| Saved reports allow you to save search criteria so you can view submissions that meet those criteria whenever you want or export that data to an Excel file. For example, if you only want to view submissions where 'Overall Score' is less than '60', you can name the report 'Poor performers' and access it anytime from the Reports page. To view all your existing reports, go to the 'Reports' page from the left side of the web page. You can see 'All' reports or filter to 'Created by Me'. |
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Reports on Forms
Export detailed submission data for individual forms with customizable filters.
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Select the form you want to export a report for from the Forms page.
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From the List view, filter submission data based on:
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| The report will arrive to your email in CSV format, ready to download. | |
User Activity & Submissions Reports
| Export data on user activity (location, date & time, time to complete, and distance from location) or user submissions (user and number of submissions). |
User Activity Report
User Activity Report
Track user activity including location visits, date & time stamps, completion times, and distance from locations.
User Submissions Report
User Submissions Report
View the number of submissions per user within your selected timeframe.
Location Reports
| Analyze location activity and key performance indicators across your organization. |
Location Activity Report
Location Activity Report
View user activity at locations — the number of user visits by location.
Key Performance Indicator (KPI) Report
Key Performance Indicator Report
This report provides three key metrics:
- Averages the scores from formula fields in your forms from the date range requested, broken down by team and user
- Shows total number of submissions in the requested date range, broken down by team and user
- Displays the most recent score and the date of submission, by team and user
Project Reports
| Export comprehensive project completion data by user, location, or get statistical overviews with completion rates and failures within specified timeframes. |
Comprehensive Project Report
Comprehensive Project Report
The Comprehensive Project Report combines the capabilities of several project reports into one unified view – with powerful new filters and visibility settings to let you dial in on the data you want.
Key Features:
- Choose which projects you want to analyze: Analyze one project, a select group, or all of them
- Zero in on exactly what you need: Filter project data by task, user, location, and date, so you can answer questions fast without exporting or stitching info together
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Control who sees what data: Customize what data report recipients see through visibility filters, which shares only necessary data with certain groups
Project Completion by Location Report
Project Completion by Location Report
View current project completion status broken down by location.
Project Completion by User Report
Project Completion by User Report
View current project completion status broken down by individual users.
Project Completion Recap
Project Completion Recap
Get statistics of project completion by team or across your entire company within a given time frame.
Project Completion Recap with Failures
Project Completion Recap with Failures
View form projects with completion rates, failures, and time to complete.
Advanced Project Completion Report
Advanced Project Completion Report
Get detailed project completion metrics with advanced filtering options.
Performance Reports
| Track pass/fail criteria and task completion rates across your organization. |
Yes/No Rollup Report (Pass/Fail Criteria)
Yes/No Rollup Report (Pass/Fail Criteria)
Analyze pass/fail question responses rolled up across forms and locations.
Task Completion Rate Report
Task Completion Rate Report
View task completion rates across your organization.
Sensor Reports
| Export sensor & gateway connectivity status including battery levels, readings for locations, and summaries of triggers with associated tasks and/or alerts. |
Sensor Health Report
Sensor Health Report
Monitor sensor and gateway connectivity status, including battery levels and signal strength.
Sensor Temp Log Report
Sensor Temp Log Report
Export detailed temperature readings from your sensors over a specified time period.
Sensor Trigger Report
Sensor Trigger Report
View a summary of sensor triggers with associated tasks and alerts.
Scheduling Reports
Tip: You can schedule any of these reports to send on a regular recurring basis. Learn how in this article: How to: Schedule a report
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