4.11 Reports
The Reports Dashboard is where you can find detailed reports for the forms, polls, and quizzes on your site.
New in Version 1.18
See how to Do More With Your Forms with New Forminator Reports and Webhooks Integration on the blog.
In the first dropdown, select to view reports for either forms, polls, or quizzes. Then select the specific one you want in the second dropdown.
Click the Date range field to select the date range for your report. You can manually select the start and end dates on the calendar or choose from the pre-defined ranges. Finally, click the View Report button.
The Reports tab includes the following panels:
- Overview
- Views
- Submissions
- Conversion Rate
- Payments (Forms only)
- Apps
- Leads (Quizzes only)
- Location (Forms only)
Overview
The Overview panel displays the date/time of the last submission. It also shows the number of views, submissions, and conversion rate for the selected period. In addition, it includes an interactive line graph illustrating submissions during the period chosen.
Views
The views panel displays the number of visitors who viewed the form, poll, or quiz for the selected period and the views for the same previous period. It also shows the percentage of increase/decrease in views compared to the same previous period. And you can also see the average monthly views in this panel.
Submissions
The submissions panel displays the number of times users have completed and submitted a specific form, poll, or quiz for the selected period and the submissions for the same previous period. It also displays the percentage of increase/decrease in submissions compared to the same previous period. You can also see the average monthly submissions in this panel.
Conversion Rate
The conversion rate panel displays the percentage of users who submitted a form, poll, or quiz relative to the total number who viewed it. It also shows the conversion rate for the same previous period, along with the monthly average conversion rate.
Payments (Forms Only)
The payments panel displays the payments collected via a form over the selected period. It also shows the amounts paid via Stripe and Paypal.
The payments panel won’t display any data if your form doesn’t include any payment fields.
Apps
The apps panel displays the number of data points sent to a specific application you have connected under the Integrations tab and the data points sent for the same previous period. It also shows the percentage of increase/decrease in data points sent to these applications compared to the same previous period.
The apps panel won’t display any data if you haven’t connected any applications to your form, poll, or quiz
Leads (Quizzes Only)
The leads panel displays the number of leads you have collected via a quiz over the selected period. It also shows the number of leads collected for the same previous period, and the monthly average leads collected.
Locations (Forms Only)
The location panel displays a summary of the location of the users who submitted the form. It gives an overview of the locations of the users where the majority of the form submissions are from along with the submission count. It also displays the split up of the submission count for specific states/provinces within the country.
4.11.1 Reports Notifications
This is where you can create and manage regularly scheduled report notifications for any or all of your forms, polls and quizzes.
The first time you access this screen, you’ll see a notification has already been created by default for all of your forms. You can activate, edit or delete this default notification as needed.
Each report in the list displays the following summary information in its row:
- Report – The name you have given to the report, as well as the number of forms/quizzes/polls included in it.
- Module – This indicates whether the report is for Forms, Quizzes or Polls.
- Recipients – The avatar(s) of the recipient(s) you have included for the report will appear here. Hover over any avatar to see the email address associated with that recipient.
- Schedule – The report frequency you have set.
- Activate/Deactivate – Click the toggle at the far-right of a report’s row to activate or deactivate that report.
- Gear icon – Click the gear icon in any report’s row to reveal options to Configure or to Delete the report.
The Bulk Actions menu at the top of the screen enables you to apply the following actions to any number of selected reports:
- Activate
- Deactivate
- Delete
Add New Report
To create a new report, click the Add New Report button to pop open the configuration modal.
Settings
- Label – Enter the name you’d like for this report.
- Choose a module for this report – Choose whether your report should include data from Forms, Quizzes or Polls. Note that you can only include one module type per report. If you need data from multiple module types, you’ll need to create multiple reports.
- Select forms (or quizzes, or polls) – Choose to include data from All Forms/Quizzes/Polls, or only from Selected Forms/Quizzes/Polls.
If you choose to include only selected forms/quizzes/polls in your report, click in the search field that appears and select the ones you need.
Click Continue to move to the next step.
Schedule
Set the frequency at which you’d like this report to be sent.
All-Time Data
Note that, regardless of the frequency you select here, your report notifications will contain all-time data for the selected forms, polls or quizzes.
- Daily – For a daily report, simply select the time of day the report should be sent.
- Weekly – Select the day of the week and the time of day the report should be sent.
- Monthly – Select the day of the month and the time of day the report should be sent.
Click Continue to move to the next step.
Recipients
Under the Add Users tab, you can select which of your site’s registered users should receive the report. If the list of users is long, start typing the username in the Search users field instead of having to scroll through the list. Click the + icon next to the user’s username to add them.
You can also add recipients who are not registered users of your site under the Add By Email tab.
Simply enter their First name and Email address, then click the Add Recipient button.
Once you’re done with the configuration of your report, click the Save Changes button. You can also optionally toggle the Activate report option on or off before saving.