The Form Details Report exports form configuration details into an Excel workbook. It is useful for reviewing form settings, structure, sections, and questions across one or more forms.
⚙️ How it works
Go to Reporting.
Open the Forms tab.
In the Report dropdown, select Form Details.
Optionally choose Accounts, Forms, Form Status, Categories, and Tags.
Click Generate to export the report.
✅ Benefits
Review form setup in one place without opening each form individually.
Compare form structure across multiple forms using one workbook.
Audit settings and content for compliance, documentation, or cleanup work.
See both summary and per-form detail in the same export.
⚙️ Filters and export structure
Accounts is available for umbrella accounts.
Forms limits the report to selected forms.
Form Status filters forms by status.
Categories limits the report to selected categories.
Tags limits the report to tagged forms.
The workbook includes:
A Forms worksheet with one row per form.
One additional worksheet per included form with section and question details.
The main Forms worksheet exports these fields:
Form ID
Form Title
Form Status
Form Description
Require Signature
Require Approval
Require Subject
Expirations Enabled
Allows Attachments
Allows Anonymous Responses
Allows External Responses
Sections Count
Questions Count
Responses Count
Created At
Updated At
Form Type
Per-form worksheets include structural fields such as:
Section Title
Section Content
Section Show in Export
Question Title
Question Type
Answer Options
Question Required
Question Comments
Question Attachments
💡 Best practices
Run the report after major form updates so you have an audit trail of current structure.
Use status and category filters to keep the workbook focused.
Review both the summary worksheet and per-form worksheets when checking configuration completeness.
Use the report when comparing how similar forms are built across teams or programs.
❓ FAQs
What does each row on the Forms worksheet represent?
Each row represents one form.
Why are there multiple worksheets in the export?
The workbook includes a summary worksheet plus one worksheet per included form for structural detail.
Does this report include response data?
No. This report is for form configuration and structure, not submitted answers.
Why might Responses Count differ by user?
On restricted forms, users without full access may only see counts for responses they are allowed to view.
Does this report include document-type forms?
Yes. Document-type forms are included, but their structural worksheet content differs from custom forms.
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