Analyze and present submission data collected from Forms and other assets. Using the Filter and Sort menus, organize Reports in a Workspace based on your needs. Then, use the Search Bar to find a specific Report. In this guide, we’ll go over using these tools, as well as viewing and downloading your Reports directly from the Workspace.

Using the Filter Menu

The Filter menu can be used to show all of the Reports in the workspace you’re currently viewing. Let’s walk through this together: 

1. In the Workspace, click on the Filter menu on the right-hand side of the Toolbar at the top of the page. 
2. Then, click on the checkbox next to Clear All to remove any selections.

3. Finally, click on the checkbox next to Reports and click out of the dropdown. The list will refresh and show only Reports in the workspace.

Using the Sort Menu

To organize how your Reports are listed, use the Sort menu. Depending on what filters are selected, the Sort options may be different. The following options are available when only Reports are selected in the Filter: 

• Last Activity: Sort Reports based on the most recent activity.
• Last Submission: Sort Reports based on the time of the most recent submission.
• Last Edit: Sort Reports based on the time of the last edit.
• Creation Date: Sort Reports by the date they were created.
• Title [a-z] / [z-a]: Sort assets alphabetically or in reverse alphabetical order by name.

Let’s walk through the process of applying a Sort option together: 

1. In the Workspace, make sure the Filter menu is set to only Reports. 
2. Then, click on the Sort dropdown next to the Filter. 
3. Finally, select the Sort option you’d like to apply and click out of the dropdown.

Your list will automatically refresh based on the filter and sort options you’ve applied. For more information about the Sort menu, check out our guide How to Sort Your Assets.

Using the Search Bar

The Search Bar can be used to find specific Reports in a workspace, based on their name, title, or asset ID. Enter one of the following in the Search Bar to find what you’re looking for, based on the filters applied to the current workspace: 

• Name: Enter the Report Name or Report Title in the search bar.
• Asset ID: Enter the Report ID in the search bar.

For more information about the Search, you can check out our guide How to Use Search on Your Workspace. 

Limitations

When using the Filter, Sort, and Search Bar, keep the following limitations in mind:

• Asset Ownership: Only Reports owned by the current workspace will appear when using these tools. If a Report is in a Team, you’ll need to follow these steps inside the Team Workspace. 
• Page Limits: Only Reports on the page you’re viewing will appear when using these tools. For example, if you’re in a specific label, only Reports tied to the label will appear.
• Filter/Search Dependency: Information in the filter or in the search bar will determine what Reports appear. For example, if the search bar contains “Daily Digest” and the filter is set to Reports, only Reports that contain “Daily Digest” will appear in the list. 

Viewing a Report from the Workspace

Now that you’ve found your Report, use Quick Actions to edit or view it. Currently, RSS Listings and Digest Emails can’t be viewed directly from the Workspace.

Editing the Report

Depending on the type of report, you can either open the Report Builder (for Visual Reports), the Digest Builder (for Digest Emails), or the Report Settings for all other report types. The process is the same for all report types—let’s walk through it together below: 

1. In the Workspace, hover over the Report you’d like to edit.
2. Then, click on Edit on the right-hand side of the page. 

3. Alternatively, click on More and select Edit Report/Digest from the dropdown menu.

The Report Builder, Digest Builder, or Report Settings will open in a new tab, where you can update and edit it as needed.

Viewing the Report

View a live version of Visual Reports, HTML Tables, Grid Listings, and Calendar Listings directly from the Workspace. 

1. In the Workspace, hover over the Report you’d like to view.
2. Then, click on View on the right-hand side of the page to open the Report.

Your Report will appear in a new tab, and will be formatted based on the type of Report it is.

Downloading the Report

Download Reports, with the exception of Digest Emails, directly from your current Workspace. 

1. In the Workspace, hover over the Report you’d like to download.
2. Then, for XLSX or CSV reports, click on Download on the right-hand side of the page.

3. Alternatively, for all reports except Digest Emails, click on More and select Download.

Your Report will be downloaded and saved to your device in one of the following file types: 

• PDF: Visual Reports
• HTML: HTML Tables, Calendar Reports, and Grid Listings
• CSV: CSV Reports
• XLSX: XLSX Reports
• RSS: RSS Listings