Form submissions by form custom report

This article explains how to create custom reports based on form submission data.

Getting started

You have two ways to display your data:

  1. Report showing total form submissions by form name, with date range filter.

  2. Report showing total form submissions by form name over a specific time period.

    Screen_Shot_2020-06-04_at_2.46.58_PM.png

To print, export, or save a report, follow the instructions in this article.

Create a report for form submissions by form type

This report shows total form submissions across all companies.

  1. Select Analytics on the left navigation bar.

  2. Select 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 select Create Report.

  5. Name your report by selecting the pencil icon at the top of the page. You can update the name anytime by selecting Rename Report in the Report Options menu.

  6. Select Total from the filter panel menu.

    Screen_Shot_2018-12-11_at_5.29.36_PM.png

  7. The report will load with a list of total form submissions received by all companies. Select 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 to determine which companies and types of form submissions you'd like to see.

    • Use the company drop-down to choose form submissions.
    • Use the date range drop-down to select a timeframe.
  9. To drill down further, select Add Filter and pick additional filters.

  10. Select Save at the top of the page to save this report for later.

Create a report by time interval

Use this option to see total form submissions by a company broken down by specific time intervals.

  1. Select Analytics on the left navigation bar.

  2. Select 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 select Create Report.

  5. Name your report by selecting the pencil icon at the top of the page or Rename Report in the Report Options drop-down menu.

  6. Select the Total drop-down menu in the filter panel and choose an interval for your data.

    Screen_Shot_2018-12-11_at_5.28.24_PM.png

  7. The report loads with a list of form submissions received by all companies. Select 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 to determine the companies, form submissions, and date range you'd like to see.

    • Use the company drop-down to select companies.
    • 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. To drill down further, select Add Filter and pick additional filters.

  10. Select Save at the top of the page to save this report for later.

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