You can watch the video demonstrating how to create the report or follow the written steps below.
You can report on attachments which have been uploaded to a form using the Attachments section, by creating a new Report using the Form Allocation and Completion Summary data source.
Navigate to the Reports area via the Menu.
Click on New Report.
You will be taken through a 5-step wizard.
Step 1 - Data Source
Click the radio button to the left of the Form Allocation & Completion Summary report data source then click Next.
Step 2 - Select Parameters
The options available here will be dependent on the Administrator's own reporting scope. If the Administrator creating the new report has All Organisations reporting scope then they will have the highest control over what options they set in the Parameters. Leaving the Report on setting as All Organisation and the Organisation Unit List as All Units will return the most results when the report is run, but will be dependent on the User's own reporting scope.
Refine the results to a specific audience by selecting from the Report on and Organisation Unit dropdown menus. See the Reporting Scopes and System Roles guide for guidance on which option to select from the Report on section.
From the Person Status dropdown menu select All to include both archived and active Users or restrict to only Archived or Active Users.
Click Next.
Step 3 - Field Selection
Choose the fields you wish to include in your report from the Available Fields on the left and adding them to the Report Fields box on the right. Add fields to the Group By box if you wish to view your results grouped by a specific field.
Add the Form Document Link field to be able to download the attachments from the report.
Click Next.
Step 4 - Filter and Sorting
Apply your filters and specify any sorting priority.
The second filter we would recommend is Form Document Link pre-defined to Not Equal To (Where dropdown) and a - entered in the Filter Value field. This filters out any results where a form does not contain an attachment.
You may wish to add further filters if you want to be able to search by a specific Form name or user or Completion Status to only view forms who have gone through the complete workflow. Please see the guide Report Filters overview for further guidance with regards to applying filters to your report.
When you have applied your filters and sorting priority, click Next.
Step 5 - Save Report
On the final step, Name your Form and provide a Description to describe the output of the report for your Users.
Decide whether to Add to favourites and/or to Share with other users.
You can now choose whether to run the report or create a scheduled email.
Click on Finish to continue to the next action as selected in the What to do next section.
Downloading Attachments
Once the report has run, any Forms with attachments will be listed in the results preview section with a link to the attachment in the Form Document Link column.
Click on the link to download the attachment.
