Now that your employees have filled out their forms, what do you do with all the form entries? Well with connecteam we give you the option to send all the form entries automatically to any recipients you wish. You will be able to send automatic Excel spreadsheet reports of your Form entries based on your preferred time-frequency, and share it automatically with any email address you'd like! With the new and improved auto reports, you are also able to create specific filter criteria, ensuring that you are only getting the information that is important to you!
In this article we will go over:
What's the Benefit?
Save time on exporting entries manually by sending entries automatically to the right personnel within your company based on specific filters so you can create a complete automated process easily and quickly. Once everything's set up, it will look something like this:
Create your Form > assign it to employees > receive entries > manage status and notes for each entry > have employees automatically notified for changes and updates > receive or send an automated report of all entries, statuses, and columns according to your settings
Here are a Few Examples:
Send the Expenses Reimbursement Form's entries every two weeks at 10 am to the payroll department's email address
Send the New Leads Form's entries on the last day of each month at 2 pm to the VP of Sales' email address
Send Daily Health Declaration entries every morning, starting from 4/5/2019, to the HR manager's email address, only if the user answered yes to the question "Have you been in contact with someone who has been confirmed with Corona in the past two weeks?".
Click here to watch a short video about filter-based auto-reports
How to Enable Auto Reports?
On your dashboard, access a Form page
Click on Options > Settings
On the settings menu, choose Auto Reports
Check the Auto report box to enable it
Choose when to send the report
Choose who will receive the report
Decide if you wish to include managers' columns in the reports (statuses, notes, and persons)
Select your filter criteria (optional)
Decide if you wish to create more reports for the Form and save changes when ready
That's it, all set!
Report Type:
You can choose from two different reports, Entries report or User report:
The entries Report will contain the entries according to the fields and filters that we have set.
Users Report will contain a list of users that fall under that criteria.
Reports Frequency:
You can choose when you would like to have these reports to be sent and the frequency of the auto reports.
Set Up the Recipients:
Here you can add the recipients of the reports
User Fields to Include in the Report:
Select users and managers fields you would like to be included in the report
Chose File Type:
Choose what format you would like the recipients to receive - An Excel table with all the entries details, or a file with all the submissions in a PDF format.
Filter Information (Optional):
Here you can choose the trigger/s that decide what will be in the report:
For example: If you would like a report of a specific answer to a question.
Quick Actions That Will Save You Time!
Duplicate auto reports - saves you time and removes mistakes.
For instance, if you have already created a report with a complex filter or with many users, duplicating it will save you the time of creating a similar one.
Just click on the duplicate button and edit the new automatic report.
Note: Auto reports are available starting from the Expert Operations plan.
For additional information:
You can learn more about different distribution options in this article:
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.