Running Form Reports

The Form reports provide form data entered by handset users and categorize it according to user, group, and user location.

 

1.     Choose Reports from the menu at the top, open the Form report folder, and choose a report.

2.     Moving rightward to the next panel, choose a 'View by' preference (user or groups), and then choose individual user(s) or groups.

3.     Set the date range and time zone for the report in the Parameters panel.

4.     Click Schedule Now to schedule the report  -OR-  click Run Now to run the report.

 

Scheduling the Report

If you choose Schedule, the Schedule panel displays.

1.     Enter a name for the report in the Name field. This field is required.

2.     Select a format (pdf or Excel) for the report.

3.     Choose a frequency for the report. You can select from Daily, Weekly or choose certain days of the week.

4.     Use the drop-down listing to choose a time for the report to run.

 

In the Email section below, you can configure an auto-generated email of the report to multiple recipients.

5.     Type a subject for the report in the Subject field.

6.     Enter a message in the Body field.

7.     Enter recipients in the To and Cc fields, separated by a semicolon only - no spaces.

8.     Check the Enabled checkbox to activate the report.

9.     Check in the Email Empty Report checkbox if you would like to forward the report regardless of the contents.

10.  Click Save to add the report to the listing of scheduled reports, or Run Now to run the report immediately and add it to the scheduled reports.

 

Exporting the Report

In any column with GPS data, italicized entries represent the last known GPS. The number of report pages generated will display at the top of the report. Use the arrows to navigate back, forward, or to the last page.

You can also adjust the resolution, enter and find search criteria, or export the report data.

1.     Click on the drop-down report export icon at the top of the report and choose a format.

2.     Save the file in your chosen format.

 

 

Related Topics

Form Reports

Phone Form by Group

Phone Form by Location