When you configure a new export, the plugin will generate a secure download URL that you can share with anyone who needs the data (No need to log in!). Reports will automatically update as new entries are added.
GravityExport Lite includes many features:
Limit access to downloadsโeither make a URL public or require users to be logged-in with correct permissions
Download reports from multiple forms at once
Export entry notes along with entries
Transpose data (instead of one entry per-row, it would be one entry per column)
Attach entry exports to notifications
Export Gravity Forms entries directly to Excel (.xlsx)
Export your entries directly to .xlsx format. No more wasting time importing your CSV files into Excel and re-configuring columns.
Export Gravity Forms submissions as CSV
If you’d prefer to have your reports generated as CSV, GravityExport Lite makes it easy.
๐ PDF Export GravityExport supports exporting entries as PDF! You can choose to have a PDF generated for each entry or one PDF that includes all entries. You can also customize the PDF output by adjusting the size, orientation, and more.
๐ฆ Dropbox integration Save your form data directly to Dropbox.
๐ฉ๐ฝโ๐ป Send reports to FTP Store reports on your own FTP server! GravityExport supports the SFTP, FTP + SSL, and FTP protocols.
โฌ๏ธ Multiple download URLs Create multiple export URLs that output to different formats and include different fields.
๐ Export data ready for analysis Make it easier to process your Gravity Forms data by splitting fields with multiple values into different rows.
The GravityExport Lite plugin was created by Doeke Norg
Installation
This section describes how to install the plugin and get it working.
Upload gravityexport-lite to the /wp-content/plugins/ directory
Activate the plugin through the ‘Plugins’ menu in WordPress
Go to Forms > Select a form > Settings > Results in Excel to obtain your URL
Download that Excel file!
Screenshots
A 'GravityExport' link is added to the form settings
There is your URL! Just copy and paste to the browser (or click the download button)
Or download it from the list via the bulk selector
FAQ
I don’t want the metadata like ID, date, and IP in my file
No problem. You can use the gfexcel_output_meta_info or gfexcel_output_meta_info_{form_id} hooks to disable this feature. Or (since version 1.4.0) you can select individual fields you want to exclude on the settings page.
I want to rename the labels, but only in Excel, how can I do this?
Sure, makes sense. You can override the label hooking into gfexcel_field_label, gfexcel_field_label_{type}, gfexcel_field_label_{type}_{form_id} or gfexcel_field_label_{type}{form_id}{field_id}
The field object is provided as parameter, so you can check for type and stuff programmatically.
How can I change the value of a field in Excel?
You can override the value by hooking into gfexcel_field_value, gfexcel_field_value_{type}, gfexcel_field_value_{type}_{form_id} or gfexcel_field_value_{type}_{form_id}_{field_id}
The entry array is provided as a parameter, so you can combine fields if you want.
Can I separate the fields of an address into multiple columns?
Great question! Yes you can! You can set it on the settings page, or make use of the following hooks to get that working: gfexcel_field_separated_{type}{form_id}{field_id} where every variable is optional.
I have a custom field. Can your plugin handle this?
Yes it can, in multiple ways:
The default way the plugins renders output is by calling get_value_export on the field. All Gravity Forms fields need that function, so make sure that is implemented. The result is one column with the output combined to one cell per row.
But you can also make your own field renderer, like this:
Make a class that extends GFExcel\Field\BaseField (recommended) or extends GFExcel\Field\AbstractField or implements GFExcel\Field\FieldInterface
Return your needed columns and cells by implementing getColumns and getCells. (See AddressField for some inspiration)
Add your class via the gfexcel_transformer_fields hook as: type => Fully Qualified Classname (e.g., $fields['awesome-type'] => 'MyTheme\Field\MyAwesomeField')
How can I change the downloaded file name?
By now you really should know you can change almost every aspect of this plugin. Don’t like the name? Change it using the settings page, or by using the gfexcel_renderer_filename or gfexcel_renderer_filename_{form_id} hooks.
Also you can update title, subject and description metadata of the document by using gfexcel_renderer_title({form_id}), gfexcel_renderer_subject(_{form_id}) and gfexcel_renderer_description({form_id}).
Can I change the sort order of the rows?
Sure, why not. By default, we sort on date of entry in ascending order. You can change this, per form, on the Form settings page (GravityExport Lite) under “General settings”.
I want to download directly from the forms table without the URL!
You’re in luck: for those situations we’ve added a bulk option on the forms table. As a bonus, you can select multiple forms, and it will download all results in one file, on multiple worksheets (!!!)
How can I disable the hyperlinks on URL-only cells?
You can disable the hyperlinks by using the gfexcel_renderer_disable_hyperlinks-hook.
//add this to your functions.php add_filter('gfexcel_renderer_disable_hyperlinks','__return_true');
My numbers are formatted as a string, how can I change the cell type?
A number field is formatted as a number, but most fields default to a string. As of this moment, there are 3 field types. Boolean,String and Numeric. You can set these per field.
//add this to your functions.php use GFExcel\Values\BaseValue; add_filter('gfexcel_value_type',function($type, $field) { if($field->formId == 1 && $field->id == 2) { //Possible values are 'bool', 'string' or 'numeric', //or, use the constant, preferred: return BaseValue::TYPE_NUMERIC; //TYPE_STRING, TYPE_BOOL } }, 10, 2);
I’d like to add a hyperlink to a specific field
Since most values are Value Objects, we can interact with them, and trigger a setUrl function on a value.
//add this to your functions.php add_filter('gfexcel_value_object',function($value, $field) { if($field->formId == 1 && $field->id == 2) { $value->setUrl('https://wordpress.org'); } }, 10, 2);
I’ve added some notes, where are they?
By default the notes are disabled for performance. If you’d like to add these to the row you can activate this like so:
//add this to your functions.php add_filter('gfexcel_field_notes_enabled','__return_true'); //or add_filter('gfexcel_field_notes_enabled_{formid}','__return_true'); // e.g., gfexcel_field_notes_enabled_2
How do I add colors? It’s all too boring in Excel.
Definitely! You get to change: text color, background color, bold and italic. If that is not enough, maybe you should add clip art!
//add this to your functions.php add_filter('gfexcel_value_object', function (BaseValue $value, $field, $is_label) { // Need to know if this field is a label? if (!$is_label) { return $value; } $value->setColor('#ffffff'); //font color, needs a six character color hexcode. #fff won't cut it here. $value->setBold(true); // Bold text $value->setItalic(true); // Italic text (to be combined with bold) $value->setBackgroundColor('#0085BA'); // background color // $field is the GF_Field object, so you can use that too for some checks. return $value; }, 10, 3);
I don’t have enough memory!
Yes, this can happen. Unfortunately, this isn’t something that can be fixed without modifying your server configuration. As a default, WordPress allocates 40 MB of memory. Because the plugin starts the rendering pretty early, it has most of it available. But every cell to be rendered (even if it’s empty) takes up about 1KB of memory. This means that you have (roughly) 40 MB * 1024 KB = 40,960 Cells. I say roughly, because we also use some memory for calculations and retrieving the data. If you’re around this cell-count, and the renderer fails; try to upgrade the WP_MEMORY_LIMIT. Checkout WooCommerce’s Docs for some tips.
Can I hide a row, but not remove it?
You can hide a row by adding a hook. Checkout this example:
add_filter('gfexcel_renderer_hide_row', function ($hide, $row) { foreach ($row as $column) { if ($column->getFieldId() === 1 && empty($column->getValue())) { return true; // hide rows with an empty field 1 } } return $hide; // don't forget me! }, 10, 2);
Changelog
2.3.1 on July 4, 2024
Updated: Release to wordpress.org was missing files.
Enhancement: Date fields now export the date according to its field setting.
Enhancement: Value Objects (BaseValue) can reference getField(), getFieldType() and getFieldId() to help with filtering.
Enhancement: Name fields can now also be split up in to multiple fields. Made this a generic setting on the settings page. Please re-save your settings!
Enhancement: Subfield labels can now also be overwritten with the gfexcel_field_value-hook.
Bugfix: Found a memory leakage in retrieving fields for every row. Will now be retrieved only once per file.
Bugfix: Custom Sub field labels were not exported.
Bugfix: I spelled ‘separate’ wrong, and therefore the hooks were also wrong. Please update your hooks If you use them!
1.5.4
Language: Finnish language files added thanks to @Nomafin!
Enhancement: Better inclusion of script and styles.
Enhancement: Renamed Results in Excel to Entries in Excel to be more consistent.
Enhancement: Added a quick link to settings from the plugins page.
Bugfix: Wrong minimum version of Gravity Forms set, should be 2.0.
Help: Added some help text to the global settings page. I need your input!
1.5.3
Enhancement: Added plugin settings page with plugin wide default settings
Enhancement: Added dependency checks to plugin, so without them, the plugin won’t work.
Bugfix: Prices were shown in html characters. Not really a bug, but it was bugging someone ๐
Bugfix: Address field needed wrapping of value objects on separate fields.
Bugfix: Some fields were missing wrapping of value object.
1.5.2
Bugfix: Posting a form gave a 500 error, because of missing form info in front-end.
1.5.1
(Awesome) Feature: You can now set the order of the fields by sorting them, using drag and drop!
Feature: Add colors and font styles to cells by using the gfexcel_value_object-hook (See docs).
Feature: Attach a single entry file to a notification email.
Feature: We now support exports in CSV. Why? Because we can! (and also Harry asked me too).
Enhancement: You can now add .xlsx or .csv to the end of the URL, to force that output.
Enhancement: Added support for the Woocommerce add-on.
Enhancement: Added support for the Members plugin. You need ‘gravityforms_export_entries’ role for this plugin.
Bugfix: The extension did not match the renderer, which sometimes caused Excel to give a warning.
Bugfix: Lists with a single column could not be exported.
1.5.0
Failed upload. I wish WordPress would drop the ancient SVN approach!
1.4.0
Celebration: 1000+ active installations! Whoop! That is so awesome! Thank you for the support and feedback! As a celebration gift I’ve added some new settings, making the plugin more user-friendly, while maintaining developer-friendliness!
Feature / Security: Regenerate URL for a form, with fallback to old way. But please update all your URLs! This update also makes the slug more secure and unique by not using the (possibly default) NONCE_SALT.
Feature: Disable fields and metadata with checkboxes on the settings page. Can still be overwritten with the hooks.
Feature: Enable notes on the settings page. Can still be overwritten with the hook.
Feature: Added setting to set the custom filename. Can also still be overwritten with the hook.
Feature: Added error handling to provide better feedback and support.
1.3.1
Enhancement: Added notes per entry. Activate with gfexcel_field_notes_enabled.
Enhancement: Removed unnecessary files from the plugin to make it smaller.
1.3.0
Feature: Wrapped values in value objects, so we can be more specific in Excel for cell-type-hinting
Feature: NumberField added that uses the NumberValue type for Excel
Feature: Added filters to typehint cell values. See FAQ for more info.
Enhancement: updated cell > URL implementation. Each cell can be set individually now. See FAQ for more info.
Upgraded to PHP 5.6 for minimal dependency. Last version with PHP 5.3 was 1.2.3 (sorry for the mix-up, the new renderer forced my hand, and I forgot about this, otherwise the versioning had gone up sooner.)
1.2.4
Enhancement: moved away from deprecated PhpExcel to PhpSpreadsheet (Thanks @ravloony).
Enhancement: composer.json update to wordpress-plugin for easier installation with bedrock.
Enhancement: Metadata now uses GFExport to get all metadata; so a row now has all metadata. Can still be disabled.
Feature: New ListField transformer. Splits list fields into its own Excel columns, with newline-separate values per column.
Feature: New meta fields transformer. Special filter hooks for meta fields with gfexcel_meta_value.
Feature: New meta subfield transformer for date_created. Use gfexcel_meta_date_created_separated to split date and time in 2 columns.
Bugfix: Plugin hooks later, so filters also work on bulk-download files.
1.2.3
Bugfix: Worksheets could contain invalid characters, and break download.
Last version to use PHP 5.3
1.2.2
Enhancement: If a cell only contains a URL, that URL is set as a link on that cell, for easy access.
1.2.1
Translation: Added Dutch translation + enabled possibility to translate via WordPress.org. You can help me out!
Enhancement: Worksheets now have a title, and of course a gfexcel_renderer_worksheet_title hook.
1.2.0
(Very cool) Feature: Download Excel output directly from forms table, and (drumroll), download multiple forms in one file!
Feature: Added gfexcel_field_disable filter to disable all fields you want. Fields will be filtered out before handling.
Feature: Added gfexcel_output_rows and gfexcel_output_columns filters to have more control over output. Thanks @mircobabini.
Feature: Added a setting for sort order per form. Also contains some hooks to override that work!
1.1.0
Feature: Download counter (starts counting as of this version)
Feature: SectionField added to disable empty section columns. Disabled by default. Enable with gfexcel_field_section_enabled hook (return true).
Feature: FileUploadField added to disable file upload columns. Enabled by default. Disable with gfexcel_field_fileuploads_enabled hook (return false).
Update: Wait until plugins are loaded. Need to be sure Gravity Forms is active. This caused a problem in some multisite implementations.
Bugfix: Changed the permalink registration so that it works with multisite combined with the GF API (thanks for the assist @zitomerh). No need to reactivate the plugin now.
Bugfix: In Standard URL permalink structure, the hash wasn’t escaped properly
1.0.2
Bugfix: Only 20 results were being returned by the GFAPI
The title of a form could not be longer than 31 characters