Access and combine your collected Form data to help you make actionable decisions for your organization with reports.
Reports include data from your collected Forms presented in a a table. Each row in the table represents a Form, and each column represents a Form's fields or metadata.
Basic and Team accounts can only report on a single Template. Advanced-tier accounts can report on up to 2 Templates. Enterprise-tier accounts can report on more than 2.
As your Forms are filled out, Form data is filtered into your reports based on the criteria you set.
Report scope
The data you'll find in your reports is determined by:
Templates: A report will only contain data from Forms that are based on the Templates you select.
Filters: These are conditions that determine which Forms from the chosen Templates will or will not be included.
Columns: Each column maps to a specific field in each of your chosen Templates. The set of columns in your report determines which fields are included.
Report columns: Template fields and metadata
Reports can have up to 200 columns. You can include any text-based Form information in your reports - including numbers and dates.
Fields that cannot be represented as text (e.g. images and maps) cannot be included in a report.
Report on Text Box, Auto Number, Database, Drop-down, Checkbox, Checkbox Group, Date Time, Date, Time, and Barcode fields.
Image, Location, Signature, and Sketch field types must be managed another way.
You can report on Tables if they contain text fields. If your table contains images, locations, signatures, or sketches, you'll need to manage that data another way.
In addition to the fields defined in your Templates, GoFormz also tracks metadata that is common across all Templates — information like a Form's name or completion date.
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.
Export Delimiter dictates how the columns should be recognized during a CSV export. A comma is the default setting.
Admin users can set the Timezone for all date-based metadata on CSV reports from GoFormz Reporting and in Bulk Form Exports in Forms.
By default your Timezone is set to Coordinated Universal Time (UTC).
The Date Format setting controls the display formatting for all date-based metadata on CSV reports from GoFormz Reporting and in Bulk Form Exports in Forms.
By default your Date Format is set to ISO 8601 (YYYY-MM-DD).
Metadata fields available for reporting purposes also include:
Form Name indicates the name of the matching Form.
Form ID is a unique, automatically generated hexadecimal ID used to identify a specific Form. When you open a Form in the Web Form Editor, the Form ID appears as part of the URL.
Created Date indicates the date and time that a Form was created.
Completed Date appears for completed Forms, and indicates both the date and time that the Form was completed.
Forms that are completed more than once will include a timestamp of the most recent completion.
Last Updated Date indicates the date and time of the Form's most recent update.
A Form's status can be either drafted or completed.
Template Name indicates which Template was used to create the matching Form.
Template ID is a unique, automatically generated hexadecimal ID used to identify a specific Template. When you open a Template in the Template Editor, the Template ID appears as part of the URL.
The user name for the person who filled out a Form is displayed as the Owner Name.
Owner ID is a unique, automatically generated hexadecimal ID that identifies which user a Form is currently assigned to.
Created By Name indicates who created the matching Form.
Created By ID indicates the user ID of the user who created the matching Form.
Last Updated By Name is the name of the user who most recently updated the matching Form.
Last Updated By ID is the user ID of the user who most recently updated the matching Form.
Access your reports
You must have the Advanced or Enterprise Edition in order to be able to access the GoFormz Reporting Tool. While most reporting functionality is available in the Advanced Edition, the following features are Enterprise only:
Multi-Template reports: Advanced users can include up to 2 Templates in a single report.
Enterprise users can report on up to 8.
Sort on Template fields: Advanced users can sort reports on metadata columns only.
Enterprise uesrs can sort on both metadata and Template fields.
Filter on Template fields: The Advanced Edition lets you filter reports on metadata fields only. The Enterprise Edition lets you filter reports on both metadata and Template fields.