Capture and control data on your sites to meet your client's business objectives.

You can create reports for your Site filtering the data by date, secure zones and more. Once a report has been created, you can use the bulk actions available or download this report as CSV.

Within this doc, you can find helpful information covering Reporting, such as:

Finding Reporting
Users
Creating A User Report
Cases
Creating A Cases Report


Finding Reporting

While viewing your Site Admin, use the left-hand menu to click "Reporting".




Users

You can create reports for your Site filtering the data by date, secure zones and more. Once a report has been created, you can use the bulk actions available or download this report as CSV.

You can this by heading to Reporting which will redirect you to the 'Users' tab where you can begin creating a Users Report.




Creating A User Report

Choose columns to show

These will be shown in your report. Use the dropdown to pick and choose which columns you'd like to show - ID, External ID, Name, Email, Create Date, Last Edit Date, Secure Zones.



Filter your data & Get Users

You can choose to filter your data by Name, Email, Create Date (start and end of custom dates), Last Edit Date (start and end of custom dates), Secure Zones.

Click the arrow to open this section and select how you'd like to filter your Users, and click "Get Users".



Download Report

Click "Download Report as CSV" to the right of "Get Users" to download a copy of this report.



Optional - Use Bulk Actions

Tick the box next to the User(s) that you'd like to action on, and choose an action from the dropdown "Actions" to the right hand side of "Download Report as CSV".

Choose either to "Delete Selected Users" or "Add To Secure Zone".




Cases

From 'Users' tab, navigate to the second tab along, named 'Cases'.

You can create reports for your Site filtering the data by submission date.

Once a report has been created, you can bulk delete these items or download this report as CSV.




Creating A Cases Report

Select Form

Choose a Form using the dropdown to display Cases for this specific Form.



Choose columns to show

These will be shown in your report. Use the dropdown to pick and choose which columns you'd like to show - All Forms will have a choice of the main columns of ID, External ID, Name, Email, Submission Date; but will also have any custom fields that you have added to your Form.



Filter your data

You can choose to filter your data by Submission Date (start and end date).



Get Report

Click "Get Report" to create your Cases Report.



Download Report

Click "Download Report as CSV" to the right of "Get Report" to download a copy of this report.



Optional - Use Bulk Actions

Tick the box next to the Case(s) that you'd like to delete, and choose to 'Delete Selected Items' to the right-hand side of "Download Report as CSV".

Warning: This cannot be undone.




Related Documents:

Forms - Getting Started
Cases - Getting Started
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