How to View Form Submissions and Summaries

The Forms feature enables your employees to complete reports, forms, checklists, requests, and more directly from their mobile app. Gone are the days of filling out paperwork using pen and paper and storing them in the file cabinet. With Connecteam, everything is digitized and accessible on the go.

After publishing a form, you'll need to take a look at your employees' submissions. You may also want to know how many employees have or have not filled out the form, or gain further insights into their answers. By viewing submissions and question summaries in Connecteam, you can do that and more.

In this article, we will go over the following:

As a manager, when forms are published to employees, it's essential to be able to quickly view which employees have submitted the form and which have not.

From the Users' tab, you can easily view the status of each employee assigned to the form, indicating whether they have submitted or not.

To gain more specific insights, such as a list of only those who did not submit the form, you can use the Status filter. Filter for Submitted and Didn't submit. From here, you'll be able to follow up with employees who didn't submit an entry. To do this, check the box next to their name, then click Actions > Notify, which allows you to send a customized notification reminding employees to complete the form.

💡Tip: For a detailed report of your employee's progress, you can export the status columns by clicking Export at the top right next to the search bar.

To view form submissions, follow these steps:

To view submissions in the Table view, ensure to select the Table view option in the tab.

To quickly download a submission, click on the three dots next to the relevant submission and select Download.

To get a more detailed view of a user's submission, you can also click on the page icon, and the entry will open in full screen. You can also download the entry here.

Note: Admins will only be able to view submissions from users who are part of the Smart groups they manage.

Use the Group by option to view forms according to specific details or groups. Group by Smart groups or by User details:

To view submissions in the Inbox view, ensure to select the Inbox view option in the tab.

This view is ideal for reviewing each submission individually for approval or disapproval. Manage form submissions effectively, making it suitable for ticketing-like scenarios such as incident reports, expense requests, and approval workflows.

Submissions are listed in a left-hand panel much like an email inbox.

Click a submission to see the full details of the Form in the center.

View the submission status immediately as it is prominently shown at the top of the submission.

If multiple statuses exist (e.g., HR Approval, CFO Approval, CEO Approval), hover over the status indicator on the top right of the page, and the Status overview will appear.

The submission status and status indicators can also be viewed from the inbox panel on the right of the page.

Note: You can have a minimum of two statuses and a maximum of nine.

Click the envelope icon in the right corner to set submissions to 'Unread' to track what has been reviewed and what still needs attention.

Use the Unread only toggle to filter unread submissions, enabling you to go through each submission thoroughly and stay on top of what’s been handled. Here, you can also sort by Submission date and Last activity.

Getting an overall summary of your employee's progress and viewing individual submissions is great, but getting a detailed summary of each form field is even better. In Connecteam, we know that gaining these insights can change the way your business operates and the decisions you make. Using the Summary view, you can get a detailed breakdown of every field inside your form.

On the top left, you can set the date range. You can either set a custom range or use the range selector to choose a set range.

From the Insights tab, on the top right, you can view General insights, including the number of submissions and the percentage of forms that completed each field or left it empty.

If your form contains a field where employees must choose an answer, you can view the Response distribution of each answer at the bottom, showing the number and percentage of selections. This can help you identify which answer options are most popular, or if there are questions that need clarification.

Note: If your form uses Conditional fields, some fields may not be visible to employees due to the set conditions.

Inside the Summary view, click the Responses tab to view the employees that completed a field and their responses. This allows admins to view only the relevant responses to a specific field in one centralized place.

To gain more specific insights in your Summary view, use the filter option located in the top left-hand corner. This is useful if you want to gain insights, for example, into how employees from different roles, departments, and branches completed a form. You can even filter for those who responded with a specific answer to one of the form's answers, those who submitted before a certain date, and much more. Take a look at where to find the filter and some of the different options below.

Note: Some feature usage filters may be changed based on a form, depending on the fields set.

When handling forms, there are cases where you or another admin needs to edit a form entry. When that happens, it's easy to keep track of who edited a response.

A blue dot next to the response indicates that this field was initially left blank by the employee and subsequently completed by an administrator at a later date. When hovering over the blue dot, you will be able to see exactly which admin added the response and when.

An orange dot indicates that an admin has modified an employee's original response. By hovering over the dot, you can see who modified, the exact date, and the time it occurred.

💡Tip: If you are looking at the responses tab, in a summary view, and want to view a specific user's entry, you can easily do so by clicking on the page icon next to the response.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.