Yes, it is very easy to build a report to reflect the submission status of your forms. Let's take a look at how you can build this or update an existing report.
First, let's get to the reports page. You can access that by clicking on “Reports” in that navigation bar.
Once on the Reports screen, we can either select an existing report or create a new report. For this example, let's use a new report.
Once in your new report, you can update your output data and filters to pull the results you need.
You will need to have in your Outout Data at least one submission status to populate the results you are looking for.
For example, let's make a new report and pull the submission status for dental coverage for our staff.
Start by clicking “New Report”
Once in your new report, click “Add a Field” to open the dropdown and select “Form Fields…”
A new dropdown for Select a form will populate. Open the dropdown and select the Form you are looking for.
Once you have selected your form, another dropdown will appear. From this dropdown, you will look for “Submission Status”.
After you select “Submission Status”, you will see it populate in the selected fields. From here, you can update your selected fields to refine what results you get.
Now that you have the fields you want to pull, we can run the report by clicking “Run Report”.
Just like that, you have your report.
In the Submission Status column, there are 5 different possible results:
Accepted - Form completed and Admin accepted it.
Missing - The staff member has not completed the form yet.
Rejected - The Admin has rejected the submission.
Pending Admin Review - Staff has submitted the form, and the admin has to review the submission.
N/A - The form was not requested for this staff member.
If you want to refine this search more, you can add a filter. Let's start by clicking “Add Filter”
A dropdown labeled “Select a Field” will appear. Open the dropdown and use the search function to look up the form that you want to filter in your data field.
From that list, select the option that has Submission Status in the title.
Now you have created the filter.
The second dropdown in your filter will dictate how you are refining this information. Depending on what option you select, you may also have a third filter option.
If you have a third filter option, you will select what status you are filtering for.
Note: N/A is not listed as an option, as it is not truly a status but an indication that the staff member did not get issued the form.
For this example. Let's use “is any of” and the status of “Accepted” and run the report.
Here you will see the results and how the report will generate.
Congratulations, you have successfully learned how to build a report.