This documentation is for the new GoFormz Reporting tool to be released to all reports users in September 2019. If you are looking for documentation regarding the current Reporting tool please click here.
When you and your colleagues fill out forms, you generate a lot of data. GoFormz reports help you aggregate and view this data in meaningful ways that can help drive business decisions.
In this introductory article, we discuss GoFormz reporting and its capabilities.
What is a report?
A report in GoFormz consists of data from multiple forms presented in table format. Each row in the report represents a form, and each column represents a form field or form metadata. You can report on a single form template, or on multiple form templates (up to 2 templates at the Advanced Edition, more than 2 templates at the Enterprise Edition). The example below shows a simple GoFormz report. This report is based on the Sample Work Order template that comes with your GoFormz account, and shows the form Name along with several form fields — Customer, Date, Technician, Total Cost, and Total Hours.
GoFormz reports are dynamic. As more and more forms are completed, the data from those forms gets added to the report if it meets the filter criteria you set for the report.
Three factors determine the data that goes into a report:
- Template: A report will only contain data from forms that are based on the form template(s) you select. Reporting across more that 2 templates is only available with the Enterprise Edition.
- Filters: These are conditions that determine which forms from the chosen template(s) will or will not be included.
- Columns: Each column maps to a specific field in each of your chosen templates. So the set of columns in your report determines which form fields are included.
Report Columns: Template Fields and Metadata
Any fields in your form that can be represented as text (e.g. numbers and dates) can be included in a report column. Fields that cannot be represented as text (e.g. images and maps) cannot be included in a report. To be more precise:
- You CAN report on these field types: Text Box, Number, Auto Number, Database, Drop Down, Checkbox, Checkbox Group, Date Time, Date, Time, and Barcode.
- You CANNOT report on these field types: Image, Location, Signature, and Sketch.
- You CAN report on fields that are inside a table, as long as they are not Image, Location, Signature or Sketch fields. (Note that table fields can only be added to a report in the Report Designer and will not appear in the the Report Builder.)
In addition to the fields defined in your form templates, GoFormz also tracks some metadata that is common across all templates — things like form name, form completion date, etc. The metadata fields available for reporting purposes are as follows:
- Form Name: The name of this form.
- Form Id: This form's unique hexadecimal ID; these IDs are generated by GoFormz automatically. To find a form's ID, open it in the Web Form Editor and look at the URL.
- Created Date: The date and time when this form was created.
- Completed Date: The date and time when this form was completed. This field will be empty if the form has not been completed yet. If the form was completed more than once, this will be the timestamp of the most recent completion.
- Last Updated Date: The date and time of the most recent update to this form.
- Status: The form's status — Draft or Completed.
- Template Name: The name of the form template from which this form was created.
- Template Id: The unique hexadecimal ID of the template from which this form was created; these IDs are generated by GoFormz automatically. To find a template's ID, open it in the Template Editor and look at the URL.
- Owner Name: The name of the user to whom this form is assigned.
- Owner Id: The unique hexadecimal ID of the user to whom this form is assigned; these IDs are generated by GoFormz automatically.
Want to learn more about reporting in GoFormz? Here are some highlights:
- Manage your reports via the Reports Tab
- Create your reports with the step-by-step Report Builder, then edit them in the Report Designer
- View your reports and export them to CSV with the Report Viewer
- Schedule reports to run periodically and automatically get sent to your email or saved to your cloud storage account