Mobile Form Report

Easily generate mini-form reports from the mobile app, combining information from multiple forms or repeated sections. "You can save time by making bulk changes quickly."

Note: Form reports are designed to be viewed on a tablet rather than a mobile device

Admins/managers can quickly review or retrieve information from mobile form reports. For example, a site manager can quickly review a Site Incident and injury form completed on a site and ensure all required questions and information are up to date

In this article:

Creating a form report

  1. Log in to the Mobile App
  2. Go to the Menu
  3. Go to Saved Forms 
  4. Click the Clipboard icon 
  5. Click the Orange Plus button to add a new report 
  6. Click Select form 
  7. Choose the form you want to make into a report 
  8. Select questions to add to your Form Report (up to 6 questions)
  9. Click Next to generate the report 
  10. Save 
  11. Click on the Report to view it 

Viewing form report

  1. Log in to the Mobile App
  2. Go to Saved Forms
  3. Click the Clipboard icon
  4. Select the report you want to view from the list of mobile form reports (If no reports are shown, you'll need to create one first!)

To edit an individual form/section, click on the pencil icon on the right and the form will open for you to edit

Deleting form report

To delete the Form Report simply open the report and press the trash can icon in the top right corner, then press yes from the prompt.

Once you click yes, it will ask you to select your name & add your PIN number, this is because you need either Admin, Manager or Tablet Manager access to delete a Form Report.

Making bulk changes

  1. Open your Form report
  2. Select the rows you would like to change
  3. Press the bulk edit x records button
  4. Select the answer to edit
  5. Enter the new value and save
  6. Select the user and enter the pin to sign

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