Form Detail Report
With the appropriate permissions, you can generate the Form Detail report, showing every instance that form was completed during the specified date range, and including when activated, who submitted it and when, who it was delivered to, and more.
When generating this report, you can set specific filters to narrow your results based on a participating user or resource as well as a date range.
To generate the Form Detail report
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In the main menu, click Report, then click Form Detail. The Form Detail Report page opens.
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In Start Date and End Date, enter the date range that you want to include for the report.
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For Report Format, select either:
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Web Browser (HTML)
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Excel Report (XLSX)
Be aware that for Excel, EMResource generates .xlsx files and does not support the older .xls format.
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In the Form list, select the form for which you want to run the report.
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If appropriate, click Filter and select the filter you want to apply.
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Click Generate Report.
The report is automatically downloaded according to your browser settings.
Report Fields
The report will generate the following fields in the output file.
The report will generate information that is also available in the Form Summary report. These fields are shown below. The rest of the columns relate to data entered from your form questionnaire or the data entered into the table of the questionnaire, and so varies between users and forms.
| Report Field | Description |
|---|---|
| Form Detail Report | |
| Activation DateTime | The date and time that the form instance was activated. |
| Activated By | Who activated the form instance. |
| Delivered To | Who the form instance was delivered to. |
| Completed DateTime | The date and time that the form instance was completed. |
| Completed By | The username of the user who completed the form instance. |
| Completed By Name | The name of the user who completed the form instance. |