Create a Report

Compile form data, easily search for information, summarize key data and download reports to Excel

 

  1. Navigate to the Reports module 
  2. At the top of the page you will find the Tool Bar, select the Add Button
  3. Select the Form to create a Report
  4. Select Next
  5. Name the Report, Description (optional), Select Organization Unit(s) to include
  6. Under the 'Form Statuses' section: deselect the form submission statuses to remove from the Report
  7. Under the 'Reports Columns' section: select the data fields to display in the Report
  8. Select Save 

The typical Form Statuses deselected for reports are:

  • Cancelled (cancelled)
  • Delete (deleted)
  • New (active) 
  • Scheduled (scheduled)