Hello @Jenn-ASAE,
Good news: There is now a public beta under Settings → Product updates → Build Custom Reports on Form Submissions.
Once you build a report on form submissions, you can easily export the report raw data (directly from the report builder) on a weekly basis. Let me know if you need any additional instructions here.
(No third party tools needed.)
Build Custom Reports on Form Submissions
What is it?
We are excited to announce the Public beta for supporting form submissions as a data source in the Custom Report Builder.
Why does it matter?
You can now build a variety of reports based on form submissions to understand how your forms are performing, slice and dice form submissions data and much more.
How does it work?
- Under custom report builder, select “Forms”, “Form Submissions” and “Form Analytics” as the data sources. Also select other required data sources such as Contacts, Companies etc.
- Using the various data sources selected, pull the required fields.
- Apply the necessary filters
- Choose the appropriate chart types for your report.
- Break down the selected data as required.
- Now, you should see the report populated
- You can also add the reports your dashboards.
Below are some of the reports that you can build:
Form submissions count over time
- X-axis : Submitted on
- Y-axis : Count of form submissions
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
Form submissions count for a form over time
- X-axis : Submitted on
- Y-axis : Count of form submissions
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- Filter by: Name(Form Name)
Form submissions count grouped by forms over time
- X-axis : Submitted on
- Y-axis : Count of form submissions
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- Break down by : Name (Form name)
Form submissions count for a form by page over time
- X-axis : Page title
- Y-axis : Count of form submissions
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- Break down by : Page title
- Filter by : Name(Form name)
Form submissions count by source
- X-axis : Visit Source
- Y-axis : Count of form submissions
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- Break down by : Visit Source
Form submissions count with specific submission value for a property
- X-axis : Property of choice (Example: Favorite Coffee)
- Y-axis : Count of form submissions
- Break down by : Property of choice (Example: Favorite Coffee)
- Data Sources to Select:Form Submissions(Primary), Contacts
- Properties to select:
Form submissions count by new contacts vs existing contacts across forms
- X-axis : Name (Form Name)
- Y-axis : Count of form submissions
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- Break down by : Visitor Type
Count of Contacts created by form
- X-axis : Name (Form Name)
- Y-axis : Count of Contacts
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
Submissions from contacts with specific life cycle stage
- X-axis : Lifecycle stage
- Y-axis : Distinct Count of Email
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- Breakdown by : Lifecycle stage
Conversion rate for forms over time
- X-axis : Occurred Date
- Y-axis : Form Conversion Rate
- Data Sources to Select: Form Analytics(Primary), Forms
- Properties to select:
Form submissions Count by Brand
- X-axis : Brands (from Contacts data source)
- Y-axis : Count of form submissions
- Data Sources to Select: Form Submissions, Forms
- Properties to select:
Form submissions Count by Campaign
- X-axis : Marketing Campaign (from Forms data source)
- Y-axis : Count of form submissions
- Data Sources to Select: Form Submissions, Forms
- Properties to select:
- Break down by: Submitted on (from Form Submissions data source)
Who gets it?
Content Pro, Content Enterprise, Marketing Pro, Marketing Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise
Have a great day!