Product research
Data export workflow survey questions
Learn what people do after exporting data so you can improve columns, formats, and handoffs without guessing at their reporting needs.
- Who to ask
- Users who recently exported results or records.
- When to ask
- After an export has been used in its destination tool.
Questions to adapt
- What were you trying to do with the export?
- Which tool did you open it in?
- What did you need to clean or rearrange?
- Which information was missing?
- How often do you repeat this process?
Use the answers
Document the common cleanup steps and sample desired column names using nonsensitive examples. Fix predictable formatting friction first, then assess whether repeated workflows justify a dedicated feature.
Keep the research useful
Do not ask users to upload complete customer datasets as examples. A redacted sample or description is usually enough.
Collect the feedback in Formkii
Start a short survey with a clear introduction and a consistent reference period. Use choice questions where you need comparable categories and open text where the explanation matters. Preview the survey with someone who understands the task, then share the published link with the relevant participants. Review written answers alongside response counts, and export to CSV if you need to group themes in a spreadsheet.