Helpdesk

There are two steps to creating a new report.  In the first step we will create ‘views’ to extract the data that we want to include in the report.  Views ...

Before creating new views check if there is a view that already extracts data from the form you want to work with.  It’s a good idea to also familiarize y...

To create a new view, go to the Reports App, then click on ‘View categories’.  This opens a page where you can create one or more folders in which you can c...

Once you know that the views you need are available, you’re ready to set-up a new report.  To do this, click back to the Reports App on the left navigation....

In many cases your forms may include repeating data models within the main data model.  Anytime you are able to click an 'Add' button (it may be cal...

Exception reports track how many versions of each type of form have been saved and approved for each profile.  This enables you to track the data entry proc...