CUSTOM REPORTS
Ask your submissions a question.
Group by an answer, a detail or a month, count and total what matters, filter to the slice you care about — then send it out as Excel or a branded PDF. No chart library to learn: the widget list is short, and each one tells you when it is the right choice.
See pricingSTART HERE
You already have a report. This is the one above it.
THE FLOOR — AUTOMATIC
Every form keeps its own
The moment a form is live its report exists — submissions over time, completion rate, where people drop off. Nothing to configure, nothing to build. Most people never need more than this.
THE CEILING — YOURS
When the summary is not the question
“How many upgrade requests per region last quarter, excluding the cancelled ones?” is not a completion rate. That is a report you build once, save, and re-run whenever you want the current answer. The builder for it is on Business and Enterprise.
HOW IT WORKS
Three choices, then it is a report.
- 01
Group by
Group by an answer, by a submission detail, or by a time bucket — the dropdown you built last week, or the month it came in. Add a second dimension and one report answers referrals by clinic and by month. Every group becomes a row.
- 02
Measure
Count submissions, total a number field, average one — and add more than one, so the headline figure and the detail behind it sit in the same report. A count can be narrowed to only the responses you mean, which is how you count upgrade requests rather than submissions. Pick from what your fields actually support, so a measure can never be invalid.
- 03
Filter
Narrow to the slice that matters. Date range, status, any answer value. Save it, and re-run it whenever you want it fresh.
WHAT THAT LOOKS LIKE IN PRACTICE
Group by Region — measure count of submissions and average response time, where Status is Upgrade requested and Submitted is in the last 90 days
WHAT YOU CAN PUT ON IT
A canvas, not a fixed template.
Drag a widget in, size it, put it where you want it. The report is yours, and it looks the same on screen, in the PDF and to whoever you send it to.
Number
One measure’s total, large. The figure you’d quote in a meeting.
Bars
Compares groups by length. The easiest comparison to read, and the safe default.
Line
A trend across the groups in order. Best when the axis is time.
Area
A line with the space beneath it filled. Emphasises volume rather than rate.
Stacked bar
Each group’s share of the whole, as one bar. Lengths compare more accurately than angles, so this reads better than a pie.
Pie
Each group’s share of the whole. Best at three or four groups; harder to read past that.
Doughnut
A pie with the middle out. Same reading, a little easier on the eye.
Progress
One measure against a target you set. A meter, which reads better than a two-slice pie.
Comparison
Two measures side by side. Needs a second measure before it becomes available.
Table
Every group and every measure, as text. The one widget a screen reader can read completely.
Every widget reads the same saved definition, so changing a filter updates the whole page at once rather than once per widget.
THE PART NOBODY ELSE CAN DO
Group by a code. Show the name.
Your form collects a branch code, because that is what the respondent knows. Your report needs the branch name, the region and the manager — and those live in your database, not in the submission. With a data connection, the report reads both and joins them.
WHAT THE FORM COLLECTED
branch_code · BR-4471
status · Upgrade requested
submitted · 14 Aug
WHAT THE REPORT SHOWS
Northgate Retail · North West
Manager · from your database
17 requests · this quarter
Nobody has to maintain a lookup sheet, and nobody has to paste a branch list into the form for the report’s benefit. It reads what you already keep.
THE HONEST PART
What it does not do.
A page like this is easy to write without limits. Here are ours.
- One form at a time
- A report is built on a single form’s submissions. Combining several forms into one report is not something you can do today.
- Measures are a closed list
- Count, total, average and the rest — picked from what your fields support. There is no formula language, which is why a measure can never be invalid or silently wrong.
- It is not a wall dashboard
- A saved report runs over every response each time you open it, so the numbers are current and there is nothing to remember to refresh. What it will not do is sit on a screen in the corner of the office updating itself.
- The join needs a connection
- Pulling names, regions or anything else out of your own database requires a data connection, which is a separate add-on.
PRICING
On Business and Enterprise.
The custom report builder is included on Business and on Enterprise. It is not available on Free, Solo or Team.
KEEP EXPLORING
Pairs well with
TRY IT
Build one on a form you already have.
Pick a field to group by and see what comes back. If the answer is not useful in about a minute, it was never the right question.
Start free