Extracting Form Data for Reporting in Sharperlight or Power BI via Upvise Integration

Upvise enables you to extract data for external reporting tools, such as Sharperlight or Power BI, using its Integration feature. This tool provides flexible access to data from forms, data tables (e.g., Contacts, Tools), and datasets, enabling comprehensive reporting across your Upvise environment.


If you would like to extract a basic export of all form submissions, you can manually add a table to the integration control using the steps below.

Steps to Extract All Forms Data

  1. Navigate to Settings in the Upvise web app.

  2. Select Integration from the left-hand menu.

  3. Click the “+” (plus) button to add a new integration.

  4. Select “Standard Table”.

  5. Click “Add New”.

  6. In the table name field, enter:
    Forms.forms

  7. Click Save.

  8. Click Regenerate Now to refresh the export.

  9. Click Copy Link to Clipboard – you can now paste this link into your browser to download the Excel file.

✅ Tip: Once the file is downloaded, it can be loaded into your BI tool of choice for analysis or dashboarding.

Form-Specific Reporting

For detailed form-specific reporting, data must be extracted per individual form template. 


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Related: Reporting from Upvise