Form Metrics

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10 comments

  • Hi Natalie, thanks for the suggestion! I'll bring it up with the product team.

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    Amy De Klerk

    Modifying a report would be amazing, and we'd also like to be abel to edit the name after publishing (if its wrong you need to build the whole thing from scratch to change it!)

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    Cathy Lee

    Yes, being able to consolidate multiple versions of the forms into one report would be lovely.  

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    Regan Jones

    It would be brilliant if we could export all of the historical forms completed/actioned by our carers. It would be ideal if we had an export option on the Client record > Care Documentation > Client Forms.

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    Natalie de Vos

    Hi

    Another improvement in relation to building a form report, would be to have the ability to add multiple fields at once or even all the fields. Even though some of the fields would not be needed it is easier to sort in excel.  The form metrics builder id problematic. I find when I drag a field across, the field screen moves as well so I can only see blanks. Then if I am putting the field in the selected section, and move it down, the filed available section also moves down. When you go back you have lost your spot. I have tried building the form backwards but this does not help. We have a lot of logic in our forms, so they appear very long. It is almost impossible to build a report for a detailed form. 

     

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    Natalie de Vos

    Hi 

    I have found another glitch with form metrics. Because I have to move each item across one at a time, it took a while. When I had finished the builder had "expired" and I could not save it. So essentially I lost a couple of hours work, further limiting the practicality of this report for larger forms.  

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    Alexandra Dunne

    Hi all,

    Thank you for these suggestions and the issues raised, I'll bring them up with the Product team.

    Alex

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    Artur Pizyo

    Looking from the general perspective, we build our forms to collect custom data that help us in various areas of business analysis, so it is critical that we have a convenient way to access, save and analyze it. Completely agree that for large forms this task is not always practical. How about the way to download all data in a specified time frame and dissect it further in Excel or another tool of choice?

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    Regan Jones

    Hi, another suggestion on this thread is to export specific client forms to supply to families/brokers. This is currently a time-consuming process and this is frequently requested.

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    Regan Jones

    It would be great if the date filters on the client form page vs the metric export page were consistent i.e. same dates retrieve the same reports. This helps when bulk approving via client forms

    For example: If our last date is 10/12/21

    To obtain a correct number of forms - we must take 1 day away from the filter on the client forms page.

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