Reporting

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How to extract data and create reports

Once your forms are set up and running, you can use Reporting Connectors in GoAutomate to access the data. You can then create reports or dashboards using Power BI or simply extract the data using Microsoft Excel.

To get started, you first need to set up a Reporting Connector. Click here for setup instructions.

After that, use Excel or Power BI to connect and extract your data:

• Click here for Excel instructions
• Click here for Power BI instructions