The form summary report provides a list of all the recorded form data. Each list item links to a full details page where you can view the details of each person who submitted the form.
This section explains the task of managing form summary reports:
1.Go to Contegro Start > Add-On Modules > Form Builder and select Reports.
2.Select 'Form Summary' in the Select a Report dropdown.
3.Select the form you wish to view in the Select a form dropdown.
Note: Forms that do not contain any data will not appear in the Select a form dropdown list until the form has been submitted on the live site.
4.If required, use the 'From Date' and 'To Date' fields in the Filter by Date Range section to filter your report.
Tip: Default ordering in the form summary report is by Form number (in ascending order). Report data can be ordered by the Created On (Date) or Form number. To reorder items within report, click on the 'Created On' or 'Form #' column labels.
5.If required, click the [Expand] button in the Manage Fields section and toggle tickboxes to show/hide fields in the form report.
6.Click [View] to generate the form summary report based on your settings.
7.To view form details relating to individual data within the report, select a form number in the Form Summary report.
Tip: To return to the Form Summary Report, click on the [Close] button in the top or bottom right hand corner of the Form Detail Report page.
8.Click [Export] to export the form summary report as a CSV document (.csv).
Key Info: For reports containing alot of data, use the Export Timeout field to manage the session timeout in seconds.
9.Click [Print] to print a copy of the report.
10.Repeat steps 2 - 6 to generate a form summary report for another form.
Note: Forms that do not contain any data will not appear in the Select a form dropdown list until they have been submitted on the live site.