Admin Custom Web Form Rotation Report

1.  Click the Custom Web Forms option on the Website drop-down menu on the main menu.

2.  On the Admin Custom Web Forms screen, click the View Rotation Report link for the web form you want to see the report for.

3.  On the Rotation Report screen:

    Enter the date range

    Select an option and in the Rotational Participant drop-down

4.  Click the Submit button to generate the Rotation Report.

Generated Report Details:

    Date: Displays the date the report is generated.

    Time: Displays the time the report is generated.

    Report Table: The table will sort by the date and time of the web form submissions (earliest submission first).

Report Column Header Report Column Data

    Date: Displays the date the web form was submitted with the contact’s info.

    Time: Displays the time the web form was submitted with the contact’s info.

    Delivered To Email: Displays the Account Email Address for the Member that the contact was given to.

    Delivered To Last Name: Displays the Account Last Name for the Member that the contact was given to.

    Delivered To First Name: Displays the Account First Name for the Member that the contact was given to.

    Delivered To Member ID: Displays the Member ID for the Member that the contact was given to.

    Contact Email Address: Displays the Contact’s Email Address for the web form submission.

    Report Export Options:

    Printable View

    Export to Excel

    Export to Word

    Export to CSV

    Save PDF