Form Submissions Custom Report

See every submission to your forms. Filter, find, and export submissions that are most meaningful to your business, or generate a list of submissions for a specific date range.

Getting Started

The Form Submissions custom report offers a convenient way for you to follow your form activity, allowing you to pinpoint key form information using customizable insights. Learn more about when and how forms are making an impact on your bottom line.

Create a Form Submissions Custom Report

Use these instructions to create a custom report that identifies the submissions to the forms in your account.

  1. Select Reports at the top of the page.

  2. Click on Create Report from the Custom list of reports in the left menu.

  3. Find the Form Submissions option and click Create Report.

  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.

  5. Choose an interval for how your data will be presented by using the filter panel at the top of the report. The interval options available here vary based on your date range. Your filter options are dependent upon what you choose in this drop-down.

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  6. The report initially loads with a list of form submissions received by all companies. Each column displays an aggregated total of the different types of submissions received by each company.
    Use the Edit Columns button to choose which columns you'd like to see on this table.

  7. If you'd like to search for specific names, phone numbers, email addresses, or locations within the "Contact" column of the report, use the Search Contacts field at the top of the table to find your desired information.

  8. Use the filter panel to determine which companies and types of text conversations you'd like to see within a particular time frame.

  9. If you choose to drill-down further, select Add Filter and pick additional filters you'd like for your report. This drop-down only shows if you're adding filters.

  10. Optional: You can see a separate chart and table featuring details about various types of submissions by selecting the desired company within the report. Use the Edit Columns button to choose which columns you'd like to see on this table.

  11. Click the Save button at the top of the page if you'd like to save this report for later.

Compare Data

Use these instructions to compare data within your custom report. 

  1. Place your cursor over the date range drop-down and click the plus icon that appears.
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  2. Choose your desired comparison period by clicking on the comparison timeframe drop-down. You can create a custom timeframe by clicking on Custom. You'll see a comparison chart for the two time periods you've chosen.

    3. To exit the comparison view, click on the "X" that appears after placing your cursor over the comparison timeframe drop-down.

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Export and Print Report

You can print, save your report to a PDF file, or export your report to an Excel file.

  1. Select Export at the top of the table.

  2. Choose Excel or Excel All Columns 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.

  3. Select PDF Instructions and follow your browser-specific directions to save the report as a PDF file. You can also view this help article for more details.

  4. Click Print to print your report with the current filters and grouping applied.

Duplicating and Deleting a Custom Report

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

  1. Select Reports at the top of the page.

  2. Click on the report you'd like to duplicate or delete under Custom on the menu to the left.

  3. Click Duplicate Report or Delete Report within the Report Options drop-down menu.

  4. Confirm your choice by clicking Duplicate or Delete.