Reporting
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      2. Reporting

      How do I generate a standard report on Form data?

      Admins in Via can generate standard reports of form data. These standard reports can be accessed from the Traveler Forms dashboard and also from Reports > General Forms.

      For more details on all fields included in standard reports, click here.

      The available Form standard reports are:

      • Traveler Information: All Traveler profile data
      • Form Status by Program Name and Term: One row per traveler per program term with a column for each form the traveler has and the status of that form (not started, started, submitted accepted)
      • Form Content by Program Name and Term: A zip file containing one CSV per program term. CSV's contain around 20 standard columns as well as one column per field or question on the form template. 
      • Form Content by Form Template: A zip file containing one CSV per form template. CSV's contain around 20 standard columns as well as one column per field or question on the form template. 

      If selecting Form Content by Form Template, Via will export a zip file of as many CSVs as there are form templates in your selection - one CSV per form template.

      If selecting Form Content by Program Name and Term, Via will export a zip file of as many CSVs as there are program terms in your selection - one CSV per program term.

       

      To generate a standard report from the Form Dashboard…

      1. Click Forms in the main navigation menu
      2. Check the box to the left of the desired form/s to select form/s to report on
      3. Click Actions
      4. Select Standard Reports from the dropdown menu
      5. Select the desired report
      6. Rename the report, if desired
      7. Click Create Standard Report
      8. Click on View Downloads in the green pop-up in the lower right corner of Via
      9. Click the name of your Standard Report (or the download icon in the Actions Column)
      10. Open the downloaded zip file or CSV

       

      To generate a standard report from Reports > General Forms…

      1. Click Reports in the main navigation menu
      2. Click General Forms
      3. Check the box to the left of the desired form/s to select form/s to report on
      4. Click Actions
      5. Select Standard Reports from the dropdown menu
      6. Select the desired report
      7. Rename the report, if desired
      8. Click Create Standard Report
      9. Click on View Downloads in the green pop-up in the lower right corner of Via
      10. Click the name of your Standard Report (or the download icon in the Actions Column)
      11. Open the downloaded zip file or CSV