Form Data Reports allow you to generate a CSV report containing the data within your forms.
To create a new report, navigate to the Reports tab and select "New Report". Select the "Form Data Reports" type.
The following filters are available:
- Form Template - Required - The Form Template you want to run a report on. This is required, as the column headers are based on the Form Template structure.
- Form Tags - Limit your report to forms containing the tags you specify here, inclusively. (For example, if you filter by the tags "Demo" and "Group A", the forms must have both tags to be included in the report; if left blank, tags are not filtered)
- Form Status - Limit your report to forms that are one of these statuses. (This is an OR query, so the form must be in one of the selected statuses to be included in your report. If left blank, status is not filtered)
The following options are available for Form Data Reports:
- Show Archived Parts - Include parts of the Form that are archived, including any data that existed in the archived parts.
- Include Import Headers - Modify the Report CSV to include import headers. This allows you to modify the data in the CSV and re-import that CSV to make corrections in bulk.
- Convert Partial Dates - This will automatically convert partial date answers (such as 2019, 12/2018) into full dates, using 01 as the default value (such as 01/01/2019 and 12/01/2018)
Once all filters and properties are set, select "Run Report" to begin the report. These reports run in the background, and you'll get an email when they are complete, so you don't need to leave CaseLocker open to run this report.