What is the Form Details Report?
The Form Details Report allows administrators to pull a comprehensive Excel file containing all the behind-the-scenes details of a form. This includes form settings, toggle options, sections, questions, and answer choices, making it an essential tool for reviewing form structures, configurations, and details.
📍 Where to Find It:
Navigate to Reporting in the Equip menu.
Select Forms from the available options in the list under Reporting
Choose Form Details to generate the report.
How Does the Form Details Report Work?
Administrators can filter their report by selecting specific forms or form categories to include. The generated Excel file will contain multiple tabs—one for each selected form—detailing the settings, sections, and questions configured within Equip.
Report Structure & Columns
The Form Details Report includes the following information in separate columns within the Excel file:
Form Title – Name of the form
Form Description – Description of the form
Require Signature – Whether a signature is required
Require Subject – Whether a subject is required
Expirations Enabled – If expiration settings are turned on
Allow Attachments – If attachments can be added
Allow Anonymous Responses – If anonymous submissions are permitted
Section Title – Title of each section within the form
Section Content – Description or instructions for the section
Section Show in Export – Whether the section is included in exports
Question Title – The text of each question
Question Type – The type of response required (e.g., multiple choice, short answer)
Answer Options – Available answer choices (if applicable)
Question Required – Whether the question is mandatory
Question Allow Comments – If respondents can add comments to their answers
Question Allow Attachments – If file uploads are enabled for the question
Filtering the Report
Before exporting the report, you can refine the data using optional dropdown menus:
Forms – Select specific forms to include. Each selected form appears as a separate tab in the Excel file. (If left blank, all forms are included.)
Categories – Choose a form category (e.g., Academic) to report on multiple forms within that category. (If left blank, all categories are included.)
Once selections are made, click Generate Report to export the data.
Why Use the Form Details Report?
📊 Comprehensive Form Review – Easily review all form settings, sections, and question structures in one place.
📁 Excel Export for Organization – Keep a record of form configurations for audits, updates, or compliance tracking.
🔍 Simplifies Form Management – Compare multiple forms side by side, ensuring consistency and completeness.
By using the Form Details Report, administrators can efficiently analyze, document, and refine their forms within Equip.