Easily generate mini-form reports directly from the mobile app. These reports let you see info from multiple forms or repeated sections altogether. You can also make bulk changes quickly, which saves you time.
Note: Form reports are designed to be viewed on a tablet rather than a mobile device
Mobile form reports are useful for users who need to update a form multiple times a day for batches of items. For example, a bakery can track pie temperatures as they come out of the oven throughout the day by using bulk editing in mobile form reports. It saves time and ensures accuracy.
In this article:
Creating a form report
Log in to the Tablet App
Go to the Menu
Go to Saved Forms
Click the Checklist icon (on the right of the search bar)
Click the Green plus button to add a new report
Click Select form
Choose the form you want to make into a report
Select questions to add to your Form Report (up to 6 questions)
Click Next to generate the report
Save
Click on the Report to view it
Viewing a Form Report
Log in to the Mobile App
Go to Saved Forms
Click the Clipboard icon
Select the report you want to view from the list of mobile form reports (If no reports are shown, you'll need to create one first!)
To edit an individual form/section, click on the pencil icon on the right and the form will open for you to edit
Deleting a form report
To delete the Form Report simply open the report and press the trash can icon in the top right corner, then press yes from the prompt.
Once you click yes, it will ask you to select your name & add your PIN, this is because you need either Admin, Manager or Tablet Manager access to delete a Form Report.
Making bulk changes
Open your Form report
Select the rows you would like to change
Press the bulk edit x records button
Select the answer to edit
Enter the new value and save
Select the user and enter the pin to sign