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Create and manage reports
Create and manage reports

The Report Designer is the main interface for designing and editing reports.

Updated over a week ago

Create and manage reports in the GoFormz web app when you access the Reports tab.

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.

Screenshot displaying the Reports page on the GoFormz web app.

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

Select a report's Templates

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

πŸ—’οΈ Note: Reporting on more than two Templates in a report requires an Enterprise-tier account.

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

Screenshot displaying the location of the "+ Template" button in the Reports tab of the GoFormz web app.

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.

Screenshot displaying the Template-selection menu in the Reports tab of the GoFormz web app.

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.

Screenshot displaying the location of the Delete button in the Template selection menu in the Reports tab of the GoFormz web app.

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.

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.

Screenshot displaying a sample report in the Reports tab of the GoFormz web app.

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.

Add and map columns to your reports

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.

πŸ—’οΈ Note: If your report includes a lot of columns, you may have to scroll right to access the + Add column button.

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.

Screenshot displaying the "Add column" menu options in the Reports tab of the GoFormz web app.

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

  • If you want this column to display Template metadata, select the desired metadata field. Examples of Template metadata include Form ID and Created Date.

  • If you want this column to display Form data, select Template Field.

Screenshot displaying the Template Field menu in the column menu within the Reports tab of the GoFormz web app.

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.

Manage your existing columns

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.

Screenshot displaying the Order Columns menu in the Reports section of the GoFormz web app.

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

Create report 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.

πŸ—’οΈ Note: Filtering by Template fields is only available for Enterprise-tier accounts.

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.

Screenshot displaying the Filters menu in the Reports tab of the GoFormz web app.

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.

πŸ—’οΈ Note: Metadata field date fields display formatted in UTC standard time.

​Enterprise accounts set up to filter using date and time Template Fields will find filtering based on their local timezone settings.

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.
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:

  • Is, Is before, Is after: With these operators, the values are Today, Yesterday and Pick a Date. When choosing the latter, you will be prompted to select a date on a calendar.

  • Is within: With this operator, the values are Last 7 Days, Last 14 Days, Last X Days, This Week, This Month, This Year and Pick a Date Range. When choosing the latter, you will be prompted to select a date range on a calendar.

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