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Reports overview
Reports overview

Set up reports to determine how you can make more of the information you're collecting with your Forms.

Updated over a week ago

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.

Screenshot displaying a report in the GoFormz web app.

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.

  • You can report on Text Box, Auto Number, Database, Drop-down, Checkbox, Checkbox Group, Date Time, Date, Time, and Barcode fields.

  • But, your Image, Location, Signature, and Sketch field types will need to 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).

Screenshot displaying the Timezone drop-down menu in the Account Details page in the GoFormz web app.


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).

Screenshot displaying the Date Format drop-down menu in the Account Details page of the GoFormz web app.

Metadata fields available for reporting purposes also include:

  • 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 yet been completed.

    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 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.

  • Created By Name: The name of the user who created this Form.

  • Created By ID: The unique hexadecimal ID of the user who created this Form.

  • Last Updated By Name: The name of the user who last updated this Form.

  • Last Updated By ID: The unique hexadecimal ID of the user who last updated this Form.

Report on table fields

Table fields are handled differently in GoFormz reports. A report containing table fields may have multiple rows per Form, because it will have a row for each filled row in the table. Non-table fields in each row will be identical, while the table rows will be different.

For instance, suppose Template you're reporting on contains a table called Labor & Services with columns for the Labor/Service Type, hours worked, and hourly rate.

If you include any of these table fields in the report, your report will have a separate row for each type of labor/service.

In the example below, the Form with ID dd69b1b6-78b4-4ede-9a79-3e6600a61d09 has three types of labor — Concrete, Gardening and Installation — so the report has a row for each one.

Note that the non-table fields — Customer, Sales Rep, Date, etc. — are identical in each report row, since they are coming from the same form.

Other Forms - like the one with ID 2b3e70be-ec6a-44bd-9ca3-3955f0168677 - have just one row in the report because they have only one type of labor.

Screenshot displaying a Work Order Report in the GoFormz web app.

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 reporting: The Advanced Edition allows a maximum of 2 Templates in a single report. The Enterprise Edition lets you report across more than 2 Templates.

  • Sorting on Template fields: The Advanced Edition lets you sort reports on metadata columns only. The Enterprise Edition lets you sort on all columns (i.e. both metadata and Template fields).

  • Filtering 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.

Go deeper

Want to learn more about reporting in GoFormz?

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