Submittable's Advanced Reporting tool works similarly to Submittable's standard Reporting feature (included with all accounts), but provides powerful additional tools to consolidate and pull data from multiple forms at once. Advanced Reporting also enables users to see report results in an array of visualization formats.

I. Starting an Advanced Report.
II. How to Merge Form Data using Advanced Reporting (see video in step 5).
III. How to filter data using Advanced Reporting (see video in Step 7).
IV. How to use Pivot Tables and How to create Charts (see videos in Step 9).

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When generating an Advanced Report, you will first select the form(s)data you want to include, then proceed to an Analyze Data stage to configure and view the data according to your preference.

To start an Advanced Report:

  1. Select Reports > Advanced Reports.
  2. On the Advanced Reports page, 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 Forms dropdown list, select the forms from which you want to pull data. You can select from any of your existing forms that have submissions in them, and there is no limit to the number of forms that can be selected.
  5. Choose from the selection options for Submitter Information, Form Attributes, and any other fields from your selected forms. Just as with Submittable's standard reporting tool, Submitter Information is taken directly from submitter profiles (i.e., First Name, Last Name, Email) and Form Attributes are standard identifiers from all forms (i.e., Submission ID, Status, Labels, etc.). Fields from your selected forms are comprised of the specific information requests within the form.|

Below is a short video that explains how you can merge fields when setting up your Advanced Reporting View. 

How to Merge Form Data using Advanced Reporting:

6. After you've merged any selected fields and set up your form(s) data input for analysis, click the Next button in the lower tight area of the page. This brings you into the Analyze Data area.

7. In the Analyze Data area, you can adjust and filter your selected data. Here is a brief video on How to filter data using Advanced Reporting:

8. Once you have arranged and filtered your selected data as desired, click
the Save As New View button in the lower right hand corner of the page. 

You will be prompted to name your View. A saved report View is the custom selected data configuration that you've created, and which you can return to at any time to analyze, adjust, and/or visualize according to your specific needs. 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 have saved a new report View, you can access it in the Select View dropdown list  at anytime.  

You can make changes to an existing View at anytime by selecting it from the dropdown list, making your changes, then clicking on the Update and Save Review button in the lower right. If you make changes and decide you want to save it as a completely new view, click the Save as New View button to save a separate, new report View (this will show up as a separate view selection option in the Select View dropdown).

Below please find a short video tutorial on How to use Pivot Tables in Advanced Reporting:

Below please find a short video tutorial on How to create Charts in Advanced Reporting.

Questions? Contact us at support@submittable.com.

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