Editing Form Data Reporting
Written by Amelia Boyer
Updated at January 15th, 2025
Table of Contents
Editing Form Data Reporting
If you’re generating reports from previously completed documents and notice that no information is being pulled, it’s often due to fields with identical titles. It's important to understand how to edit the form to make sure form data is pulling accurate and valuable data for you.
Form: The structure/build is designed to collect user information. This is essentially the template of the document type that is to be completed.
Document Type: The actual assignment of a form that can be completed by a user.
Video Tutorial:
Step-By-Step Tutorial:
- If you've created a report off of form data but note that the report is pulling blank this is your indication that the form may need to be adjusted
- Navigate to the document tab
- Select Forms
- Select the menu icon to the right of the form that needs edited and select edit
- Review your form for fields have have the same label. The form in the example has duplicated fields for Name and DOB. The first is for the patient information, and the second is for the insurance policyholder. These fields will need to be edited.
- Select the Edit icon for each field that needs a unique name
- Type in the new label
- Select save
- Repeat this action until all fields have their own unique label. Select Save to save your form.
Note: As a reminder, any changes made to a form in the form builder will not change the format of previously completed documents. Any documents completed moving forward that have this form associated will have the new language on them.
- Navigate back to your report in Edit Mode, select Refresh
- Data will now be generated on your report
- After our nightly sync updates the reporting database, the labels will also be adjusted on the form data report.
