In the submission list of a form, you can access the DASHBOARD VIEW tab. This displays:
- Total and net revenue collected through the form
- Outstanding balance
- Discount codes used
- Submission data
To access the dashboard view of a submission list
- Navigate to Forms > Form List.
Select the hyperlinked number underneath the Submissions column that corresponds to your form.
On the Submission List page, select DASHBOARD VIEW.
Revenue Snapshot
In this section you can view:
- Net Revenue: The total revenue generated for the form, after discount codes have been applied.
- Total Revenue: The total revenue generated for the form, prior to any discount codes applied to the form.
- Balance Outstanding: The total balance that remains unpaid for all submissions of the form.
Select REFRESH DATA to update the information displayed. Select VIEW OUTSTANDING to navigate back to your submission list. Select the Unpaid checkbox to pull up a list of form-takers with outstanding balances.
Discounts
In this section, you can view the total amount of all discount codes applied to the form. Select VIEW CODES to see which codes were used — you can view which CODE was used, how many times the code was USED, and the dollar AMOUNT the code was used to discount. Select the green hyperlinked number under the USED column to view which form-taker(s) used that discount code.
Member Types
The pie chart displays a breakdown of registrations based on member type. Hover over each slice of the pie chart to view a breakdown of how many form-takers of that member type took the form.
Form selections
This area displays each selection set on your form, and their respective form section. Select the green hyperlinked number to view a list of each form-taker that made that selection. Select PRINT to print out this data or to save it as a PDF.