Design Form Reports

To design form reports, follow the steps below.

  1. Go to Reports Studio > Form Reports.

    The Manage Form Reports page appears.

  2. Click the Design A New Report button located on the top right corner.

  3. Enter a title for the report in the Report Name field.

  4. Select a form from the Form field.

    You can select more than one form as per your requirement.
  5. Select the required fields from the Form Fields section on the right side.

    You can customize the order of the selected fields in the View Fields section.
  6. Optional: Under the View Fields section, rearrange the order of the fields as per your requirement.

  7. Optional: Select employee groups in the Employee Groups field if you choose Employees in the Selected Group for Report Visibility.

  8. Optional: Click the Add Custom Columns button to add additional custom columns in the report.

  9. Click Save as Report.