Building a report

Building a report

The Studio's Report tab assembles a document from a form's answers: an inspection write-up, a satisfaction survey summary, a monthly update for management.

Building the report

1. Open the form's Studio, Report tab.
2. Add report sections with the buttons:
3. Title and Text for context;
4. Stats for the figures of one or more questions;
5. Figure for a chart (bar, line, pie and so on);
6. Cross Analysis to set two questions against each other;
7. Line and Page break for layout.
8. Drag sections to reorder them; each one can be edited or deleted on its own.
9. The PDF preview on the right updates with every change.

In text sections, the variables {date}, {form_name} and {submission_count} are replaced by today's date, the form name and the number of answers.

Reusing an analysis result

In the Analyses tab, Add to report pins a chart or table: it appears in the report without rebuilding it.

Saving and exporting

1. Click Save Configuration: the report is kept and picks up new answers automatically next time.
2. Click Export PDF for a document ready to send, or Export DOCX to rework it in Word.

The report reflects the answers at the time of export. To follow a form over time, save the configuration and export again whenever you need to.