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."

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
• Viewing a form report
• Deleting a form report
• Making bulk changes

Creating a form report

1. Log in to the Mobile App
2. Go to the Menu
3. Go to Saved Forms 
4. Click the Form Report icon  (next to the search bar)
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. Tap the Menu icon in the top left-hand corner
3. Go to Saved Forms
4. Click the Form Reports icon
5. 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!)

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 type delete this is because you need either Admin, Manager or Tablet Manager access to delete a Form Report.