Reports For Web Forms
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Written by Ionia
Updated over a week ago

Reports for web forms are a powerful and versatile tool that can help businesses gain insight into their data and provide valuable information for decision-making. With a web form, businesses can collect and process data from different sources and utilize reporting tools to analyze and report on the information collected.

Whether you're looking for customer feedback, website registration, newsletter sign-ups, or more, web form reporting can help you stay on top of the data you need to drive success. In this article, we'll dive deeper into reporting on web forms and help you understand how to use it for your business needs.

Getting Started

Once you have created your web forms, visit the Web Forms tab to access them.

Under "Active Forms," you'll see a list of your forms with various details available such as the form name, number of responses, and new submitters. Clicking on one will show you further details.

At the top, you'll see a graph with the amount of submissions by date. Below this, you'll see the date of the submission, the name of the submitter, and the populated fields, assignee, and status.

To view the full details from the submitter, click on the person's name and a widget will appear at the right.

Sharing, Editing or Deleting a form

Before you can receive submissions, you must first create your form and share it on your website, social media, emails, etc.

To share your form, click the "Share Form" option at the top.

Adjust and update your form as needed without the need to create an entirely new one by clicking the "Edit" button at the top.

Once you have received submissions, you'll see the option to Archive a web form if you no longer require that form and would like to start fresh. If no submissions, you will see the option to delete the form.

Add submitters to your database

To add a submitter to your Nimble database, just select their name from the list and their details will appear. Then click "Create Contact From Form Response". The contact will then be added to your database.

You'll then be able to click on the person's name and it will pull up their full contact details. For more information on contact records, take a look at the following:

If you have not yet set up Contact Mapping for the form, you will need to do this first and can learn how here: Create Contacts

Assigning Submissions

To ensure everyone is working towards the same goal and that every submission receives the necessary attention and response, you can assign a submission to a person on your team. This also helps to create accountability as you can monitor who is working on what and make sure nothing slips through the cracks. Additionally, assigning submitters to team members helps to keep your project organized and running smoothly.

Under Assignee, click the dropdown list then choose from the list of team members.

Changing Status

Under "Status" you can track the progress you are making with your submissions. With status changes, the team can adjust the workflow based on the submission's status.

For example, when a submission status changes from "new" to "in queue," a team member can be tasked to review and process the submission. This allows for timely response to incoming submissions and helps to ensure that the submission process is running smoothly.

Bulk Actions

Bulk actions allow organizations to take action on multiple submissions at once. These actions, which include changing the assigned team member, changing the status of a submission, and deleting submissions, save huge amounts of time and effort.

With bulk actions, organizations can complete repetitive and time-consuming tasks in a few clicks. This reduces manual work and the margin for error that could result from processing multiple submissions individually.

If you have any questions, please write us at, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

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