Generate a Monthly Report

This article explains how to generate a monthly report from forms submitted in the UtiliSync TMS app. If you are simply looking for a ticket count total, you should consider using the 811 Dashboard. See View 811 Dashboard.

Instructions

1. Go to the Form Submissions page.
2. Select the Filter button.
3. If you have previously set a Saved Filter that you want to use, select it from the dropdown list.

3. To create a new filtered list, choose the Field and Value you'd like to filter for from the expandable list. You can add multiple filters.
4. Form Filter: If you set a filter for a specific form, you can then also set a filter for a specific field in that form (see image below). Once the form and form field are selected, you can set the filter to pull all forms with the same designated value in that field.

5. When you have all of the desired parameters set in the filter list, click the Apply Filter button.

Your form submissions will then appear in a list if they apply to the filter provided.

6. If you would like to save the filter you just created, click on the three-dot More Options menu by the Saved Filter dropdown and select Save as new.

Then you can generate a report by doing the following:

7. Select Download
8. Click the downloaded spreadsheet.

Success! You will then be able to view the information that was completed on your form submissions!