Mobile Form Reports

Easily generate mini-form reports directly from the mobile app. These reports let you see info from multiple forms or repeated sections altogether. You can also make bulk changes quickly, which saves you time.

In cases where a user needs to update a form multiple times a day for batches of items, mobile form reports can be helpful. For instance, a bakery may have a form to track pie temperatures as they come out of the oven throughout the day. Instead of manually updating each instance, bulk editing can be done using mobile form reports to specify the times when various food items were removed from the oven.

Note: Form reports are designed to be viewed on a tablet rather than a mobile device

Creating a form report

Log in to the Tablet App
Go to the Menu
Go to Saved Forms
Click the Clipboard icon
Click the Green plus button to add a new report
Click Select form
Choose the form you want to make into a report

Select questions to add to your Form Report (up to 6 questions)

Click Next to generate the report

Save

Click on the Report to view it

Viewing a Form Report

Log in to the Mobile App
Go to Saved Forms

Click the Clipboard icon

Select the report you want to view from the list of mobile form reports (If no reports are shown, you'll need to create one first!)

To edit an individual form/section, click on the pencil icon on the right and the form will open for you to edit

Deleting a form report

To delete the Form Report simply open the report and press the trash can icon in the top right corner, then press yes from the prompt.

Once you click yes, it will ask you to select your name & add your pin number, this is because you need either Admin, Manager or Tablet Manager access to delete a Form Report.

4. Making bulk changes

Open your Form report

Select the rows you would like to change

Press the bulk edit x records button

Select the answer to edit

Enter the new value and save

Select the user and enter the pin to sign