Reports in forms

Modified 4 months ago

Abhiram

Reports help you derive insights into how your process, case system, or data form functions. You can generate customized reports to analyze trends and various metrics about your workflow.

Access reports by clicking the Reports tab on your form page.

Creating a new report inside a form

To create a new report inside a process, case, or data form, click the Reports tab and click Create a report. Choose the type of report, provide a name for the report, and click Create.

Types of reports
  • Tabular reports display information in columns and rows, like a spreadsheet. 
  • Charts display data graphically in one of ten chart types including area, bar, doughnut, line, pie, and bubble chart.
  • Pivot tables can be used to quickly summarize large quantities of data. You can convert columns into rows and rows into columns.

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