Form Summary Report
With the appropriate permissions, you can generate the Form Summary report, which includes when the form was activated, who completed it and when, who acknowledged it and when, read receipt information, 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 Summary report
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In the main menu, click Report, then click Form Summary. The Form Summary 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, the Excel Report (XLSX) option will be pre-selected.
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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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.
| Report Field | Description |
|---|---|
| Form Summary Report | |
| Activated By | Who activated the form instance. |
| Activation DateTime | The date and time that the form instance was activated. |
| Completed By | The username of the user who completed the form instance. |
| Completed For | The name of the user on whose behalf the form instance was completed. |
| Completed DateTime | The date and time that the form instance was completed. |
| Delivered To | Who the form instance was delivered to. |
| Acknowledged By | Who acknowledged the form instance delivery. |
| Acknowledged DateTime | The date and time that the form instance was acknowledged. |
| Read Receipt By | Who is listed as having the read receipt. |
| Receipt DateTime | The date and time that the form instance delivery read receipt was received. |