Compile form data, easily search for information, summarize key data and download reports to Excel
- Navigate to the Reports module
- At the top of the page you will find the Tool Bar, select the
Add Button - Select the Form to create a Report
- Select Next
- Name the Report, Description (optional), Select Organization Unit(s) to include
- Under the 'Form Statuses' section: deselect the form submission statuses to remove from the Report
- Under the 'Reports Columns' section: select the data fields to display in the Report
- Select Save
The typical Form Statuses deselected for reports are:
- Cancelled (cancelled)
- Delete (deleted)
- New (active)
- Scheduled (scheduled)