How to make a report on Form Data
Written by Amelia Boyer
Updated at January 15th, 2025
Table of Contents
How to make a report on Form Data
Creating a report based on form answers helps consolidate and analyze the data efficiently, providing clear insights and trends. It will also facilitate informed decision-making by summarizing and presenting the collected information in an organized manner.
Form: The structure/build is designed to collect user information. This is essentially the template of the document type that is to be completed.
e: The actual assignment of a form that can be completed by a user.
Video Tutorial:
Step-By-Step Tutorial:
- Navigate to the reporting tab
- Select Add to add a new report
- Name the report and provide it with a description
- Select Blank Report
- Select OK
- Your form will now show in edit mode
- To add data select +
- Select to add a Table block
- Next, select the Form Data: TITLE OF YOUR FORM
Note: If your form is not showing as a dataset you will need to complete steps 9-14 in the above video get to this point or follow along below.
Click HERE If your form is not showing as a dataset, follow the below steps before resuming step 10
- Right-click on the document tab on the left navigation, select Open link in new window
- Select Forms
- Select to edit the form for your dataset
- If you need to make edits to the form, do so now otherwise select Save
- Navigate back to your reporting tab and repeat step 9
- Resume with Step 10 below
- Select OK to save your data source
- Now, select columns
- Select which columns you'd like to show. You are also able to select all if you'd like
- Select OK
- Select Refresh to generate reporting data
- Once editing to your report is complete, select Done
- Run the report as necessary in Run mode.
Note: reporting will refresh overnight, navigate back to your report the next day to ensure you have accurate representation of your form