This article will guide you through generating your Form Detail report. This report will list waivers and/or Health History forms completed by customers during a given date-range.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
1. Accessing Your Report
Navigate to Reports > Intelligence > Form Detail and select the date range you want to analyze. Click on Run Report.
2. Understanding Your Report
The generated report will list customers by date of form completion. Clicking the View icon will open up the PDF copy of the member form.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting: Can access reports
- Reports: Can access metrics: form detail