Manager Topic

Custom Form Data Report

The Custom Form Data Report tracks data for the Form Management functionality. This report is only available for portals with the Form Management functionality enabled.

To access the Custom Form Data Report, go to Reports > Standard Reports > Track Employees. Then, click the Custom Form Data link.

Criteria

Filter Name Description
User Criteria Select the users for whom you would like to view form data by selecting the appropriate OU or individual user from the drop-down. If user criteria are not defined, then the report runs for the entire available population.
Date Filters Select the date range for the report from the drop-down list or enter specific dates in the From and To fields.
Advanced Filters

Limit report output to the following:

  • Select Form - This is a required field. Click the Select icon in the Select Form field. This opens the Select Form pop-up. Select the form from the list of available forms. This closes the pop-up and populates the Select Form field with the form title.
  • Submission Type - This field allows the recruiter to filter the report output based on how the form was submitted. The options that are available are dependent upon how users submitted the report selected in the Select Form field.
  • Select Task - This field allows the recruiter to filter the report output based on tasks. Click the Select icon in the Select Task field. This opens the Select Task pop-up. Select one or more tasks from the list, and then click Done. This closes the pop-up and populates the Select Task field with the tasks.

Report Title

Enter a title for the report in the Report Title field. If no title is entered, the report title defaults to the report name. The title appears on both the report output and in the Processed Reports table.

Process Report

Click the Process Report link to run the report based on the selected criteria. The report output is stored in the Processed Reports table.

Processed Reports Table

The Processed Reports table displays the three most recently run reports. The following options are available for each report in the table:

  • Click the Print icon to view a printable version of the report. The report can also be printed from the printable version.
  • Click the Excel icon to generate an Excel output of the report.
  • Click the Refresh icon to refresh the report results.
  • Click the View Details icon to view and modify the filter criteria for the report.
  • Click the Delete icon to delete the report.

Output

The report output includes the report criteria, as well as the following report data:

  • First Name - This column displays the first name of the user who submitted the form.
  • Last Name - This column displays the last name of the user who submitted the form.
  • [User Criteria Columns] - These columns display the organizational units and/or users defined in the User Criteria section of the report.
  • Submission Source - This column displays the source of the submitted form.
  • Task Title - This column displays the title of the task associated with the form, if available.
  • Task Description - This column displays the description of the task associated with the form, if available.
  • Task Assigned - This column displays the date on which the task associated with the form was assigned, if available.
  • Task Due - This column displays the date on which the task associated with the form is due.
  • Date Submitted - This column displays the date on which the form was submitted.
  • [Form Fields] - The column title is based on the fields included on the form. These columns display the value entered for the field.

 

Last Published: 9/10/2021 If you have feedback or suggestions for an Online Help article, please select this link. © 2021, Cornerstone OnDemand