FAQs

What is Form Reporting?
The CSV Report Building Tool is a useful way to generate reports based on information being collected in any of your forms. In the Web Portal, go to Forms &...
Wed, 18 Dec, 2024 at 11:30 AM
How do I generate a report in Form Reporting?
To generate a form report, in your Web Portal go to Forms > Form Reporting. Select your Form and the date range you wish to report on. (Note, if you leav...
Wed, 18 Dec, 2024 at 11:32 AM
What are preset Form Report templates?
Pre-Set Form Report Templates are templates that you can save when you create a form report, so that you can use the same template at a later date without h...
Fri, 3 Jan, 2025 at 12:09 PM
How do I save and reuse a preset template?
Saving a Preset Template is quick and easy. In your Web Portal go to Forms > Form Reporting > CSV Report Builder. If you think you will use the Report...
Fri, 3 Jan, 2025 at 12:10 PM
Does scheduled Form Reporting gather data on every form each time it runs?
No. Automated Form Reporting runs with the schedule that has been set up for it. It reports any forms that have been Submitted since the last scheduled repo...
Wed, 9 Oct, 2024 at 12:59 PM
How long will data be available in a CSV report?
The data in a CSV report will continue to be available as long as the account is active, as the links on the CSV report will no longer work once the account...
Fri, 3 Jan, 2025 at 10:04 AM