Form Reporting

We’re excited to announce a powerful new feature that many of you have been asking for: Form Templates Reporting. This update will make it easier than ever to analyze and share form data across your organization. Expect this release prior to the holiday break.

What’s New?

Admins will be able to access the Form Templates Reporting feature through: Admin > Reports > Forms.

Here’s what you can expect:

• Overview Table: Columns displaying the form template names, the number of completed forms, and a “View Report” option.
• Date Range Filters: Select specific date ranges and filter by published or unpublished forms to customize your report.
• Dynamic Table Updates: When a filter is applied, the table will refresh to show the updated numbers.
• Generate and Share Reports: Clicking “Export” allows you to add recipients, including third parties. The report is then generated and emailed directly to the selected recipients.

Report Details

The generated report includes:

• Form Instance ID
• Form Name
• Questions as Column Headers
• User Responses in the Rows

This detailed format makes it easy to sort and analyze the responses using Excel and extract specific data you need.

How Does This Benefit You?

• Streamlined Data Analysis: Quickly review form completion data and export it for deeper analysis.
• Easy Sharing: Share reports with stakeholders, including third parties, without hassle.
• Customizable Views: Filter by date range and publication status to get the precise data you need.

We’re confident this new feature will greatly enhance your ability to monitor and report on form completion data, saving time and improving workflow efficiency.

As always, our team is here to help if you need any assistance or have questions about using the new reporting feature.

Thank you for your continued trust and partnership!