The Submissions tab is where you can view all of the form submissions. We will review the navigation and features on this tab. It may be easiest for you to open your Practice form to review the features as we go.

Note: You won't see any records on your Submissions tab until you submit the form at least one time.

Columns

You can choose which columns you want displayed on your submission screen. To make changes, click Columns and mark the boxes of the columns that you want. You can CHECK ALL COLUMNS and then UN-check the first four boxes. (In Formstack, Unique ID is an identification number that Formstack assigns. It is not the Miami UniqueID.) Click Save. You will now see all of the fields in the spreadsheet.

Import

You can import data into Formstack using a csv file. Click Import. Upload the csv file and then match the fields to the existing spreadsheet.

Share

This button is misleading. DO NOT SHARE. Clicking on Share will make your results public—to everyone. If you want to share your results with others, there are a couple of different ways that you can do it.

Google Integration

Using Google Integration is the best way for long-term sharing. That lesson is taught in the Formstack Advanced Training module.

Export

For one-time sharing of a report, you can select specific submissions you want to include or select them all, and then choose an action. You can export your file in CSV, Excel, or PDF format.

Note: This menu is where you can designate files in certain ways (like read or favorites), or delete them.

More Pages

By default, Formstack displays 25 records at a time. You can change this number using the dropdown. You can have more than one page to view. Use the arrows to move between sheets.

Reports

You can also create your own reports based on specific criteria by creating a custom filter.

To make a filter:

Click Create Custom Filter
Create the filter by choosing the questions and answer that you want included
Click Save and Search

A report will generate matching the criteria that you set.

Edit the Report Name by clicking on the pencil icon
Click Enter to save your name

As more submissions are received, they will be automatically available in the report you created.

Charts

Another great feature in Submissions is the Chart View. Any questions that have a multiple choice format (like radio buttons, checkboxes, and dropdown lists) will automatically populate a chart. This is a great way to share data in a visual format.

Charts can be PRINTED or DOWNLOADED as an image.

To change the type of chart, click the settings gear. You can choose horizontal bar, vertical bar or pie chart. You can expand the chart to full width so that it is easier to read.