Archive for November, 2023
We’re excited to announce two additions to our Report Generator, designed to empower our users to create custom Excel reports according to their unique needs.
Choose the Fields (Columns) Shown in Excel Reports
Our Excel reports now offer even more flexibility by allowing you to customize the displayed fields/columns. By default, reports include essential information like form fields, submission reference numbers, submission links, submission timestamps, payment details (for payment forms), and contextual information passed during submission.
However, we understand that your reporting needs may vary. That’s why we’ve introduced the ability to create tailored reports, that include only the specific fields relevant to your analysis. Simply navigate to the Fields section in the Settings and check/uncheck the desired fields and metadata items to include/exclude them in your report. It’s that simple!
Filter Form Responses by Tags
We’ve taken customization a step further by introducing the option to filter form responses based on tags. If you’ve assigned tags to form responses or if our system has automatically tagged submissions, you can now generate reports that exclusively include submissions matching specific tag criteria.
For instance, imagine creating a report highlighting all event attendees who not only registered but also checked in. This can be achieved by filtering submissions with the “checked-in” system tag, added when the event organizer scans QR codes from FormSmarts confirmation emails or PDF receipts.
These new features are designed to enhance your reporting experience, providing you with better control over the information presented in your Excel reports. We believe that by offering these customization options, we’re empowering you to extract precisely the insights you need.
We’d love to hear your thoughts—share your feedback with us!