Form Submissions report template

ksaharia
New Contributor III

Hi everyone! Earlier this year we released a new reporting template ”Form Submissions” to help you report on form responses. We have seen this new template being used to report on a variety of data such as tracking happy calls, inspections, membership enrollment, refrigerants used. What other use cases have you been using it for? Is there any feedback you would like to share?

If you haven’t tried out the new Forms Submissions dataset, learn more on how to get started here.

3 REPLIES 3

damonh
New Contributor

Testing the Form Submission Report for tracking Customer Rebates.  Current challenge is having the categories/groupings stick when the page is refreshed.  Currently, I am having to re-format my report each time I visit it. 

Is there something I'm missing? Does anyone have any work arounds for this?  

JeffHerron
New Contributor III

Our Dispatchers file a form from a debrief call with the tech after every completed job. We use the form to check on the tech's adherence to our service system process, follow-up needed, truck stock used, etc. All of these data points get tracked and the proper folks notified as needed.

ksaharia
New Contributor III

Hey Jeff! Glad to see you utilizing this report template. Thank you for expanding on how you are using it. Super insightful!