Overview
Sometimes you need to know exactly who answered "yes" (or any other value) to a specific question on a form, like a health questionnaire or an enrollment packet. Building a query lets you pull that answer directly, across as many submissions as you need, instead of reviewing forms individually.
This article and video walk through how to build a query for a specific question and answer, add that answer as a column, and download or save the results.
Before you start
Identify the exact question you want to query on, including which form and which packet it lives in. In the example below, we're looking for any "yes" answers to a neurology question on a health questionnaire in the 26-27 packet.
Steps
Go to Reporting → Queries.
Hover over the blue New Query button and select Students.
Click Add Rule to start building your rule.
Search for Form Requests.
Search for Submissions, since you're looking at a specific submission.
Search for and select Form Instance. This lets you specify the exact question you want to look at.
Choose the form you used for that question. (If you've used the same form across several years, you'll see multiple versions listed. Select the one that matches the year you need, for example the second neurology form if you have two.)
Select the question and the answer you're looking for.
(Optional) If you have several years of packets or form requests, add another rule to specify which packet to pull from, for example the 2026 packet.
Click Save to run your report.
Your results will show every student who matches the rule. In our example, that's every student with a "yes" answer to the neurology question.
Adding the answer as a column
By default, your results show matching students, but not the actual answer text. To add it:
Click into the Columns field to adjust which columns display.
Look for the blue suggestion. This is the field you just filtered on, and the system will suggest adding it as a column automatically.
Click the suggestion to add the column and regenerate your results with that answer included.
Downloading your results
Click the Download button to export your query. You can choose:
Format | Notes |
Best for printing or sharing a static view | |
Excel | Best for further sorting or analysis |
CSV | Best for importing into other systems |
💡 Tip: If a column contains multiple values, such as a list of dietary restrictions, use the flatten columns option to break those values into separate fields in your export.
Saving and favoriting your query
If this is a report you'll run often:
Rename it to save it for yourself.
Click the heart icon in the upper right corner to favorite it for quick access later.
Need help?
If you have any questions or concerns, click the question mark icon in the upper right corner to reach our support team.