Reporting Overview
Available on all tiers:
About
There are a variety of options for viewing form submissions. These range from the full, in-depth details of each answer in the form submission to broad overviews of the submissions in a given period. Submission details can also be accessed from several locations, like the Form Submission pages in the web portal, through email delivery of CSV reports, or through documents routed by data destinations to a variety of services.
Reporting Options
Viewing Form Submissions in the Web Portal
Completed submissions are delivered to the TrueContext Portal. The Form Submissions pages provide a place to view and download form submission data. Users can select a record, view answers, and download the submission in a variety of formats.
Administrators can view all form submissions submitted for their team (during the form submission retention period); Users (with standard permissions) can only view their own form submissions.
Read more about the Data page here.
Export Form Submissions as CSV
Download selected forms into a Comma Separated Values (CSV) file. Downloading or exporting data to a CSV file is useful for making back-ups, manipulating results in Excel and for inserting data into back-end databases. There are several options available when selecting to download to CSV.
CSV Export Schedules
Administrators can create schedules to automatically export CSV files of submitted form data, which are then delivered by email to a selected address. CSV exports are a useful way of automatically backing up form submissions that you want to keep for more than the standard form submission retention period. Read more about CSV Export Schedules.
Dashboards
The Dashboard in the TrueContext web portal allows administrators to configure dynamic reports that give basic insight into overall form submissions by form/groups of forms, by user, or by location. The Dashboard is accessed through the "Home" tab in the main menu.
Read more about configuring dashboards here
Basic Analytics
TrueContext Basic Analytics give TrueContext Admin users more detailed insight into the question data of their form submissions. The configuration of Basic Analytics is incredibly easy and intuitive; with just a few clicks, you can create dynamic, customized graphs. Unlike the TrueContext Dashboards, which show general information about overall form submissions, Basic Analytics allow administrators to break data down by question to easily track what answers their users are submitting.
Read more about Basic Analytics here.
Routing Data with Data Destinations
Form submissions can also be viewed without ever accessing the web administration portal, if they are routed to external services through Data Destinations
A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats..
A Data Destination A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. is a set of rules that determines where (and how) submitted form data should be routed. When properly configured, Data Destinations can automatically route data (often in the form of a formatted documents) to destinations of your choosing. They are most commonly used to simply send the form submission document to a list of email addresses, but integration with social media and cloud services is just as easy. Data can also be routed to your organization's server in a variety of formats, making data collection and storage an automated process.