Reporting For Forms and Submissions

Have valuable data about your forms and submissions at your fingertips! Do Some Good provides you with detailed reports to inform decision-making and keep your senior leaders updated.

Quick Links:

• Reports Overview
• Universal Reports
• Reports By Individual Form or Submission
• Report Versions
• Custom Reports

Reports Overview

To view reports for your forms and submissions, head to the "Forms / Story Generator" page in your left-hand navigation and click on the "Reports tab".

This tab contains universal reports supplied by Do Some Good as well as report for every one of your active or ended forms. 

Like all reports in Do Some Good, the default time range is either the past 1 year, or, if you have set your fiscal year, the default date range will be the current fiscal year to date.

Your reports can be downloaded as a comma separated value (CSV) file. These files can be opened by any spreadsheet program where you can further analyze and evaluate the data you have collected. 

Universal Reports

Approved Submission Summary

This report will give you a snapshot of how much money has been approved and/or paid out through all of your programs. It will list every submission, which organization (if applicable), the original request amount, and the approved amount broken down by monetary and in-kind values. 

This report is perfect for keeping an eye on overall budgets or total giving per organization across all of your programs. 

Form Activity Summary

This report will give you the exact same dashboard information as your "Forms" tab with a summary of the submission counts, approvals, and amounts. The only difference from the "Forms" page is that you can select and date range you wish. 

Only forms with active submissions in the date range will be included in the report. 

Reports By Individual Form or Submission

Every published form belonging to your business, whether it is actively accepting submissions or if it is closed and ended, will have a corresponding report available on your 'Reports' tab. 

If a report is Archived, the report(s) created for that form will be removed from the 'Report' tab and all data for submissions to that form will be removed from dashboards and summaries. To view data for an archived form, use the filter on your "Forms" tab to search for archived forms, and then click the 'Manage' button next to the form.

What Is Included in Your Report

Do Some Good system fields will make up the first several columns in every report:

• ID: The unique system id for the submission.
• Submitted: The date and time the submission was made. 
• State: The current state of the submission (in review, approved, declined, etc).
• Submitter: The Do Some Good user account used to submit the form. 

The remainder of the report is made up of data from your form submission. Every field that has the 'Include in Reports' property set in Form Builder will be a column in your report. The columns will be in the same order as they appear on your form. You have have the option in Form Builder to set the column name in the report, otherwise the column name will be the question/label for the field. The majority of fields in the Form Builder have the 'Include in Reports' property set by default. 

Fields Requiring Confirmation

Fields that have the 'Requires confirmation on state change' are often monetary 'Tally' fields as well. These monetary fields are handled with special care during the approval workflow by your team and correspondingly, there is special handling in our reports as well. 

Each 'Requires confirmation on state change' field can optionally be updated by your review team. Because of this, we represent each of these fields with TWO columns in your form's report:

• The first column contains the value of the original submitted amount.
• The second column contains the value of the current amount (updated by an admin) and will have the words 'Confirmed Value' in the column header.
• If the original value was never updated, the original submitted amount will appear in the 'Confirmed Value' column. 

Report Versions

When your form is first published, a brand new report is generated for your form. Every time you make an edit that would change the format of a report, a new version is generated. The kinds of things that will cause a new report to be generated are:

• Removing a field that is included in a report or removing the 'Include in reports' property from a field. 
• Adding a new field to your form.
• Changing the column name for reports in the properties for a field, or if the column name has not been set, changing the label for the form field.

The types of things that will NOT cause a new report to be generated are:  

• Changing text, images or design elements.
• Making changes to or adding / deleting fields that do not have the 'Include in reports' property selected. 
• Changing the multiple choice or selection options available in a particular field. 

When a new version of a report is generated, the card on the 'Reports' tab is updated with a dropdown list to indicate the newest version number for the report. 

If you click anywhere in the form name, you always run the most recent version of the form. You can however select the dropdown list and run an earlier version. This is useful if you have removed a value from your report. The only way to view that field from legacy submissions will be to run an older version of the report. 

When the report is run, it will show the date stamp of when the version of the report was created. If a report is showing a column for a field that did not exist on a legacy submission, the value will be blank.

Why Is My Report Version Not The Same As The Number of Edits I Have Made? 

You may notice, if you are making many edits to a form that the report version does not increment each time you save a new form version. That is because, after a report is updated, it only needs to be kept permanently when a submission is received. So, if you are on version 1 of your report, you make 100 edits to your form you will still be on version 2 of your report as long as you do not get a submission during that time. As soon as you get a submission, version 2 must be kept forever and your next form edit will cause version 3 of your report to be created. 

Custom Reports

Do Some Good can create custom reports for you if you have specific needs. Just email us at info@dosomegood.ca, but note that custom support costs would apply.