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Form submissions: view, edit, export, delete

Note: Some features require manager, admin, or owner permissions. Permission requirements are specified in each section below.
Form submissions are the heart of Zenput's reporting and data management. This comprehensive guide covers everything you need to know about viewing, editing, exporting, and managing your form submissions. Whether you need to view reports, correct errors, export data, or remove unwanted submissions, you'll find step-by-step instructions for all submission management tasks.

🔍 Navigate this article: 

  1. Viewing form submissions and reports
  2. Editing form submissions
  3. Exporting submissions to PDF
  4. Deleting submissions

Viewing form submissions and reports

At the most basic level, reports are how you get the information you need out of Zenput. You can create a report based on any criteria in a form (Example: Date submitted was in the previous 30 days; A store's score is under 60; or 'Is the bathroom cleaned' is answered 'no'). You can also report around a user or location (Example: during a particular date range, what has a user done in Zenput; or what has been done at a specific location during a particular period).

Accessing the form dashboard

  1. Navigate to the dashboard of your Zenput account and go to the 'Forms' tab.
  2. Find the form you would like to view and click on the number under the 'Company Submissions' column.

Understanding the dashboard view

The Dashboard gives you an easy way to view submission data in easy-to-digest tables, graphs and charts. At the top of the dashboard, you can filter the data. Examples could be submissions per day, submitter, date submitted, etc. Every question on the form will be shown on the dashboard. The type of visualization depends on the field type. For example, number fields will show averages, multiple-choice will show graphs, etc.

Comparing data across time periods:

You can compare data from one time period to another. In the filter section at the top, simply check the 'Compare to' checkbox and choose what time period you would like to compare. The dashboard will automatically populate everything with a time period comparison.

Using list and gallery views

If you would like to view your data from the List or Gallery view, use the navigation buttons under the form name.

Click on "List" at the top to view all submissions in a table format. From here you can click on any individual submission to view its details.
Screenshot 2026-01-27 at 13.32.59.png

If you are receiving forms from your team that does not include a map of their location, please make sure that their phones have location services (GPS) turned on. 

Here's how they can check their settings:

iPhone

  1. Go to 'Settings'.
  2. Scroll down to and go into the 'Privacy' section.
  3. Click 'Location Services'.
  4. Find Zenput in the list (the list is alphabetized, so Zenput is probably at the bottom).
  5. Click on Zenput and go into the 'Location'. Make sure that 'While Using the App' is checked. 

Android

  1. Go to 'Settings' and click 'Location Access'.
  2. Make sure that 'Access to my location' is turned “On”. 
  3. Then, go to 'Settings' and click 'Location Access' again. Please check that both “GPS Satellites” and “Wi-Fi & mobile network location” are checked.

Tip: For more information on filtering and exporting data, see our articles on How do I filter and export submission data from list view? and What is the gallery view and how do I use it?

You can also create a saved report that you can get emailed or manually exported. For help creating a saved report, see our article on How do I save a report?

Editing form submissions

Granting permission to edit submitted forms

Before users can edit submissions, you need to grant them permission. This applies to each form individually, unless the form is distributed by Role.

  1. Select the Form that you would like to grant permission for users to edit.
edit_form.png
  1. From the 'Distribute' tab, add the role or specific user that should have permission to edit their own or all submissions.
Distribute_Edit_submissions.png
  1. Once this is done, the user can now edit the submissions they've been granted permission to edit from the web-app.
Note: The users must be admins or managers to edit submissions.

How to edit field values in submissions

Did someone enter the incorrect location or answer on a form? Here are the steps to update the fields on a form that has already been submitted.

  1. From the Zenput web app, go to 'Reports' and find the form that contains the submission you would like to edit.
    PIck_Reports_then_pick_form_you_want_to_edit_location_on.png
  1. From the 'list view', find the submission you want to edit and select it.
    Forms_submission_view.png
  1. From the submission view, click on the pencil on the right-hand side of the response you need to edit. Make the necessary changes.
    Click_on_the_pencil_to_edit_the_location.png
    Pick_the_correct_location.png
  1. When done making the necessary edits, make sure to save the edits by clicking on the green checkmark.
    Hit_save_.png

Important limitations:

  • Signature fields in form submissions can only be removed from the field. A signature cannot be added to the field from the edit view or mobile app after the fact.
  • Making edits to submissions does not always update the total at the end of a form containing a formula.
  •  If a form submission is tied to an open task, changing the location will not fix the task issue. You'll need to follow these additional steps:

Exporting submissions to PDF

You can export individual form submissions as PDF files that will be emailed to you. 

  1. Click on "Forms".
  2. Hover over the form you would like to see and click on the "graph" icon.
  1. Click on "List" at the top.
Screenshot 2026-01-27 at 13.32.59.png
  1. Click on the submission of preference.
Screenshot 2026-01-27 at 13.48.45.png
  1. Click on 'Export' in the top right and then "PDF". A PDF will be emailed to you.

Deleting submissions

Note: You need to have owner or admin permission to delete submissions.

This section provides a step-by-step guide on how to delete submissions. Follow the instructions below to efficiently remove any unnecessary submissions.

  1. Click on "Forms".
  2. Hover over the form you would like to see and click on the "graph" icon.
  1. Click on "List" at the top.
Screenshot 2026-01-27 at 13.32.59.png
  1. Click on the submission of preference.
Screenshot 2026-01-27 at 13.48.45.png
  1. Click on 'Delete' in the top right to delete the submission. Follow the confirmation prompt to complete the deletion process.
Screenshot 2026-01-27 at 13.52.56.png

Please note: Before deleting, make sure you have selected the correct submission as this action might be irreversible.

For managers: Ensure you have the necessary permissions to delete submissions from reports. This can be set by your admin in the Distribution settings of your form.

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