Reporting Dynamic Form Tutorial

Reporting Dynamic Form Tutorial

Our dynamic forms come with robust reporting capabilities, providing real-time insights into form submissions and user interactions. Track key metrics such as completion rates, response patterns, and time spent on each section, all through an intuitive dashboard.

With customizable filters and exportable data options, you can easily analyze trends, measure effectiveness, and make data-driven decisions. Whether for feedback, registration, or compliance, our reporting tools ensure you stay informed and maximize the impact of your forms.

In this article we will explore Reporting on your dynamic form data

Report Types

  • Chart - Used to display data visually and requires a Series Report Type
  • Table - Used for statistics or uploading Excel Templates
  • Series - Series is comprised of a Label("Text") and Series("Number") Column to display data.

Other options

  • Top Rows - Using less rows will increase the performance of the report
  • Role - Who may view the report
  • Report Name - Used to Identify the Report
  • Report Description - Describe the report to the viewing User
  • Report Template - Upload an Excel File that will be send with report data
  • Dashboard - View this Report on the Home Dashboard screen when Logging in
  • Email - Schedule the Report to Email
Travel Reports Filter

Scheduling Emails

  • Start Date - The Date the Email should start
  • End Date - The (Optional) Date when the Emails should stop
  • Recurrence - Daily/Weekly/Monthly
Travel Reports Filter

Report Template

Let's prepare a Template to upload which will be sent to the emails on schedule and populate the data
  • Chart - Add a Pie Chart with data range: A1:A4,C1:C4
  • Chart Settings - Set "Use Row 1 as Headers" and "Use Column A as Labels"
  • Formula - Add a SUM Total formula anywhere on the grid. We used E1
  • Vote Percentages - Add the formula "=B2/$E$1" for every Votes line
Travel Reports Filter

Report Email

You will receive an email with your report attached
Travel Reports Filter

Report File

The Prepared Template has charts already set up for a visual experience
Travel Reports Filter

More Info

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