How do I report on Form data?

Form data can be generated from the following locations:

  1. Form Dashboard
  2. Report Dashboard

Form Dashboard

Admins can generate custom reports of form data from any of the following views:

  • Traveler Forms
  • Form Completion
  • Form Content

Within the Traveler Forms view, both custom & standard reports can be generated, although it is highly recommended to use custom reports. Within both the Form Completion and the Form Content view, only custom reports can be generated.

  • Travelers Forms view will generate a report of one row per Traveler per form
  • Form Completion view will generate a report of one row per Traveler per program term
  • Form Content view will generate a report by selected form template of one row per Traveler. This report includes all content from the selected form, including Traveler responses 

Custom reports

Admins can generate custom reports by adding or removing columns, sorting, and applying desired filters. All data visible on the screen will be downloaded onto one CSV. 

To generate a custom report…

  1. Click Forms in the main navigation menu
  2. Click Form Dashboard in the dropdown
  3. Head to the desired view in the sub navigation menu (Traveler Forms, Form Completion or Form Content)
  4. Search, sort, and/or filter for the desired content
  5. Hide or show desired columns by clicking the three vertical line icon in the top right corner of your table and selecting/de-selecting data
  6. Click the cloud icon with the downward arrow to download a CSV of all data visible on your screen

Report dashboard

From the forms view, Admins can generate custom reports of form data. Admins can create custom reports by altering what’s visible on their screen by adding or removing columns, sorting, and applying desired filters. All data visible on the screen will be downloaded onto one CSV. 

To generate a custom report…

  1. Click Reports in the main navigation menu
  2. Click FORMS in the sub navigation menu
  3. Search, sort, and/or filter for the desired content
  4. Click the cloud icon with the downward arrow to download a CSV of all data visible on your screen

It is highly recommended that you use custom reports from either the Forms Dashboard or Reports Dashboard for the most intuitive, flexible, customizable reporting. Click here to learn more about custom reports.

Standard reports

The data generated on standard reports is pulled directly from Traveler Forms and cannot be customized. There are 2 standard reports that generate Form data:

  1. Form Status by Program Name and Term
  2. Form Content by Form Template

Depending on the report, data will be exported on either one CSV file or a zip file containing one or more CSV files. Keep in mind that only Travelers who have Forms will appear in the relevant CSV or zip file.

To generate a standard report…

  1. Click Forms in the main navigation menu
  2. Click Form Dashboard from the drop down menu
  3. You will land on the Traveler Forms tab
  4. Search, sort, and/or filter for the desired content
  5. Click GENERATE REPORT
  6. Click SELECT DESIRED REPORT TYPE
  7. Type the name of or select the desired report
  8. Depending on the report, click DOWNLOAD AS ZIP or DOWNLOAD AS CSV
  9. Open the downloaded zip file or CSV