Reports

reports allow users to view and analyze data from form submissions these can be saved for future reference creating a report roles required owner , admin , manager navigate to the reports page click the create button in the top right corner enter a name for the report select the form you want to create a report for click save to save the report you will be taken to the report builder where you can configure the report viewing a report roles required owner , admin , manager navigate to the reports page click on the report you want to view editing a report roles required owner , admin , manager navigate to the reports page click on the report you want to view freely build report filters click save to save the changes deleting a report roles required owner , admin , manager navigate to the reports page click on the report you want to delete click the delete button in the top right corner confirm or cancel the deletion exporting a report roles required owner , admin , manager navigate to the reports page click on the report you want to export click the export button in the top right corner select whether you want an email or to download the file if you selected file, the report will be downloaded to your device if you selected email, you will be prompted to enter an email address to which the report will be sent click export to export the report form submissions report roles required owner , admin , manager this report shows all form submissions for a specific form with advanced filters filters can match on all or any of the following fields any field this will match on any field in the form submission is this will match on the exact value of the field contains this will match on any field that contains the value submitted by this will match on the user that submitted the form date submitted this will match on the date the form was submitted filters can also match each field in the form submission completion status report roles required owner , admin , manager this report shows the completion rate across the organization for assignments past due date these can be filtered by form the form that the assignment was for task the task that the assignment was for team the team that the assignment was for date due the date the assignment was due triggers triggers are used to either send notifications, or assign a task/form when a form submission meets specific criteria assigning this way behaves slightly differently than a normal assignment there can only be one assignee, a specific user, the submitter, or a user role relevant to the location of the submission in the hierarchy also, a small relative due date can be set assignment action settings form assign a form to the user task instructions if a form is omitted, a task with the name of the trigger is assigned instructions can be added here assign to the user, role, or submitter that the form or task will be assigned to due whether to set a due date relative to the submission date due interval the interval of the due date (1, 2, etc ) due unit the unit of the due date interval (hours, days, weeks, months, years) notification action settings any number of recipients can be added email whether to send an email notification to a specific email user whether to send a push notification or email (user preference) to a specific user role whether to send a push notification or email (user preference) to first user with a specific role