Reporting Overview

 

About

Each form submission results in a Data Record.  There are a variety of options for viewing data records, ranging from the full in-depth details of each answer in the form submission, to broad overviews of the submissions in a given period.   Data record details can also be accessed from several locations, like the Data page in the web portal, through email delivery of CSV reports, or through documents routed by data destinations to a variety of services.

test.png

[ top ]

 

Reporting Options

Viewing Form Submissions in the Web Portal

Completed Data Records submitted by users are delivered to the ProntoForms Portal. The Data page provides a place to view and download  form submissions.   Users can select data records and view answers, as well as processing details. From this page, users can also manually download each data record in a variety of formats.  Bulk CSV exports of data records can also be done from this screen.

Administrators can view all Data Records submitted for their team; Pronto Users (with standard permissions) can only view the data records that they have submitted.

Read more about the Data page here.

 

Export Data Records as CSV

Download selected forms into a Comma Separated Value (CSV) file.  Downloading or exporting data to a CSV file is useful for making back-ups, manipulating results in Excel and for inserting data into back-end databases.  There are several options available when selecting to download to CSV.

 

CSV Export Schedules

Administrators can create schedules to automatically export CSV files of submitted form data, which are then delivered by email to a selected address.  As ProntoForms data records are deleted after 45 days, this can be a useful way of automatically backing up data. Read more about CSV Export Schedules. 

[ top ]

 

Dashboards

The Dashboard in the ProntoForms web portal allows administrators to configure dynamic reports that give basic insight into overall form submissions by form/groups of forms, by user, or by location.  The Dashboard is accessed through the "Home" tab in the main menu.  

Read more about configuring dashboards here or view the video below to learn more.

[ top ] 

 

Basic Analytics

ProntoForms Basic Analytics give Pronto Admins more detailed insight into the question data of their data records.  The configuration of Basic Analytics is incredibly easy and intuitive; with just a few clicks, you can create dynamic, customized graphs.  Unlike the ProntoForms Dashboards, which show general information about overall form submissions, Basic Analytics allow administrators to break data down by question to easily track what answers their users are submitting. 

Read more about Basic Analytics here or view the video below to learn more.

[ top ]

 

Routing Data with Data Destinations

Form submissions can also be viewed without ever accessing the web administration portal, if they are routed to external services through Data Destinations.  

A Data Destination is a set of rules that determines where (and how) submitted form data should be routed.  When properly configured, Data Destinations can automatically route data (often in the form of a formatted document) to destinations of your choosing.  They are most commonly used to simply send the data record document to a list of email address, but integration with social media and cloud services is just as easy.  Data can also be routed to your organization's server in a variety of formats, making data collection and storage an automated process.

Read more about data destinations here.

[ top ]

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments