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.
If your primary reporting need is related to the answers to Forms Questions, follow the steps in this article to set up automated reporting. It is also possible to access Forms Results on-demand
1. In the RevTrak Portal, click Form Builder from the left-hand navigation. Search for your Form using the available filters. Select the Form Setttings button (gears icon) for the Form you searched for on the right-hand side of the window.
2. Scroll down the Form Settings pane. Select a Report Frequency. Daily reports will be emailed every day. Weekly reports will be emailed once a week on Monday. Monthly reports will be emailed once a month on the first day of the next month. Reports will only be sent between the Visibility Dates of the Form.
3. Add Email addresses one at a time by clicking the '+ Add Email(s)' button. Emails will be added to the Email Report List. Automated reports only send Completed and Paid submissions by default. If you would like to see partial and unpaid submissions, you can deselect the 'Paid Submissions Only' toggle. Click Update.
4. Recipients will receive emails from RevTrak Forms according to the selected Report Frequency. When the automated Submission Report arrives, it will include a link to download a .csv report. The report will summarize all submissions the form has received.