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 see report data in an array of visualization formats including charts and pivot tables.

To view video tutorials for the following Advanced Reporting features, select from the following:
-

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

To skip to the sections within this article, select from the anchor links below.

Starting an Advanced Report

Note: When generating an Advanced Report, you will first need to select the Project data you want to include, then proceed to the Analyze Data stage to configure and view the data.

Starting an Advanced Report:

1. Select Reports > Advanced Reports.


2. Click the +New Report button

In the Report Name Box, give your report a name.

3. Use the date range selection boxes to select a date range for the data you want to be included.

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 have submissions in them. There is no limit to the number of Projects that can be selected.

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.

Selecting Data from your Projects

Next, make selections from the various Field Selector drop down columns for the data you want shown in your report. You will see drop down arrows for Submitter Information, Form Attributes (which are standard identifiers from all submissions such as Submission ID, Status, Labels, etc.), your Initial Form titles , Funds (if you are using them to administrate Projects), as well any other Form Types (e.g. Eligibility, Review, Internal) that may be attached to your Project. The Field Selector column will look like this:

A complete list of field data selection options can be found here.


Save and Return to your Configured View

1. After checking/selecting the boxes in the desired Field Selection Columns, click the Save As New View button in the lower right hand corner of the page.

2. You'll be prompted to name your View. A saved report View enables you to return to the custom data configuration that 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 Data Setup area at anytime, click on the Back to Select Data button in the lower left area of the page.

9. 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 anytime by seledctying it from the View Dropdown, then clicking on the Update and Save Review button in the lower right.

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

Custom Review Forms in Advanced Reports

You can also include answer data from individual Review Form questions. For rating fields, users have the option to add the rating field question as well as the score provided for the particular rating field. Custom Review form elements added to a report will display each reviewer’s response in its own column.


Renaming Columns


You can rename columns within your advanced report by selecting the column(s) you'd like to rename, then clicking Edit column names. This will activate an edit state in the selected columns, enabling you to customize the names. Once complete, click Save to save the column name changes.

Note: A column must be selected in order to enable the edit column names button

-----------------------------------------------------------------------------------------------------------------------------


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

1. How to Analyze and Filter Project Data with Advanced Reports

2. How to use Pivot Tables with Advanced Reports
3. How to create charts with Advanced Reports
4. Advanced Reporting for Funds

5. Advanced Reporting for Multi Stage Reviews

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



-----------------------------------------------------------------------------------------------------------------------------

Did this answer your question?