The Form Summaries report generates PDF summaries of completed form responses for the people and forms you select, then packages those files into a ZIP download. It is designed for reviewing submitted form content over a selected time period in a format that is easy to save, share, or print.
⚙️ How it works
Go to Reporting.
Open Form Reports.
In Report, select Form Summaries.
Choose a Date Range.
Optionally filter by Forms, Categories, Tags, Users, Groups, and, when enabled for your account, Pathways and Pathway Steps.
If you manage an umbrella account, you can also filter by Accounts.
Enter a Report Name, then click Generate Report.
Equip generates the report and sends an email when it is ready.
✅ Benefits
Review completed submissions in PDF format so form responses are easier to share, archive, and print.
Focus on the right people and forms with filters for date range, users, groups, tags, categories, and form selection.
Keep files organized with a ZIP download that groups PDFs by person.
Support pathway-based workflows by including pathway details when the form is tied to a pathway step.
⚙️ Customization and options
Date Range limits the completed responses included in each summary.
Forms lets you include one form, several forms, or all available forms.
Categories, Tags, Users, and Groups narrow the people and forms included in the report.
Pathways and Pathway Steps are available when the pathway feature is enabled for your account.
Accounts is available for umbrella accounts that need to report across sub-accounts.
Report Name lets you save the report with a custom title.
💡 Best practices
Use a clear Report Name that includes the date range or program name so the export is easier to identify later.
Apply filters before generating the report to avoid large ZIP files with more PDFs than you need.
Use a tighter Date Range when you only need recent submissions or a specific reporting period.
If you are reviewing pathway-related form activity, include Pathways or Pathway Steps when those filters are available.
❓ FAQs
What does the Form Summaries report include?
The report creates a separate PDF for each matching person and form combination. Each PDF includes the form title, the person’s name, the selected date range, each completed response date, the author of the response, and the questions and answers captured in the submission.
What file type do I receive?
The Form Summaries report is delivered as a ZIP file that contains PDF summaries.
Why do some forms not appear in the filter list?
The list only shows forms your role can access. Restricted forms may only appear if your role has permission to view them or if you submitted responses to that form.
Will forms with no matching completed responses be included?
No. PDFs are only created when there are completed responses for the selected person, form, and date range.
Can I run this report across multiple accounts?
If you manage an umbrella account and have the right access, you can use the Accounts filter to include one or more sub-accounts.
Related Articles
Form Responses Report
Form Details Report
Reporting overview