In Report Builder, you can generate a customizable report of Data Forms completed, filtering for one specific form template at a time, along with all answer choices selected and all comments made within the form.
To do so, first go to your top navigation bar and click 'Insights.' This will take you to the Report Builder Hub page.
Next, navigate to the 'Standard Reports' tab. From there, scroll through the list of templates and open 'Data Forms Completed.'
Filtering By Template Name
- To filter by a specific data form template used, click on 'three-line icon' in the column header for 'Template Name.'
- In the new window that appears, click the 'filter icon' and click 'Select All' to deselect/clear out all of the current filtering for this column.
- Scroll through your list of active Data Form Templates and click on the 'checkbox icon' next to the template you would like to filter for. Your report will apply your changes automatically.
Adding Columns for Answer Choice Data
Once that filter is applied, go to the Columns menu on the far right and then expand the 'Data Forms' datatype. In the list of columns, scroll down further and you will begin to see a list of Data Form Templates. Check off the name of the data form template you filtered by to display all answer choices for this rubric as added columns in your report.
NOTE: Any Observations/Self Assessments completed with a Data Form Template will also have their data display in the 'Observations' data type list.
Saving Your Report
You can then save this report for later use by clicking 'Save' in the top, right-hand corner. This report, along with all of its filtering and adjustments, will appear under your Saved Reports in Report Builder.
To export a CSV file of the report, click 'Export.'