RevTrak Forms collecting payments leverage Web Store Inventory Items. If your primary reporting need is related to payments, we recommend using the RevTrak Portal's payment reporting capabilities. To learn more about Payment Reports, watch our Reports Overview video.
Submission Reports can also be scheduled to send emails to selected recipients on a desired frequency.
If your primary reporting need is related to the answers to Forms Questions on-demand, follow these steps:
1. In the RevTrak Portal, click Reports from the left-hand navigation. Search for Forms Report using the Report Name search bar, or simply scroll down. Select Forms Report. The Forms Report selection page will open in a new browser tab.
2. Select the Form you would like to see Submission Results for from the Select a Form list (typing the name of your Form in the dropdown will quickly jump you to selections based on what you typed). Choose Start and End Dates for your results. Submissions outside those dates will be omitted. Forms Report defaults to only showing Paid Submissions. If you would like to see Unpaid Submissions, change this value to 'No'. Click Run. A CSV file with all applicable submissions will download.