The Dashboard allows you to create reports of forms using form types, property values or quick stats to filter the view.

Filter by form type

For Form dropdown lists all of the available forms in the project. By default, all forms are selected as shown below:

• By default all forms will be selected and shown in the form grid. 
• Show/Hide forms in the grid by selecting/deselecting them in the list.
• You can clear the filter using the Select/Deselect all button.
• In the drop down field a form count is displayed. This is the number of forms selected to display in the grid.

Property Filters

The property filter in the toolbar allows you to further filter the form grid by defining a property and a property value as filter criteria:

 

• Select the Add filter icon to display the property dropdown.
• Select the property from the list.
• Once a property is selected, a drop down will display prompting you to select the property value.
• Select the value to apply the filter.

[Note: The filter applies to the form types selected from the Form Type drop down.]

Widget Property Filters

The Graph and Chart widgets allow you to view selected property values as well as filter the grid display by selecting a value. These filters can be used in conjunction with the form type filters to create very specific form reports. 

 

• The Radial Chart displays values from a selected property in a radial chart form. 
• The Bar Graph displays values from the properties selected from the drop down. Multiple properties can be selected. The property selections are displayed in the property field. For multiple selections a count is displayed as shown above.

Click on any of the values in either the Radial Chart or Bar Graph (or both) to apply the filter(s) to the form grid. The filter will be added next to the Forms drop down.

You can remove the filter by clicking the X next to the filter name.

Quick Stats Filter

The Quick Stats widget displays a preselected list of form stats as shown below:

Each statistic, when selected, applies a filter to the forms grid according to the statistic criteria.

Form Grid

The form grid displays the project forms, as filtered using the options described above. By default the grid will display forms from the last 60 days. Other options are available in the drop down filter in the top right of the dashboard. Four options are available:

Grid Column Filters

By default, the grid is filtered only display the columns (Properties) which are common across all of the form types selected for display. Columns can be added/removed by selecting the Configure Grid Columns option from the 3-dot icon:

 

It will display the dialog shown below where you can define which properties to include as columns in the grid.

 

Each column header in the grid also has a filter option using either drop down lists, dynamic filtering or date range filters.

Export options for all forms

The dashboard has a few different options to extract the form information.  From the toolbar next to the form type filter the following options are available:

[Note: These same options are available from the icon in the forms grid.  When one or more forms are selected, however, additional features are available which will be detailed below.]

• Export All to PDF: Will export all form information in a PDF format. When selected, the following dialog displays with export options:
  
  
  Select the options to include. If no destination is defined, click the Change Destination button so select a location in the documents section where the forms will be exported.

The following dialog displays allowing you to select a file location for the export:

Once the location is selected, it will be displayed in the export dialog.

Click Export to complete the process.

• Export Current Filter to PDF:  This will use the same export process to export just the filtered view to the defined location.
• Download All as CSV:  This will download all of the form data to a CSV file to your local Downloads directory. 
  
• Download Current Filter as CSV: Downloads only the filtered view to a CSV file. 

Download options for selected forms

When one or more forms are selected in the forms grid, the icon displays the following options: