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Form Reports

In the Form Reports Menu, the Description column provides a brief overview of the report and its use.

reportformmenu.png

You may have access to the following form report:

  • Form Detail, showing every instance that form was completed during the specified date range, and including when activated, who submitted it and when, who it was delivered to, and more.

  • Form Summary, including when activated, who completed it and when, who acknowledged it and when, read receipt information, and more.

When generating these reports, you can set specific filters to narrow your results based on a participating user or resource as well as a date range. In addition, you can generate the detail report in PDF or as a spreadsheet that you can open using a text editor or Microsoft® Excel® . The summary report can only be generated in Excel report format (.xlsx).

To generate a Form Detail report
  1. From any page, open the Report menu in the main navigation bar, and select Form Reports. The Form Reports Menu opens.

  2. In the Menu Option column, select Form Detail. The report criteria page opens.

  3. In Start Date and End Date, enter the date range that you want to include in the report.

  4. Choose the Report Format.

  5. Select the Form.

  6. Do one of the following:

  • Click Generate Report.

  • Click Filter, select the check boxes for the filters you want to use, and then click Generate Report.

To generate a Form Summary report
  1. From any page, open the Report menu in the main navigation bar, and select Form Reports. The Form Reports Menu opens.

  2. In the Menu Option column, select Form Detail. The report criteria page opens.

  3. In Start Date and End Date, enter the date range that you want to include in the report.

  4. Select the Form.

  5. Click Generate Report.

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Last modified
13:27, 28 Apr 2017

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