DOCUMENTATION

Report Builder

How to install

Installing the module works just like any other module - very simply! Take a look at this page for instructions.

Configuring the module

Report Builder: reports icon
Report Builder: reports icon

After you've installed it, you're actually all done! Now, when you or your clients visit a form page, they will see a new icon appear at the top right of the submissions table. When clicked, it will open up a dialog window containing a list of all reports (i.e. Views) for your form. Take a look at the screenshot to the right for an example of how that looks.

Although the Reports icon is a quick, convenient way to present an overview of all available Views, you want to add a link to the reports in the navigation menu. That way, looking at the reports for any form is just one click away - regardless of the page you're on.

For that, continue reading...