Create and manage reports in the GoFormz web app when you access the Reports tab.
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On the Reports page, you'll find the editor, where you'll create and edit your reports. Beneath that, you'll find the preview section, which displays what your report will look like.

A report is composed of three elements - Templates, columns, and filters.

You'll find information from the Forms completed using your selected Templates.

Click + Template on the bottom left-hand corner of the editor to add a Template.

Type in a keyword to narrow the drop-down list to only your Templates that include your keyword in their name. Click the Template you want to use for your report.

Remove a Template from your report when click the Template's name in the drop-down menu and click Delete. The selected Template will immediately be removed from the report.

You can also hide a Template from the Preview.

This will include Forms created using that Template in the report, but exclude them from the Preview panel. If you're building a report from multiple Templates, you may want to exclude all but one Template to verify the data you're receiving.

If you want to exclude a Template from the preview, click the Template's name in the editor and select Hide from preview. To stop excluding the Template from the preview, click the Template's name again and select Show in preview.

With Templates added, you're ready to configure your report's columns.

Each report column corresponds to a field in your selected Template. By default, the column has the same name as its Template field, but you can rename your columns.

If your report includes multiple Templates, you'll select the corresponding fields for each Template.

For example, suppose you are building a report using the Incident Form and Injury Form Templates. If you have a column named Date that uses an Incident Date field from your Incident Form, and the Injury Date column from the Injury Form.

The report editor displays all the columns in your report, along with the column name at the top and the corresponding fields from each Template.

In the example above, Total Amount uses the Total Cost field from the Sample Work Order Template included as a starter Template when you sign up with GoFormz.

Click + Add Column in the upper right-hand corner of the page to add a column to your report. You'll find a new column - titled Unnamed Column - added to your report. After you add a column, assign a recognizable name to your column.

When you click a column's name, you'll access a menu where you'll manage your column's name, map a Template field to your column, or move the column's placement within your report.

To map a template field to your column, click Template Field.

With the Template Field option, you'll find your Template's field names. If your report includes multiple Templates, you'll

This must be done for each of the Templates in your report. To do this, click Select Field next to your report's Template. Locate the field name by either typing a name into the menu, or manually using the scroll bar.

You'll repeat this step for each field on which you want to report.

When you click your column's name, you'll also have the option to rename, reorder, or delete your added columns.

Within the menu, you'll click the column's name to enter or change a column's name.

If you have an Enterprise-tier account, you can also sort your columns.

Click Order Columns to open the Order Columns menu. In this menu, you'll drag columns to change their order. You'll find your changes reflected in the report preview immediately.

With your columns configured, you're ready to apply filters.

Control which Forms you want included in your report with Filters. Filter using Form metadata or Template fields.

Common filters include filtering by date or name.

Click the Filter icon in the upper right-hand corner to view and manage your filters. Click + Add Filter to add a new filter row. Delete a filter when you click the X directly to the right of a filter.

Each filter includes a column, operator and value.

Filter your report based on any metadata column, but the available filtering varies based on the corresponding information's field type.

All column types include Is empty and Is not empty operators. These operators don't have a value - they filter based on whether or not the field was filled out by your Form User.

Text columns include Is and Is not operators, which process the value you enter. These columns include: text, checkbox group, drop-down menu, database, barcode, and autonumber. They'll also include all metadata columns except dates.
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Number columns include the operators Equals, Does not equal, Is less than and Is greater than. The value is a number that you enter.

Available checkbox column operators include Is and Is not. Your reported value is a checkbox, which can be checked or unchecked.

Date columns operators include: