Build Custom Reports on Form Submissions

What is it?

We are excited to announce the Public beta for supporting form submissions as a data source in the Custom Report Builder.

Why does it matter?

You can now build a variety of reports based on form submissions to understand how your forms are performing, slice and dice form submissions data and much more.

How does it work?

• Under custom report builder, select "Forms", "Form Submissions" and "Form Analytics" as the data sources. Also select other required data sources such as Contacts, Companies etc.
• Using the various data sources selected, pull the required fields.
• Apply the necessary filters
• Choose the appropriate chart types for your report.
• Break down the selected data as required.
• Now, you should see the report populated
• You can also add the reports your dashboards.

Below are some of the reports that you can build:

• Form submissions count over time
  
  • Data Sources to Select: Form Submissions(Primary), Forms
  • Properties to select:
    
    • X-axis : Submitted on
    • Y-axis : Count of form submissions

• Form submissions count for a form over time
  
  • Data Sources to Select: Form Submissions(Primary), Forms
  • Properties to select:
    
    • X-axis : Submitted on
    • Y-axis : Count of form submissions
  • Filter by: Name(Form Name)

Form submissions count grouped by forms over time

• • Data Sources to Select: Form Submissions(Primary), Forms
  • Properties to select:
    
    • X-axis : Submitted on
    • Y-axis : Count of form submissions
  • Break down by : Name (Form name)

• Form submissions count for a form by page over time
  
  • Data Sources to Select: Form Submissions(Primary), Forms
  • Properties to select:
    
    • X-axis : Page title
    • Y-axis : Count of form submissions
  • Break down by : Page title
  • Filter by : Name(Form name)

• Form submissions count by source
  
  • Data Sources to Select: Form Submissions(Primary), Forms
  • Properties to select:
    
    • X-axis : Visit Source
    • Y-axis : Count of form submissions
  • Break down by : Visit Source

• Form submissions count with specific submission value for a property
  
  • Data Sources to Select:Form Submissions(Primary), Contacts
  • Properties to select:
    
    • X-axis : Property of choice (Example: Favorite Coffee)
    • Y-axis : Count of form submissions
    • Break down by : Property of choice (Example: Favorite Coffee)

• Form submissions count by new contacts vs existing contacts across forms
  
  • Data Sources to Select: Form Submissions(Primary), Forms
  • Properties to select:
    
    • X-axis : Name (Form Name)
    • Y-axis : Count of form submissions
  • Break down by : Visitor Type

• Count of Contacts created by form
  
  • Data Sources to Select: Form Submissions(Primary), Forms
  • Properties to select:
    
    • X-axis : Name (Form Name)
    • Y-axis : Count of Contacts

• Submissions from contacts with specific life cycle stage
  
  • Data Sources to Select: Form Submissions(Primary), Forms
  • Properties to select:
    
    • X-axis : Lifecycle stage
    • Y-axis : Distinct Count of Email
  • Breakdown by : Lifecycle stage

• Conversion rate for forms over time
  
  • Data Sources to Select: Form Analytics(Primary), Forms
  • Properties to select:
    
    • X-axis : Occurred Date
    • Y-axis : Form Conversion Rate

• Form submissions Count by Brand
  
  • Data Sources to Select: Form Submissions, Forms
  • Properties to select:
    
    • X-axis : Brands (from Contacts data source)
    • Y-axis : Count of form submissions

• Form submissions Count by Campaign
  
  • Data Sources to Select: Form Submissions, Forms
  • Properties to select:
    
    • X-axis : Marketing Campaign (from Forms data source)
    • Y-axis : Count of form submissions
  • Break down by: Submitted on (from Form Submissions data source)

Who gets it?

Content Pro, Content Enterprise, Marketing Pro, Marketing Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise