Form & Answer Analysis

Use the Analysis Dashboard to track trends based on Completed Forms, Answers and Hazards

Feature Alert: This feature is available for Professional & Multi-Site Packs. For more information check out our pricing page.

Completed Forms Analysis:

From the Dashboard you can access the Completed Forms Analysis by selecting Analysis. This offers a multitude of different options and filters to give you the exact view you want.

1. Date Picker		Select the time frame you want to view the data for
2. Form or Chart		Select the output you are after, a chart (graph) or a table of data
3. Time Frame		Refine the time frame to display data from by either month, week or day
4. Form Picker		Pick the the type of form data to display from options Form Category, Form Name or Form Type
5. Chart Format		Choose the style of chart that best represents the data - Column, Curve or Line
6. Form Filter		Dropdown will show the different types, categories and forms to refine your results further
7. Legend		Dynamic legend that will update depending on the data being returned

Example: Showing the trend of staff incident/sickness forms:

Select Chart type
Select Month view
Pick Form Category
Select Curve for chart type
Filter by Incident/Sickness Form Category

Answer Analysis

This works in much the same way as the Completed Forms view and is just underneath the Completed Forms Analysis. This view will allow you to map and track based on form answers, question types and the various forms you may use:

1. Question Selector	Select a general question type to show data for, this will collate across all form types/categories
2. Form Selector	Select a specific form to return data
3. Question Selector	Select which question in the selected form to show. Required if 'Form Selector' is being used
4. Date Picker	Select the time frame you want to view the data for
5. Time Frame	Refine the time frame to display data from by either month, week or day
6. Form Picker	Pick the the type of form data to display from options Form Category, Form Name or Form Type
7. Chart Type	Choose the style of chart that best represents the data - Column, Curve or Line
8. Form Filter	Dropdown will show the different types, categories and forms to refine your results further
9. Legend	Dynamic legend that will update depending on the data being returned

Example: To show the number of deliveries received by each supplier:

Select Chart type
Select Receiving a delivery form
Pick Supplier name from the question list
Select last 12 months for time frame
Select Month view
Select Text Answer

Note: Completed Forms will show all forms that have been completed (i.e. not drafts). Answer analysis will include answers from all forms (both completed and draft forms).

Analysis Drill Down Reporting

Deep dive into your data even further using the drill-down button. This Drill Down button will appear once you have set up your graph and have selected a filter to view. You can create an endless amount of reports and export each report to a CSV or take a screenshot to save the image.

For Example: You may want to investigate how often a certain supplier is sending them damaged or bad goods:

Use the Answer Analysis Graph, then:

1. Choose the Receiving a Delivery form

2. Choose the answer type 'Supplier'

3. Filter to select the Supplier(s) you want to view

4. Click on 'Drill Down' button.

5. Select the question E.G. - 'Were the goods ok' and further drill down for a deep dive.

6. You can then export this report by clicking the download icon or taking a screenshot to send the image to your team.