Inform Reports: Adding a Report from a different event INTO an event form

You can select to add in charts and reports using fields from other forms into your event forms. It is an easy way to see the results for a specified field and a specified time period without having to leave your data entry form. It is particularly useful for medical screening forms through to medical profile forms and fields that reference other fields from a different event form.

To enable reports to show in a different form (as shown in the image here) from other event fields follow the instructions below:

To enable reports to show in a different form (as shown in the image here) from other event fields follow the instructions below:

To add in a report (in a table format) that pulls through data from any other form on the system click on the Report button

To add in a report (in a table format) that pulls through data from any other form on the system click on the Report button

A report field will be added to the Form Overview. Name the Report field. Because you are not entering in any data, you do not have a description field to enter.

A report field will be added to the Form Overview. Name the Report field. Because you are not entering in any data, you do not have a description field to enter.

Name the Report Field. In this example we are going to pull through Daily Monitoring data through from the Daily Monitoring Form into the Anthropometry Form.

Click on the Event drop down and select the Event form that you want to pull the data from. For this example we need to select the Daily Monitor Event

Click on the Event drop down and select the Event form that you want to pull the data from. For this example we need to select the Daily Monitor Event

Tick the fields that you want to show in the form. The fields will appear as column headings and show in the Form overview on the Left of the page

Tick the fields that you want to show in the form. The fields will appear as column headings and show in the Form overview on the Left of the page

Only tick the fields from the form that are important because the Report field grows wider with each field (column) that is ticked.

Only tick the fields from the form that are important because the Report field grows wider with each field (column) that is ticked.

Set up any Filters to ensure you only see the data that you need to view.

Set up any Filters to ensure you only see the data that you need to view.

For the example here we have added a filter, so ONLY entries where Stress is equal to Very High OR High will actually be pulled through to this report in this form.

Date Criteria: Set up any date ranges or specific periods you want see the data for

Date Criteria: Set up any date ranges or specific periods you want see the data for

For this example, we only want to see the 4 most recent results that are high or very high stress.

Set any Visibility settings to show or hide the field based on preselected questions

Set any Visibility settings to show or hide the field based on preselected questions

For the example here we have selected to only show this report field, if the users select sum 8 for Skinfold measures question. The example in the step below, shows that the report is hidden unless sum 8 is selected.

The report field is hidden if the correct fields are not selected.

The report field is hidden if the correct fields are not selected.

The report appears in the form and pulls through the daily monitoring data. It only shows the data that where stress is High or Very High and form the records for the last year (based on our filters and date ranges).

The report appears in the form and pulls through the daily monitoring data. It only shows the data that where stress is High or Very High and form the records for the last year (based on our filters and date ranges).

An excellent example of the use of Inform Reports is for medical screening forms. You can see here that instead of adding in duplicates fields to track medications prescribed, or supplements, they are used to pull through the actual data from the event forms, and additional data can be added

An excellent example of the use of Inform Reports is for medical screening forms. You can see here that instead of adding in duplicates fields to track medications prescribed, or supplements, they are used to pull through the actual data from the event forms, and additional data can be added

The best component about inform reports, is that if a user doesn't have access to a certain type of data, it won't show in the form, but the form will still load and the user will be able to enter in any data that they have access to.

You can also specify to hide who entered the data and who it is entered by, using that field's Advanced Properties

You can also specify to hide who entered the data and who it is entered by, using that field's Advanced Properties

Go to the Advanced Properties for that field and set the show 'about' column? and  Show 'by' column? to no

Go to the Advanced Properties for that field and set the show 'about' column? and  Show 'by' column? to no

The image shows that the about and by columns now do not appear

The image shows that the about and by columns now do not appear

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