Submission List Reporting Dashboard

The Submission List Reporting Dashboard allows you to easily view a summary report of information for your forms.

Accessing the Report

To access your Submission List Reporting Dashboard, navigate to the Submission List of any existing form. From there, you will want to click into the "Dashboard View" Tab:

Financial Summary

Revenue Snapshot

Net Revenue - The total revenue generated for the form, after discounts. 

Total Revenue - The total revenue generated for the form, prior to any discounts. 

Balance Outstanding - The total balance that remains unpaid for all submissions of the form. 

View Outstanding - Next to the Balance Outstanding field is a button which allows you to view the list of the outstanding invoices for that form. 

Discount Codes

In this section, you can see the total dollar amount of all discount codes used on the form (if applicable). 

To view the breakdown of each discount code to see the amount of times a code was used, and  the total discounted for each one, you can click the "View Codes" button

Additionally, you are able to click into the amount of times a coupon code was used to see the list of people who used that particular code on your form.

Member Types Summary

The Member Types summary pie chart shows a breakdown of your submission based on Member Type. To see the exact number and percentage of submission for each Member Type, you can simply hover over that piece of the graph:

Selection Set Summary

On the right side of the screen is the summary of all selection sets within your form. Here you will see the number of times a selection has been made. Additionally, each of the numbers listed for each selection option is a link that will take you to the list of who made that particular selection

Exporting to PDF

You are able to export all of the data on the page by clicking the "Export/Print" button at the top right of the screen