Advanced Reports

Submittable's Advanced Reporting tool works similarly to Submittable's Standard Reporting feature (included with all accounts) but adds the powerful ability to consolidate and pull data from multiple forms at once. Advanced Reporting also enables users to view report data in a variety of visualization formats, including charts and pivot tables.

Please note: Submission data requires 24 hours to appear in Advanced Reporting.
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When generating an Advanced Report, you will first need to Select Data from the project you want to include, then proceed to the Analyze Data stage to configure and view the data.

1. Select Reports>Advanced Reports.

2. Click the +New Report button:
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In the Report Name Box, give your report a name:
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3. Use the Date Range selection boxes to select a date range for the data you want to be included:
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4. From the Projects dropdown list, select the projects from which you want to pull data. You can select from any of your existing projects that contain submissions. There is no limit to the number of projects that can be selected:
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5. If desired, select any Labels that have been applied to received submissions. This will generate a report that includes only submissions from your projects that have these labels applied:
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Next, select the data you want shown in your report from the Fields column.

Expand the Project Attributes to see dropdown arrows for Submitter Information, Form Attributes, and Funds, if applicable.

Below the Project Attributes, the different projects will be listed. Expand them to find the different forms and form fields associated with the projects:

You can add Table fields to your Advanced Report. Select the Table icon from the list of available fields under the Project name. In this example, the field is named Table Question:

A new window will open, showing the connected Table. Select the cells that you want to report on:

Select Add to Report to finalize the selection.

Note: The cells will be blank in the cell selection window. Submission data will not appear.

Each cell will appear as its own column within the report:

You can also include data from individual Review Form questions. For rating fields, users can add the rating field question and the score for that field.

Custom Review form elements added to a report will display each reviewer’s response in its own column:
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Custom Review form elements added to a report will display each reviewer’s response in its own column. The fields can be rearranged by clicking Fields, then dragging the columns.

You can rename columns within your advanced report by selecting the column(s) you'd like to rename and then clicking Edit column names. Once complete, click Save.
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​Note: A column must be selected in order to enable the Edit column names button:

After selecting the boxes in the desired Fields selection columns, click the Save As New View button in the lower right corner of the page:

You'll be prompted to name your View. A saved report view lets you return to the custom data configuration you've created at any time to adjust, analyze, or visualize your data. Give your View a name and click Save:

Note: You can return to the Select Data area at any time by clicking the Back to Select Data button on the lower left of the page:

Once you've saved a new report View, you can access it in the Select View dropdown:

Note: You can make changes to an existing view at any time by selecting it from the View dropdown, then clicking the Update and Save View button in the lower right.

Or, to save it as a completely new view, click the Save as New View button to create a new report view (the new view will appear as a separate view option in the Select View dropdown).

When reporting across multiple projects, you may be collecting similar information in fields with different names in each project's initial forms. The Merge option lets you combine similar fields into a single column so responses from all selected projects appear together.

For example, if several projects include an Organization Name, each project may have its own way of naming that field. Using Merge lets you combine them so all responses appear in a single unified column in your report.

In an existing or new report showing the Select Data view, click Merge in the Fields area:

In the box that opens, you will see the fields from your projects' initial forms. Give your new single field a name, locate the similar fields you want to combine, and then click Merge:

Once merged, the new column will display responses from the selected fields across all included projects. If you find a problem, you can edit your choices:

To view helpful video tutorials on how to use Advanced Reporting, choose any of the topics below:

Or watch this webinar for a full overview of the feature:

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