Reports

Submission Report

Administrators and Managers can view the all form submissions submitted by their team. This reporting is not meant to replace or augment any analytics of form data but more for Managers and Administrators to monitor work in progress. Data that is partially completed and submitted in the field can also be seen online so that approximate progress of the data collection can be tracked.

If permitted, Managers can also directly make changes / corrections to data and submit. Submission with their User ID and date is also captured.

Filter Criteria

• Start Date
• End Date
• Form Name
• User who has submitted the form
• Team that has submitted the form
• Form Status
  • Open - Forms where work has not been started yet
  • In Progress - Forms in progress where users are still entering data
  • Completed - Forms completed and finalized
  • Failed - Forms that failed due to some errors
  • Delegated - Forms where users have delegated to others
  • Cancelled - Forms that have been cancelled by users
  • Archived - Forms that have been archived
• Delayed Submissions - Lists all those forms that are past their due date

Click on the row or the pencil icon to view the data in the form. Make changes if permitted.

Editing Submissions

Based on settings, Managers can also edit this data to make any corrections as may be required.

Report Builder

Report builder allows to create custom reports from form data and export them to PDF or CSV files for further processing.

List of Reports

The list of reports already defined are listed here. The following options are available:

• Run the report and view the data
• Mark report as Favourite
• Edit report to add/modify fields and selection criteria
• You can also Share the report you have defined with other users
• Setup schedules to have periodic reports in CSV or PDF emailed to you or other users
• Copy and create other reports
• Delete the report

Building Reports

Buulding reports is an easy process with the Turbo Apps graphical report builder.

1. To build reports, click on the Add (+) icon in the Report Builder list screen
2. Enter a name and a description to identify the report and click Next
3. Select the form based on which the report needs to be defined
4. Now select the fields that you need to be a part of the report from the form fields that are displayed
5. Use the Query Builder UI to add And / Or condition groups. Note that at least one condition is mandatory
6. For example if And is chosen, all condition checks within that will be combined with an AND operator. Similarly if Or is chosen, all condition checks within that will be combined with an OR operator.
7. Add as many condition groups and conditions based on field data within to make up the condition
8. Now you can preview the query to check if the right data is selected. You can proceed to save the query or go back to make modifications and then save

Downloading PDF and CSV

Reports can be exported to PDF or CSV files as required.

Interactively: After running the report, click on the “Download CSV” or “Download PDF” buttons Scheduled: Define a schedule to run the report. Choose from PDF or CSV output and the users who will receive the report