What is the Form Links Report?
The Form Links Report provides administrators with a structured Excel file that includes personal form links for selected users or groups. This report helps streamline access to forms by allowing admins to easily retrieve and share links.
📍 Where to Find It:
Navigate to Reporting in the Equip menu.
Select Forms from the available options in the list under Reporting
Choose Form Links to generate the report.
Report Structure & Columns
The Form Links Report includes the following information in separate columns within the Excel file:
User Name – The name of the user assigned to the form
Form Title – The name of the form
Form Description – A brief description of the form
Link – The personal link to the form for each user
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.)
Users – Select specific users to generate personal form links for. (If left blank, all users are included.)
Groups – Select user groups to generate personal form links for. (If left blank, all groups are included.)
Once selections are made, click Generate Report to export the data.
Why Use the Form Links Report?
🔗 Easy Access to Forms – Quickly retrieve and share personal form links for users.
📁 Organized Excel Export – Each selected form appears in a separate tab, making navigation simple.
👥 User-Specific Links – Generate and distribute links tailored to individual users or groups.
📊 Flexible Filtering – Customize reports to focus on specific forms, categories, users, or groups.
By using the Form Links Report, administrators can efficiently distribute forms and track access within Equip.