A Form Answers Report will provide data relevant to the form itself; this includes things like Dedications, Registration Type, Cancelled Registrations, Covered Fees Choices, Etc. 

*Please note that a Form Answers Report is different from a Financial Transactions Report, as it contains the information/answers provided via donors on the form. For any recurring gifts, it will not show the consecutive charges either, just the initial response data; use a Financial Transactions Report for any consecutive charge information.
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1. On the campaign overview page, click on "New Report" in the bottom left-hand corner.

2. Select "Form Answers" as the type of report to build.

3. There are many templates for you to choose from. The most common template is the Default template, which has some pre-selected columns added to the report automatically. You can also create a Custom report, which will provide a completely blank template for you to add to columns to.  

4. After selecting your template, you will be asked to create a report for a specific campaign. Select the:

*Note: If you need the report for all campaigns, you can edit the report after it is created to include all campaigns. Creating the report based on one campaign allows our platform to create the report definition quicker, which is why we limit the campaign selection during the initial report creation stage.

*Additional Note: Selecting one form in this initial configuration menu will, by default, add all of the existing form questions to the report. If you have a specific form that contains questions in common with all of your other forms that you want to add to the report, we advise selecting that form in this menu to save time adding individual columns.

5. The basic report will then be created, and if you selected the Default Template, your page will look like this:

6. Section 1 is where you will add additional campaigns and forms to the report that you would like data from, by selecting "Add Forms" on the top right corner.

Here you have the option to add "all campaigns."

7. Section 2 is where you will add any additional columns to the report.

For Form Answers, the categories you can choose from are Registration Type/Donation Level, Answer Records, Money, Date & Time, Response Details, Form Details, Peer-to-Peer, and Advanced Data Fields. Each category will have its own columns you can add to the report.

Note: Answer Records is typically the most important category for a Form Answers Report. It contains the necessary data columns to help your team gather the data from individual form submissions.

8. Section 3 is where you will filter your report. Any column that you can add to a report is one that you can filter by as well, so make sure you're selecting the right category and column for your filters.

9. Section 4 is where you will summarize any data you would like. We recommend moving the column you want to summarize to the first column position within your report.

For columns with a dollar value or number associated with them, you can also display subtotals:

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10. Section 5 is where you can create a delivery schedule for the report, if you would like it sent to a specific email daily, weekly, or monthly.

Click on the "Add" button to the right of "Deliver to," add the email address, and then click "Save."

11. After editing the report to exactly as you'd like, you can save the report by clicking "Save Report As." This will prompt you to name the report, and then Save.

You can also just download the report by clicking "Download Report."

*Note: If you have a delivery schedule set up for the report to be sent to a specific email, you must save the report in order for it to be sent out. 

If you have any questions regarding Form Answers Reports, please email enterprise-support@givegab.com.