How to Create a Custom Report for your Employee Forms

Modified on Thu, Mar 2, 2023 at 9:59 AM

Go to Reports... create a new report (Recommended group = Employee Portal)

Choose a table for your report – for this Employee Forms example, please choose StaffEmployeeFormAnswer If you want to preview the data you can.

The system will auto-include certain required columns.

Now lets add some additional columns to the report. Remember, some columns can be included and hidden from print view if you want to sort or section the final report. Lets add Staff Member Name

Lets add the date the form was created:

Lets add the Questions from the form: This is a little different because it is an expression

Now, lets take a look at the raw data in the report… click on “schedule” then select PDF and run

The report is not very user friendly (yet) but the important data is present… the name of the form.. the school year, the staff member who created the report, date and time created, the questions asked and the responses.

To format the report lets change the sequencing of the rows:

Now, lets sort our report…

And establish the sorting parameters by column:

The report will be sorted from oldest submitted to newest… and then ny the name of the staff person who created the form:

Now, lets insert section breaks by each form submitted….

Add the section, and enter the following settings:

We Changed the words on the header to “Employee Name” so the report is more user-friendly

Now lets schedule the PDF report, again, and view it:

Now lets add the employee ID number as a footer to each section… click on the “Magic Box” or you can simply type in what we have included in the footer box:

Lets go back to the columns setup… hide the columns we do not need to see

The report is starting to vome together…. We now need to isolate and only disply the questions from the employee form that we are reporting. For this example, there were 2 questions…. As you can see, the question numbers are 61 and 62. Lets not isolate those questions so that is the only information included on the report.

To add a filter, click here and enter the first question number that you want to include on the report

Continue to add all of the questions that you want to display on the report

Now, lets preview the report… you wil notice that it is ONLY displayng the from that you are reporting on and it is only displayong the questions you selected from the employee form.

To Finish up the report, I hid the Form Question Onject ID and now the custom report is ready to be utilized. If you want to change the font you can do so by clickng on the PDF form button and savng your changes. If you want to make the Employee name larger, you can adjust the font and even though the columb is hidden, the font will increase cecause the section is utilixing the values from the columns.