Form submissions by form custom report

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

Getting started

You'll have two different ways to display your data:

  1. 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.

  2. 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.

    Screen_Shot_2020-06-04_at_2.46.58_PM.png

Need to print, export, or save a report? You can follow the instructions in this article to do so.

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 report includes the total number of form submissions for the companies selected.

  1. Click Analytics on the left navigation bar.

  2.  Click Reports at the top of the page.

  3. Choose Create Report from the Custom header on the left.

  4. Choose the Form Submissions by Form option and click Create Report.

  5. Name your report by clicking the pencil icon at the top of the page or select Rename Report within the Report Options drop-down menu on the upper-right of the page. You can update the name of your report at any time.

  6. Ensure Total is selected in the drop-down menu within the filter panel at the top of the report.
    Screen_Shot_2018-12-11_at_5.29.36_PM.png
  7. 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. Click the Edit Columns button to choose the data you'd like to view.
    Screen_Shot_2018-12-11_at_5.03.25_PM.pngScreen_Shot_2018-12-11_at_5.05.05_PM.png
  8. Use the filter panel at the top of the report to determine which companies and types of form submissions you'd like to see.

    - 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 a timeframe.

  9. If you choose to drill-down further, select Add Filter and pick additional filters you'd like to see in your report. The filters in the window only appear if you select this option.

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

Create a report by time interval 

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 report includes the total number of form submissions broken out over years, months, weeks, days, or hours (depending on what you choose).

  1. Click Analytics on the left navigation bar.

  2. Click Reports at the top of the page.

  3. Choose Create Report from the Custom header on the left.

  4. Choose the Form Submissions by Form option and click Create Report.

  5. Name your report by clicking the pencil icon at the top of the page or select Rename Report within the Report Options drop-down menu on the upper-right of the page. You can update the name of your report at any time.

  6. Click on the Total drop-down menu in the filter panel at the top of the report and choose an interval for how your data will be presented. The interval options available 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
  7. 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. Click the Edit Columns button to choose the data you'd like to view.
    Screen_Shot_2018-12-11_at_5.20.57_PM.pngScreen_Shot_2018-12-11_at_5.21.57_PM.png
  8. Use the filter panel at the top of the report to determine the companies, form submissions, and date range you'd like to see.

    - 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 a timeframe.

    - Use the Total Form Submissions drop-down to select a specific type of form submission.

  9. If you choose to drill-down further, select Add Filter and pick additional filters you'd like to see in your report. The filters in the window only appear if you select this option.

  10. Click Save at the top of the page if you'd like to save this report for later. 
Was this article helpful?
0 out of 0 found this helpful

Articles in this section

Ask the Community
Find best practices, post, and learn from CallRail users.
CallRail Support Hours
Weekdays 9:00am - 9:00pm EST