Creating Reports for your Form

Reports help you to visualize the data you have collected with your form.

To create a Report for your form:

  1. Click Forms in the menu on the left
  2. Find the form you wish to create a Report for and click the Options button
  3. Select Reports from the list
  4. You will be taken to the Reports page for this form. Click the New Report + button in the top right corner
  5. You will be taken to the edit page for this Report. Here you have the following options:
    • Report Title - a name for this report. This is just for your reference.
    • Date Range - a date range for the data this report should cover
    • Make this report public - check this box to make this report visible to anyone who has the link
    • Metrics & Graphs - this is where you can add metrics to your report. For example, let's say there's a field on your form where users are rating your business from 1 to 10. You could create a pie graph to display the data from this field in your report. Click "Add to Report" to add each metric. You can then re-order the metrics or delete them.
  6. Once you're done, click Save Report
  7. Your report has been drafted but you won't see any data in there until it has been generate. To do so you can choose Generate Now from the page you see after saving the report, or you can generate it at a later time.