Auto Report gives users the ability to create an instant report based on their Form. The Auto Report will display all data captured on the record including Sub Forms. These reports can then be exported from the Completed Records. Additionally, the Auto Report will be usable in Report Notifications as a PDF attachment.
To generate an Auto Report, simply visit the Form Dashboard of the Form and click the Auto Report button.
Once generated, users can continue to edit their Form, and after each edit, the Auto Report button will state that an update is available.
To update the Auto Report to bring through your changes, simply click the Auto Report button again and the report will update, and the button will change back.
To simply view the Auto Report, open the Completed Records option from the Form Dashboard and select the Report icon from the left-hand column in the table.
The Auto Report will then open and options to export and print will be available.
