Form Submissions by Forms Custom Report (Beta)

This feature is currently being beta tested. If you have feedback while this feature is testing, please fill out this user survey.

Create reports for a high-level view of how your forms are being submitted. Use metrics to see the form submission volume.

Use this article to learn how to:

  • Create custom reports that show form submissions by forms within your account
  • Export and print your report
  • Duplicate a report
  • Delete a report

Getting Started

You'll have two different ways to display your data when building a "Form Submissions by Forms" report:

  • Creating a report that shows the total number of form submissions by each form name. The data in this report will display according to form name, with the option to filter based on date range.
  • Creating a report that shows the total number of form submissions by each form name over a specific time period. These intervals are determined by the date range you select.

Create a Report for Form Submissions by Form Type

Use these instructions to create a custom report that identifies the types of form submissions received by any company in your account.

For example: You can use this setup to create a report that shows the total number of form submissions received by four different companies. The table that's created for this kind of report includes the total number of form submissions for the companies selected.

  1. Select Reports at the top of the page.

    Screen_Shot_2019-02-22_at_9.24.24_AM.png
  2. Click on All from the Custom list of reports in the left menu.

    screenshot_1522.png
  3. Find the Form Submissions by Forms option and click Create Report.

    screenshot_1366.png
  4. Name your report by clicking the pencil icon at the top of the page or select Rename Report within the Report Options drop-down. You can update the name of your report at any time.

    Screen_Shot_2019-03-01_at_2.07.57_PM.png

    Screen_Shot_2019-03-01_at_2.03.49_PM.png

  5. Ensure Total is selected in the drop-down at the top of your page.

    Screen_Shot_2018-12-11_at_5.29.36_PM.png
  6. The report initially loads with a list of total form submissions received by all companies. Each column displays an aggregated total of the different types of form submissions received by each company.

    Screen_Shot_2018-12-11_at_5.03.25_PM.pngScreen_Shot_2018-12-11_at_5.05.05_PM.png
  7. Use the filter panel at the top of the report to determine which companies and types of form submissions you'd like to see.

    screenshot_1375.png
    • Use the company drop-down to choose which form submissions should be on this report. You can select as many or as few as you'd like.
    • Use the date range drop-down to select the timeframe for the form submissions you'd like to see on this report.

  8. Click Save as New in the banner at the bottom of the page if you'd like to save this report for later. Or, if you're updating a custom report you've already created, and you'd like to overwrite the report with the changes you've made, click Save. Click Discard Changes to remove any updates you made.

    screenshot_1527.png

Create a Report by Time Interval 

Use these instructions to create a custom report using one or multiple companies in your CallRail account. Use this option if you'd like to see the total number of form submissions received by a company broken down by specific intervals of time.

For example: You can use this setup to create a report that shows the total number of form submissions for four different companies. The table that's created for this kind of report includes the total number of form submissions broken out over years, months, weeks, days, or hours (depending on what you choose).

  1. Select Reports at the top of the page.

    Screen_Shot_2019-02-22_at_9.24.24_AM.png
  2. Click on All from the Custom list of reports in the left menu.

    screenshot_1522.png
  3. Find the Form Submissions by Forms option and click Create Report.

    screenshot_1366.png
  4. Name your report by clicking the pencil icon at the top of the page or select Rename Report within the Report Options drop-down. You can update the name of your report at any time.

    Screen_Shot_2019-03-01_at_2.07.57_PM.png

    Screen_Shot_2019-03-01_at_2.03.49_PM.png

  5. Click on the Total drop-down and choose an interval for how your data will be presented. The interval options available here vary based on your date range. Your filter options are dependent upon what you choose in this drop-down.

    Screen_Shot_2018-12-11_at_5.28.24_PM.png
  6. The report initially loads with a list of form submissions received by all companies. Each column displays an aggregated total of form submissions received by each company over the time interval you've selected.

    Screen_Shot_2018-12-11_at_5.20.57_PM.pngScreen_Shot_2018-12-11_at_5.21.57_PM.png
  7. Use the filter panel at the top of the report to determine the companies, form submissions, and date range you'd like to see.

    Screen_Shot_2018-12-11_at_5.23.01_PM.png
    • Use the Total Form Submissions drop-down to select a specific type of form submission.
    • Use the company drop-down to select the companies you'd like to see in this report. You can select as many or as few as you'd like.
    • Use the date range drop-down to select the timeframe for the form submissions you'd like to see on this report.

  8. Click Save as New in the banner at the bottom of the page if you'd like to save this report for later. Or, if you're updating a custom report you've already created, and you'd like to overwrite the report with the changes you've made, click Save. Click Discard Changes to remove any updates you made.

    screenshot_1527.png

Export and Print Report

You can print or export your report to an Excel file. 

  1. Select Export at the top of the table.

    screenshot_1529.png
    • Choose Excel to download an Excel file of your report. If you choose to export to Excel, your report will include a cover sheet that details the filters you used to create your report.
    • Click Print to print your report with the current filters and grouping applied.

Duplicating a Custom Report

If you'd like to duplicate a custom report you've created, you can do so at any time.

  1. Select Reports at the top of the page.

    Screen_Shot_2019-02-22_at_9.24.24_AM.png
  2. Find and click on the report you'd like to duplicate.

    screenshot_1534.png
  3. Click Duplicate Report within the Report Options drop-down.

    Screen_Shot_2019-03-01_at_1.54.27_PM.png
  4. Confirm that you'd like to duplicate this report by clicking Duplicate.

    Screen_Shot_2019-03-01_at_1.55.55_PM.png

Deleting a Custom Report

If you'd like to delete a custom report you've created, you can remove it from your list at any time.

  1. Select Reports at the top of the page.

    Screen_Shot_2019-02-22_at_9.24.24_AM.png
  2. Find and click on the report you'd like to delete.

    screenshot_1534.png
  3. Click Delete Report within the Report Options drop-down.

    Screen_Shot_2019-03-01_at_1.49.01_PM.png
  4. Confirm that you'd like to delete this report by clicking Delete.

    screenshot_1532.png
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