In this tutorial, we will cover data management from the back office.
- Submissions views
- CSV export
- Automatic reports (direct email)
You can see all the data collected from the field on the page accessible through "My submissions" in the menu on the left. You will arrive on a screen of this type with all the available forms. Click on one of them to see the details of the cards.
You can choose how to display the submissions at the top right of your screen.
It is the default one, with a set of information broken down by rows.
It is possible to personalize by clicking on "Customize" at the top. You will then arrive on this pop-up where you will have the various personalized tables already created. To add one, click on "Add a custom table".
This pop-up will appear and allow you to choose the fields as well as the order in which you want them displayed in the table. Once your table is named and configured, save your changes.
It displays the submissions in list : on the left with a representation that you can configure ; and on the right the information of the selected submission.
The right representation of a form in the mixed view is configured on the form creation screen.
You will then access the pop-up below. You can add text, elements of the submission in question (displayed in braces) or formatting using the buttons above.
For example : "Anomaly :" and other titles will be in bold and will be followed by the information in the corresponding fields. A preview is visible below.
If the form has a location field, the map view will display the points on the map with the zoom adjusted to see all the cards. Those that are gathered in the same place are grouped under pellets. They will be visible in more detail by zooming in on the area in question. Click on the blue pointers to display the content of the corresponding submission.
If the submissions contain an image field, they will be displayed in mosaic view. Click on the one you want to display its content.
On the screen of your submissions table, you can sort them with filters. To do this, click on the filter button in the top menu bar. Then choose the criteria you want.
You can export one or more files in different formats such as CSV or Excel. Click on the button in the top menu after choosing your records using the checkboxes.
It is also possible to make direct mail reports on your forms (cf Report tutorial for configuration). You must first select one or more submissions and press "Report" in the Actions menu.
You will then arrive on the screen below. To the right are the overviews of the submissions you have selected for your report. Select the report template that interests you and that matches this form. The name of the file to be downloaded will be by default the name of the model, however you can modify it using the "</> Edit" button or by entering a name you want. In addition, you can select a format to get your report in PDF for example.
The Email section (activate it by ticking the box "Send report by email") is useful if you want to receive / send the report by email instead of downloading it locally via the Back-Office. It is possible to do both.
If you choose this option, you can add a recipient or use an email field found in the files.
Add a subject for the email as well as some content. The "</> Edit" buttons will allow you to add values contained in the submissions such as date, names, etc.
Press "Generate report" in the top right to create it.
Get your generated report directly on Back Office by clicking on the little notification bell at the top of your page next to your username.