Reports Examples and Usage for Real-time Reporting

A popular Formsite feature is our Results Reports area that lets account owners give access to the form results without giving access to the account. Creating a report will show links to both a table and a chart display, which allows the viewer to choose from a few different formats.

Formsite Reports chart

Setting up Reports is as easy as giving the report a name and clicking the Save button (see the documentation page for a tutorial video showing the basic setup). Using the optional settings can expand the usefulness of the function. These settings include setting a password to restrict access, allowing edits to the results, and using Results Filters and Results Views for more focused reports.

Let’s see some example uses ›

Admin Item Usage and Tips for Better Online Forms

One of the most frequently misunderstood concepts is the Admin item setting on your Formsite form items. Using the Admin setting allows you to create form items that are for admin use only, but what does that mean and why would you use it?

The Form Editor says that Admin items aren’t shown on your form. That means that the item will appear in your Results Table as part of the form, but the item itself will not appear on the form when the visitor completes the form.

Formsite Admin item

Uses for this feature include:

  • Creating an internal status or notes item for each result
  • Editing or removing items from the form without losing the recorded results
  • Triggering follow-up email notifications

Read more about using Admin items ›

Send Email Reminders for Uncompleted Forms

Formsite form reminder emailA popular request is how to send email reminders when people don’t complete your form. The dilemma is how to trigger something based on something NOT happening. For customers looking for this ability, MailChimp’s Goal & Automation tools make it possible.

Let’s dive right in. You will need:

  • A Formsite form you want people to complete
  • A MailChimp account
  • A list of email addresses for your visitors

In order for this to work, you need to start with the visitors’ email addresses. There’s no way to do this without starting with the emails. The order things will happen is:

  1. You send your MailChimp Campaign with a link to your form to a list of email addresses
  2. When recipients click the link to visit the form, the Goal is counted and the recipient is removed from the list segment
  3. After a set period of time, the reminders are sent to all remaining subscribers

See how to put it all together ›

Updated: Use Google Analytics with your Formsite Forms

Formsite Google AnalyticsOur previous instructions on adding Google Analytics to your form are still applicable, but there are some special circumstances you may encounter that aren’t covered there. For the sake of efficiency the important parts of the instructions are repeated here, which makes this article the only source you need for adding Google Analytics to your Formsite form.

We will cover:

  • When, where & how to add Google Analytics and Google Tag Manager code
  • Using Analytics with embedded forms

Let’s dive in ›

Google Sheets Integration Setup & Top Tips

Connecting your form to Google Sheets is easy to set up and requires virtually no maintenance, making it one of the most popular integrations for Formsite members. Connecting your form to your Google account is an easy and dependable way to create an automated backup of your form results, along with many other benefits you may not realize.

Formsite Google Sheets integration

Let’s see what else you can do and how to set up your Google Sheets integration ›

Word Mail Merge for Personalized Documents

Do you have a need for making custom personalized documents in Microsoft Word using your Formsite results? Consider your donation form or registration form — what if you could send every visitor a custom thank-you or confirmation letter with their information pre-filled?

Formsite Word template

You can! Simply export your Formsite results and use them as a data source in Microsoft Word, then add individual fields to your Word document for a totally customized version of the doc. You can then run the project when you’re ready and Word will automatically create all of your documents for you.

Magic? Kind of. It’s called Mail Merge and it’s not hard at all ›

Responsive Forms Setup & Customization

Mobile-friendly web pages are a must-have for giving your site visitors a usable experience and for increasing your visibility with search engines. The most efficient way to display your page and forms correctly on both full-size and mobile displays is to make them responsive. That means they respond to the size of the display and let designers specify styles to apply for different sized displays.

Responsive Online Forms

Mobile Responsive Form SettingsFormsite forms are responsive by default. If your form is old or you’re using a copy of an old form and your form does not show the mobile-friendly appearance on a mobile device, your form may have the setting disabled. You can change the Mobile responsive setting by going to the Form Editor -> Style -> Advanced page.

Read more about working with responsive forms ›

Form Settings to Enhance Your Form

Formsite form settingsEvery Formsite form has settings that you can customize to enhance your form’s security, description, and access. Your form settings can greatly increase the usability of your forms by both visitors and account users, and the security on both the account side and the visitor’s side.

Your form’s General Settings can be found under the Form Settings link and include:

  • Description
  • Open/Close
  • Security
  • Daily Summary

Let’s look at the form settings in detail ›

Use Results Views to Focus Your Results

Your form results include many parts that are included by the Formsite system, such as the result status, time stamp, and referrer, and there may be a time when you don’t want to see everything. Or there may be a need to see only one or two values from a larger form. Results Views let you view or use specific results columns.

As part of the built-in results enhancement tools, Results Views let you focus your results’ displays wherever they occur. Along with Filters and Labels, Views lets you create custom email notifications, reports, integrations, exports, and any other function that uses your result data.

Results Views

Learn more about Results Views ›