How to Set Up a Form Activity Report

The Form Activity report will provide a count of the number of form submissions that were Created in the Last Month, Closed in the Last Month, and Currently Open broken down by the Form name.

Action Enabled

The action enabled by this report will allow you to establish an Activity baseline and will show you if your current resources are able to keep up with the Submissions of each Form.

Sample Report

Form Activity

Report Definition

Database Table:

services

Search Criteria:

IsNull({services.c_closedAt}) or {services.c_submittedAt} in LastFullMonth or {services.c_closedAt} in LastFullMonth

Fields Displayed:

Form: c_formSlug

Calculated Fields:

Submitted: To display the count of Submitted records I built a conditional count function:

Submitted Count

Closed: To display the count of Closed records I built a conditional count function

Closed Count

Note: As the submission might not be "Closed" I need to set the count to 0 if the c_closedAt field is NULL.

Currently Open: To display the count of Currently Open records I built a conditional count function

Currently Open Count