaction in question (click anywhere on the payment line except the contact name or form name. These are hyperlinks, they will redirect to a different page)

3. A payment details page will open to the right of your screen with the payment details, ticket selected and answers to custom questions listed. 

• Buyer questions will be listed at the top 

• Per ticket questions will be found in each ticket detail

To edit a submitted answer, click the pencil icon next to it, enter the new answer, then click the check mark (or press Enter) to save your change. 

You can also adjust which columns appear in the payments table, see Customize the columns in the payments table.