Add-ons > Web eForms Add-on

Docsvault not only gives you the ability to collect data from people, it also allows you to create and customize corresponding reports based on the form's submissions.

Benefits of Docsvault Reports:

•Create reports with only desirable columns for an overview of form submissions

•Filter entries by time and other criteria

•Easily share reports within and outside organization

To create a report:

Note: Only Admins and Editors of an eform can create reports.

•Click Reports from the top menu

•To create a new report, click on New Report button.

•Select Form from the drop list.

•Enter a Name for the report, which will display at the top of your report as a title. You can rename your report at any time.

•Enter an optional Description.

•Click on the Submit button to continue.

To customize a report:

•Click Select Columns tab

•Choose the columns that you would like to display in the report and specify its corresponding width

•Click Save to save the settings

Setting Filters on a report:

•Click Filters tab

•You have option to set:

oTime filter: To view data by submission date: today, this week, this month, last year, In last x days etc...

oCustom filters: To set filter on form fields. A separate rule can be configured for each of the choice available within the drop down field. You can put multiple conditions to create complex logical expressions.

oAuto filters: To allow end users to filter their report based on values of controls like, radio choice, checkboxes, dropdowns, etc.

•Click Save to save the settings

Sharing report:

When sharing, you have the ability to either share the direct link to the report or embed it to your website. Simply copy one of the snippet options from the Share page that suits your requirements.