What to do When You Don’t Have a Report for That

Online forms

Enlisting the help of the IT department to help with reports is far from ideal. Fortunately, you no longer have to.

Generating informative reports used to be a daunting task. Not only did the person responsible for the report have to gather data and confirm its accuracy, they often had to deal with a lot of back-and-forth with the IT department, because it was programmers who knew how to make raw data understandable.

Add in a couple of revision and editing cycles, complete with input from the IT department, and creating a simple report was far from a simple process. But with the advent of online forms has come online reports that can be created from them. With an increasing number of businesses of all sizes using online forms and workflows, the inclusion of powerful reporting tools has quickly become an indispensable feature of form and workflow software.

The Beauty of Drag and Drop

Dragging and dropping items using a mouse is as ingrained in most people’s computer skill repertoire as the classic double-click. As online forms software has evolved to allow drag-and-drop convenience for creating forms and workflows, organizations have been able to do far more without having to pull IT workers off their own tasks.

Imagine using a drag-and-drop interface to Create Online Forms, and then being able to use that same drag-and-drop convenience to create reports from the data those online forms collect. The right online forms software will have functionality allowing you to create online reports too, without having to hire a programmer or climb a steep learning curve.

Features to Insist Upon for Creating Online Reports

You expect flawless functionality from your online forms and workflows, and you should expect no less from the process of creating online reports. Ideally, you should be able to use reporting tools to tap into a data source that has been created by an online form. Suppose you have used an online form for e-commerce orders and would like a report showing where you’re sending the most orders. With the right reporting tools, you can connect to, for example, a zip code field in the online order form and create informative charts and lists that accurately and clearly report where orders are strongest.

Online forms

Reporting tools should serve your needs, and not the other way around.

Suppose then that you want a similar report, but eliminating deliveries to your local zip code. Your online reports software should allow you to add filters to the data you use so you can only report on the data in which you’re most interested. And if you want to use more than one data source to create online reports, you should be able to without difficulty.

How Excellent Reporting Improves Workflows

Reports aren’t just for placing on the director’s desk and forgetting. Reports can be remarkably informative, helping you find places in workflows that are problematic (so you can fix them), and helping you better understand business trends. Maybe a report shows an increasing number of orders coming in from places with high Latino populations. This could prompt you to make customer service changes, such as adding more bi-lingual phone agents and having online help and FAQ pages translated into Spanish. When your reports help you spot trends early, you can make the most of them and gain an edge over the competition.

PerfectForms is form and workflow management software designed to allow non-technical users to create online forms, online workflows, and online reports without having to program. With its powerful and intuitive drag-and-drop interface, PerfectForms makes it easy to create custom forms and workflows, and then easily gather data from them to create informative, attractive, customized online reports.

Many organizations capture large amounts of online data through their forms and workflows, yet they don’t bother analyzing that data and putting it to work to yield business insights. Reporting tools let organizations take those extra steps, gaining insights their competitors don’t have, and documenting every possible aspect of the data from a form or workflow.

If you would like to see how powerful and intuitive PerfectForms’ reporting features are, we encourage you to watch some of our training videos, including our Reporting video, which gives you an overview of reporting capabilities and how you can use them to create a wide range of charts, graphs, tables, and cross-tabulations.

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