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Posted Form Excel Report

Currently, the Excel report generated on Posted Forms returns all records, active and inactive alike. My users have expressed that they would like it if this report could exclude inactive Posted Form records from appearing in the report. If configuring the report to exclude these before it runs is not possible, it would be nice if the report could include a status column so they could filter out the inactive records based on that.

  • Guest
  • Jul 28 2020
Forms & Web Analytics
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  • Gosia Herudzinska commented
    October 26, 2021 17:34

    It makes more sense if Poted Forms and Posted Surveys reports by default run on active records only.

    Typically, before launching the forms various team memebers are testing the forms to check how the form/survey behaves in connection with the CRM. Those posted records then are deactivated. They contaminate then the real reults in the report.

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