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Reports

Trisk allows users to generate reports from Forms and Surveys, compiling responses into a structured format for review, auditing, and analysis. Reports help businesses track key data, streamline processes, and maintain organized records.

Creating a Report​

To generate a new report:

  1. Navigate to Main Menu > Reports

If you have previously created reports, they will be listed in this section for quick access.

  1. Click the Create Report button to configure your report parameters.

Reports

Report Configuration​

The report setup screen consists of two sections:

  • Report Data View (Left Side): Displays the structured report once generated, including responses and uploaded attachments.
  • Report Configuration (Right Side): Allows users to define report parameters before generating.

Reports

Configuration Options​

  1. Report Name: Assign a custom name for easy identification.
  2. Select Form: Choose the specific Form or Survey and version you want to generate a report for. Only those with submitted responses will be available.
  3. Select Workflows: The chosen form may be used across multiple workflows. By default, data from all workflows will be included. Use the dropdown to filter by a specific workflow if needed.

Reports

  1. Select Owners: Narrow down results by selecting specific workflow owners.
  2. Select Assignees: Filter the report by specific assignees who completed the form.
  3. Launched At / Completed On: Set a date range to filter form submissions by their start or completion dates.

Click Save & Generate to create the report.

Reports

Understanding the Report Data​

Reports

Once generated, the report presents structured data based on the selected form or survey. The report includes:

  • Questions and Responses: Displays all submitted answers.
  • Assignee and Workflow Details: Identifies the form owner and associated workflow.
  • Attachments: Any uploaded files linked to responses appear as clickable links.
    • File Preview: Some formats, such as PDFs, can be previewed directly within the platform.
    • Download Option: If a file cannot be previewed, a download link will be provided.

Reports remain accessible in Main Menu > Reports, so downloading them is optional.

Downloading Reports​

If needed, users can export reports in CSV or Excel format.

  1. Click the Download button.
  2. Select the desired file format.
  3. If attachments are included, they will be stored in a separate folder inside the ZIP archive.

Reports

Updating Reports​

If data has changed since a report was created, a message will indicate: "You are viewing the old report." Users can:

  • View Updated Report – Refresh the report with the latest data.
  • Update Version – Replace the old report with new data.
  • Save as New Version – Preserve the existing report while saving a new version.

This feature ensures reports remain up to date while maintaining historical records.

Reports