---
title: "Exporting a Form to Excel"
description: "Export a form with all its sections, tables, and collected values to an Excel workbook to review or archive the data outside Data Collection."
source_url: https://support.lucanet.com/en/documentation/data-collection/collecting-data-dc/exporting-form-excel
language: en
last_updated: 2026-09-30
---
# Exporting a Form to Excel

## Overview

You can export a form with all its sections, tables, and collected values to an Excel workbook, e.g. to review or archive the data outside Data Collection. The export contains the data as displayed in the form, including drill down rows and the values of form elements that are not tables.

## Prerequisites

Before exporting a form:

- The form must have status **In Progress**, **Submitted**, or **Approved**.
- You must be assigned as a **Collector** for the reporting entity, or you must be an **Administrator**.
- No data import may be running for the form. While an import is running, the export is not available.

## Executing the Export

To export a form to Excel:

1. Navigate to **Data Collection | Data collection**.

2. Open the form you want to export.

3. Click **More actions | Export to Excel** in the top right. Data Collection generates the workbook.

    ![The More actions menu of a form is displayed with the options Import data and Export to Excel.](https://support.lucanet.com/assets/docs-images/data-collection/collecting-data-dc/exporting-form-excel/_images/en/export-to-excel-menu.png)
    'More actions' menu with the 'Export to Excel' option

4. Your browser downloads the file. The file name consists of the form template name, the reporting entity name, and the period, e.g. **`Balance sheet_DE GmbH (EUR)_12.2025.xlsx`**.

## The Exported Workbook

The workbook has the following structure:

| Content | Export |
|---|---|
| Sheets | The workbook contains one sheet per table, named after the section and the table. If a section contains no table, the workbook contains one sheet named after the section. This sheet lists the other form elements of the section, e.g. numeric or text elements. |
| Rows | Each sheet lists all rows of the table with the labels displayed in Data Collection, including superordinate rows and total rows. The export lists drill down rows at all levels beneath their superordinate row. |
| Columns | Each sheet contains all columns of the table with the labels displayed in Data Collection, including formula columns and read-only columns. Formula columns contain the calculated values, not Excel formulas. |
| Empty cells | Empty cells in the form remain empty in the workbook. |
| Form elements that are not tables | The export lists these elements, e.g. numeric, date, selection, and text elements, with their label and value on the sheet of their section. |