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NEX-Forms Documentation

Documentation & Tutorials for NEX-Forms version 8.0 and above

Docs » Submission Reporting » Creating Submission Reports
Creating Submission Reports

This article provides step-by-step guidance on how to utilize the Submission Reporting feature in NEX-Forms, enabling you to View, Analyze and Export detailed data on all form submissions. With Submission Reporting, you can gain insights into user behavior, and form submission trends. Additionally, learn how to use filtering options to view specific form entries based on your criteria.

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How to generate a Submission Report
  1. Open the NEX-Forms - Reporting Page.
  2. CLICK on any Form from the the Forms List.

    NOTE: Only Forms that contains form entries will be in the Inbox List.
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    NEX-Forms - Managing Entries - Figure - 1
  3. View the submission report in the Right Bottom viewing panel.
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    NEX-Forms - Managing Entries - Figure - 1
Reporting Filters
Reporting Filters in NEX-Forms Submission Reporting provide tools to narrow down and analyze specific form submission data based on selected criteria. Reporting Filters allow you to focus on particular data subsets helping you generate reports to specifications. By applying these filters, you can streamline data review and identify trends, ensuring you can quickly access and manage key submission details relevant to your analysis needs.
Using Field Filters

  1. Open the NEX-Forms - Reporting Page.
  2. CLICK on any Form from the the Forms List.
  3. HOLD CTRL and select of deselect which fields (columns) you will need in the report.
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    NEX-Forms - Managing Entries - Figure - 1
  4. CLICK on the "Run Query" button.
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    NEX-Forms - Managing Entries - Figure - 1
    5. The query wil executed and only the selected fields will be outpted in the report. See below examples.

    Example 1:
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    NEX-Forms - Managing Entries - Figure - 1
    Example 2:
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    NEX-Forms - Managing Entries - Figure - 1
Using Conditional Filters

  1. Open the NEX-Forms - Reporting Page.
  2. CLICK on any Form from the the Forms List.
  3. CLICK on the "Add filter" button.
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    NEX-Forms - Managing Entries - Figure - 1
  4. A new Conditional Filter will be added.
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    NEX-Forms - Managing Entries - Figure - 1
  5. SELECT a field. For the purpose of this example we will select the field called "What Type of CMS".
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    NEX-Forms - Managing Entries - Figure - 1
  6. SELECT a Condition. For the purpose of this example we will select "Equal To".
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    NEX-Forms - Managing Entries - Figure - 1
    We now have IF the field named "What Type of CMS" is EQUAL TO...
  7. Enter a Value. In this example we will report on entries where the Type of CMS is Equal to "WordPress".
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    NEX-Forms - Managing Entries - Figure - 1
    We now have IF the field named "What Type of CMS" is EQUAL TO WordPress.
  8. CLICK on the "Run Query" button.
    NEX-Forms - Figure Arrow
    NEX-Forms - Managing Entries - Figure - 1
    9. The query will execute and only form submssions having the field "What Type of CMS" equal to WordPress will be listed.
    NEX-Forms - Figure Arrow
    NEX-Forms - Managing Entries - Figure - 1
    NOTE: Add as many field filters as needed.
    NOTE: To delete a Conditional Filter click on the X next to it and re-run the query.
    TIP: Combine Field and Conditional Filters to refine reports.
Exporting a submission report to CSV (Excel)
  1. Open the NEX-Forms - Reporting Page.
  2. CLICK on any Form from the the Forms List.
  3. If needed - Apply Field and Conditional Filters and run the query - else skip this step.
  4. CLICK on the Export to Excel (CSV) button.
    NEX-Forms - Figure Arrow
    NEX-Forms - Managing Entries - Figure - 1
Exporting a submission report to PDF
  1. Open the NEX-Forms - Reporting Page.
  2. CLICK on any Form from the the Forms List.
  3. If needed - Apply Field and Conditional Filters and run the query - else skip this step.
  4. CLICK on the Export to PDF button.
    NEX-Forms - Figure Arrow
    NEX-Forms - Managing Entries - Figure - 1
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This article was last updated on 19 November 2024
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