Report forms are how you configure what each team member reports on daily. Each user gets a personalized form with specific data fields, custom questions, and optional targets.

What is a report form?

A report form is a per-user configuration that defines:

• Which data fields the user reports on
• The question they see for each field (customizable per user)
• Daily and weekly targets for each field (optional)
• The order in which fields appear

When a user opens their "Fill in Form" page, they see only the fields configured for them.

Configuring a user's form

1. Navigate to Data > Forms
2. You'll see a list of all team members
3. Click Configure fields next to the user you want to set up

Adding fields

In the configuration view, you can add fields to the user's form:

1. Click Add field
2. Select a data field from the dropdown
3. Enter a question -- this is the prompt the user sees (e.g., "How many outbound calls did you make today?")
4. Optionally set a weekly target (numeric goal)
5. Repeat for each field you want the user to report on

Reordering fields

Drag fields to change the order they appear in the user's form. Put the most important or frequently-used fields first.

Removing fields

Remove a field from a user's form by clicking the delete button on that field row. This doesn't delete the data field itself -- it just removes it from this user's report form.

Field properties

Tip: Write questions that are specific and easy to answer. Instead of just "Calls", try "How many outbound calls did you complete today?" This reduces ambiguity and improves data quality.

Active vs. inactive users

The Forms page shows both active and inactive team members:

• Active users -- can have their forms configured, and will see the "Fill in Form" page when they log in
• Inactive users -- appear greyed out and cannot have their forms configured. Their historical submissions are preserved.

You can filter the list to show only active users.

How forms relate to submissions

Once a user's form is configured:

1. The user logs in and sees Fill in Form as their home page
2. They enter values for each assigned field
3. They submit, creating a report submission for that day
4. The submission records the user, date, timezone, and all field values

Admins can view all submissions under Data > Submissions. See Report Submissions for details.

Best practices

• Keep it focused -- only assign fields that the user actually influences. A salesperson doesn't need to report on content metrics.
• Set realistic targets -- targets should be challenging but achievable. Review and adjust them regularly based on actual performance.
• Use clear questions -- the question is what the user reads every day. Make it unambiguous.
• Review periodically -- as your process evolves, update forms to reflect current priorities.