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Question

Question

Data from Forms

asked on June 10, 2020

A user would like the data from a Form (submitted on a regular basis throughout the month) in an Excel spreadsheet, which would serve as a monthly report.  I can take the data from a Form and insert it into a SQL database (using Workflow).  However, that table isn't easily accessible for a regular employee (although my experience with SQL is limited so maybe it can be made easily accessible).  I've tried with Excel but haven't gotten very far.  Before I take time trying to make Excel work, I thought I would ask what the best option would actually be? (Forms 10.2, Workflow Designer 10.2 on a 64-bit server)  Thanks!

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Replies

replied on June 10, 2020

Do you have access to the Reporting tools in Forms?

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replied on June 11, 2020

I do but do not know enough about it to use it in this way.  I see reporting on performance and instances but not on how to report on the actual data submitted on a form.

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replied on June 11, 2020

I'm not sure exactly what kind of report you're trying to build, but it sounds like you might want to go into the Report section of Forms and try creating a Table style report with all of the fields you want displayed. The Filters would be how you set a date range.

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replied on June 11, 2020

Thanks, I'll try that.

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