Track and review changes across your Form activity with reports. Reporting is available for Advanced and Enterprise tier accounts.
In the web app, you’ll use scheduled Workflows to gather data. You’ll manage and review that data in the Reports tab.
Report on any text-based data you collect within your account, and create as many reports as you need. Each report can include data from up to 8 Templates, depending on your account tier.
As your Forms are filled out, Form data is filtered into your reports based on the criteria you set.
🗒️ Note: Fields that cannot be represented as text (like images and maps) cannot be included in a report.
Many users leverage reports to pass data to third-party systems like Power BI and Snowflake. Reports can then be used with Workflows to dispatch between your account and these systems to create a dashboard around your Form details.
📆 Want to learn more about how to leverage this set up? Book a demo today.
Leverage reports with your Workflows when you include the Schedule trigger to run reports daily, monthly, or weekly.
Your reports will export as comma-separated value (CSV) files. Automate these report files to either dispatch as an email, or deliver to a third-party app.
Create a report
Set up a report using the Report Editor. Select between two processes to create a report: the Report Builder and the Report Designer.
If you’re building your first report, consider the Report Builder process. This pathway provides you with guidance as you determine which data you’ll pull for your report.
With the Report Designer you’ll build a report without any prompting. This process provides a way to create more complex reports - like reporting across multiple Templates.
With your reports built, you can always access, review, and update them as necessary.
Organize and manage your reports
Your Reports are organized into folders. By default, your Reports deliver to whichever folder is open when you create your Report. If you’re not in a specific folder, it’ll deliver to your Main folder.
Create as many Report folders as you need to effectively organize and manage your Reports.
⚙️ Expert tip
Establish a naming convention for your field names, Reports, and folders - and be consistent with it. Naming conventions should be short, descriptive, and logical.
Bonus points if you document your naming conventions and review them annually.
Click a report to access and review it. You can also access your report using the Actions (. . . ) menu where you’ll find the following options:
Edit opens your report in the Report Editor
Duplicate a report when you want to build a report that’s similar in structure and content to an existing report, but want to include variations
Click Schedule Workflow to navigate to the Workflow Editor, where you’ll set up a scheduled Workflow based on your report
Workflows send you to the Workflows tab, where it’ll display all of your existing Workflows related to the matching report
Delete permanently deletes your report - deleted reports cannot be recovered
Review and export your report in the Report Editor.
Review and export your reports
In the Report Viewer, you’ll find your report data. As you receive Forms matching your filter criterion, their data will continue to be added to your reports.
Reports include data from your collected Forms presented in a table. Each row in the table represents a Form, and each column represents a Form's fields or metadata.
Select Edit to open your report in the Report Designer. Here, you’ll filter, sort, and review your report’s Templates, Template fields, and metadata.
Manage report export settings in the Account Management menu. Under Export Settings in Account Management, you can manage your Export Delimiter, Timezone, and Date Format.
？Catch-up quick
Export Delimiter dictates how the columns should be recognized during a CSV export. A comma is the default setting.
When you’re satisfied with your report, click Export to download your report as a CSV file.
Access and track your report export in the Notification Center (that’s the bell icon in the upper right-hand corner).
Open your CSV file in your preferred database analysis software to further manipulate and analyze your Form data.
Related topics
Explore which other Workflows might benefit your organization.
Verify that your report folders follow a similar pattern to your Template and Workflow folders.
Add tags to keep Forms that are related to specific reports grouped together for cross-referencing and management.