How to View, Filter, and Export Completed Forms

All forms completed on the mobile app can be accessed, viewed, and reported on from the "Completed Forms Page" in your Admin Console. This is your central hub for all completed records.

How to View a Completed Form

1. Click on Reports on the main menu bar on the dashboard.

   

2. At the top of the page, click on the Completed Forms tab.

   

3. Change your Date Range to find the right data

   

4. This will show you a list of all completed forms, with the most recent at the top.

5. To view a specific form, click the Eye icon on the right-hand side.

   

This will open a pop-up box showing all the answers from the form. From here, you can also email or print the form as a PDF.

How to Find Specific Forms

You can use the filters and the advanced search to find exactly what you're looking for.

Using Report Filters

At the top of the page, you can use the filters to narrow down your list:

• Filter Results: A search bar to find forms using keywords.
• Select Site(s): Filter your view to show forms from one or multiple specific sites.
• Filter by Form Category: Select a category (e.g., Incidents, Training) to see only those types of forms.

Using Advanced Search

Use the Advanced Search if you need to find a specific answer inside a form. This is perfect for finding all reports that mention a specific piece of equipment or a particular hazard.

1. Go to the Completed Forms page.
2. Click Advanced Search.
3. Type in the answer or keyword you are looking for (e.g., "Scissor Lift").
4. The list will filter to show only the forms that contain that answer. You can then click the View icon to open the form.

How to Export Completed Forms

You can export a single form as a PDF or your entire filtered list as a CSV (spreadsheet).

Exporting a Single Form as a PDF

1. Click the View icon (the eye) next to the form you want to export.

   

2. In the pop-up box, click the Print or Email icon to export the form as a PDF.

   

Exporting a Full Report as a CSV

1. Click the Download icon in the top-right corner of the page.
2. This will export your current filtered list as a CSV file.
3. You can use this file to manipulate the data, report on who completed the most forms, see which forms are most common, or count forms completed per site.