Form Submissions report template

Overview

Use the Form Submissions report template to analyze forms data, including actual responses in a form, gain business insights, identify growth opportunities, and enhance compliance. This template also supports reporting on technician forms.

Example Form Submissions reports:

• Run report based on equipment inspection form to identify repair/replacement opportunities

• Run report based on company-mandated safety training form (other technician forms) to improve process compliance

Things to know

• The Form Submissions report template contains dynamic columns that depend on the date range and other selected filters.

• In the Form Submissions report template PDF forms aren’t included.

• If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.

• You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

Create a Form Submissions report

Follow the steps to create a custom report based on the Form Submissions template and select the columns to include in your report.

The Form Submissions template has these columns selected by default if you select the All report type:

• Form ID: Form ID number

• Form State: The status of the form

• Assigned To: The entity the form is assigned to, for example, job, call, customer, location, equipment, or technician 

• Completer: The person who saved or completed the form

• Form Name: Name given to the form

• Last Modified Date: Date the form was last updated

• Customer Name: Name given to the customer
  

You can customize the report by selecting additional columns from the following sections:

• Form Basics: Common fields included on a form submission record

• Customer Details: Details on the customer, including customer type, taxable customer, and more.

• Location Details: Details on location, including location type, location original campaign, and more.

Run a report

Before running the report, set filters to narrow your results:

1. Click the Form State dropdown to select which status to filter by:

   1. Completed

   2. Saved
      

2. Click the From - To field to set date filters. You can:

   • Use the calendar to select a specific date range and then click Apply.
     

   • Use the left menu to select a preset date range:

     • Today: From 12:00 AM to the current time.

     • Yesterday: Previous day, from 12:00 AM to 11:59 PM.

     • This Week: From Monday through Sunday of the current week.

     • Week to Date: From Monday through the current date of the current week.

     • Last 7 Days: Previous seven days, including today.

     • Last 14 Days: Previous 14 days, including today.

     • Last 30 Days: Previous 30 days, including today.

     • Month to Date: From the first of the current month to the current day.

     • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

     • Last 90 Days: Previous 90 days, including today.

     • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

     • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

     • Quarter to Date: From the first day of the current quarter to the current day.

     • Year to Date: From January 1 of the current year to the current day.

     • Last 365 Days: Previous 365 days, including today.

     • Last Year: From January 1 of the previous year to December 31.

3. Click the Form Name dropdown and select the form you want.
   

4. When you’re done setting your filters, click Run Report.

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