Question

FORMS: REPORTS: Reports by user or form variable filters ?

Forms

Updated May 23, 2019

asked on June 24, 2015

Is it possible to create reports based on forms defined variables ? I need to create reports by Variables I have defined in the form, and by users assigned to a task to identify bottlenecks and average turnaround times for users or processes by variables.

Use Case: I need to be able to filter by various colleges, and then track turnaround times for specific HR users and the Dean in terms of average approval/review times in their Task box.

Is this currently possible ? Scheduled in future versions ?

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Replies

replied on June 24, 2015

When create report, you can select form variable as a column, and there is "assigned to" column which would show the user assigned to a task.

However you can't filter by form variable or task assigned to on forms report. You can choose to download the report as excel file.

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replied on May 23, 2019

What if a form variable doesn't show up in the category list to choose for a custom report? For example, I have a variable field for Location but when I try to run bar or pie graph report, the category variable choices do not include that. Can I add a category to the options?

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replied on June 24, 2015

Also, in Forms 10 there will be extended reporting features for situations like what you just described according to what was shown at Empower 2015.

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replied on June 25, 2015

And the timeline/schedule for Forms 10 release ?

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replied on June 25, 2015

Q4 2015: https://support.laserfiche.com/ProductRoadMap.aspx

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FORMS: REPORTS: Reports by user or form variable filters ?

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