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.
Document Type: The actual assignment of a form that can be completed by a user.
Video Tutorial:
00:01: Hi. This is Nikki from healthy roster. 00:03: This rhetoric a walk you through how to create a report that is based off 00:07: of form data. This is a helpful report to generate if you'd like to consolidate, 00:11: all completed form answers into one location and example 00:15: that will apply to many of our provider users is if you'd like to provide coaches with one 00:20: document that will house all athlete insurance information on it, this 00:24: report is going to consolidate the data in organized manner for us to 00:28: share. 00:30: Begin from the home page. Select the reporting tab on the left navigation. 00:36: Now, select add to generate a new report. 00:41: Now, you will and put a name for your report. 00:43: I'm going to title this form, data insurance information. 00:49: Form data reporting is not going to be listed under one of our existing 00:53: templates therefore you will want to select to insert a blank report. 00:59: Now, select okay. 01:04: Now that you're in edit mode on your report, you're able to build the report that 01:08: you're looking for your going to select the plus button to add a block item. 01:14: Now, select to insert a table, this is going to present your data 01:18: in a question-and-answer format. 01:22: Now, you will need to select the data source for your table as you can 01:26: see. In my example I do not have a form data Insurance document that is listed 01:31: to hear. The reason for this is because my form was created before 2.0 01:35: reporting was an option. I will need to complete an extra step in order for 01:39: my data source to show here. Now if the form was completed after 2.0, 01:44: reporting was released your data sets. Should be showing at this point in time. 01:47: And you can simply select that. Let's review the actions that I will 01:51: need to take in case. This is the same for you in order to have my data set 01:55: show. 01:57: From a new window I have navigated to the documents tab. 02:02: Now, select forms. 02:05: Next, I'm going to select a menu icon of the form in question. 02:11: And now, I will select to edit this form. 02:15: And because I don't have any edits to this format self. 02:18: I'm simply going to scroll all the way to the bottom and select safe. 02:23: You will now navigate back to your form data report. 02:26: Let's add the table again. 02:30: Select the plus button. 02:33: Select to insert a table. 02:37: And you will see now that my data source is now appropriately. 02:40: Shelling I will select this. 02:43: Select okay, to add your data source to your table. 02:48: And now that you have your data source Associated, you will need to select which columns 02:52: you'd like to populate, I'm going to select columns. 02:57: I'm going to select to select all columns as they are all automatically 03:02: hidden. I would like all of the data to be presented on my report 03:07: Now, click okay. 03:10: Now, I will resize my table accordingly. 03:14: Announce that the parameters for your report and select refresh 03:18: to make sure that the report is generating the way you'd like it to 03:23: Once you're happy with the layout of your form, you will select on. 03:26: This will take you out of edit mode and into run mode. 03:31: You will now be navigated to run mode for your specific report that you just built. 03:37: Once and run mode, you're able to do additional actions with your report by 03:41: selecting the menu icon, we do recommend favored in your reports so you can 03:45: navigate back to them quickly. 03:48: If you have questions or need more help, please visit the house have on the last 03:52: navigation or we just directly at help a healthy roster. 03:55: Com
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
1. Right-click on the document tab on the left navigation, select Open link in new window 2. Select Forms 3. Select to edit the form for your dataset 4. If you need to make edits to the form, do so now otherwise select Save 5. Navigate back to your reporting tab and repeat step 9 6. 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
Updated
by
Niki Budd
