Now that you have a form and have gotten some submissions, you need to know how to view the results.

You can view the results of your form, both financial and data entries, in a few ways. Read below to find out how

Financial Summary

You can get a financial summary from the Form Manager page. From here, you can see how much money you have collected as a whole and through what means. You will also be able to see how much you have taken on each individual form.

  1. To see how much money you have collected from your customers in total, go to the Form Manager and look to the top of the page
  2. You will see a number of coloured tabs. Below these are the total amounts you have collected per payment status
  3. You can use the search function or Smart Folders to filter which forms you see on the page. The financial summary will change to reflect this
  4. You can also see how much has been collected by each individual form by looking at the yellow text on the far right end of each form panel

Click to Enlarge

Form Entries

Every time a customer submits one of your forms, you will get a form entry. The entries contain all of the information the customer entered into the form. This is where all the important data is collected. Here's how to view them.

  1. To view form entries, go to the Form Manager page and locate the required form
  2. Select it and click the 'Entries' icon
  3. You will be taken to the Entries page

Click to Enlarge

  1.  You will see an entries grid. Note that not all of the data will be included on this, as it would be too wide to display on the page correctly
  2. You can view the data in full by clicking the 'Export' button and choosing a file type to download
  3. Alternatively, you can use the 'Select Fields' button to select which fields will appear on the entries grid. If you only need to see a limited amount of the data, you will be able to view it all on the Entries page this way
  4. Use the 'Filter Entries' button to search for specific entries or filter out unwanted ones
  5. You can change the order in which the entries are displayed using the 'Sort By' drop down 
  6. Remember any filtering or sorting will also be applied to your Export

You can click on any entry to get a detailed overview showing data entered, payment details and entry information. You can Edit entries from here, this is only recommended if a customer contacts you telling you they made a mistake, or if an important piece of information changes such as phone number or email address.

Click to Enlarge

Creating Reports

You can create a report for each form using a variety of widget types to display the data in a way that suits you best. These reports are sharable and can be accessed via a URL without the need to login to your CLubPay account.

  1. To access the reports page, go to the Form Manager and locate your form
  2. Select it and click the 'Report' icon
  3. Now that you are on the Report page, click the green 'Add New Widget' button in the top right corner
  4. Choose which widget type you want to appear on the report. You can have as many widgets as you like and can have multiple of the same type
  5. Once you have added the widget, you may want to edit it. Just hover the mouse the widget and click the edit icon that appears in the bottom left corner. This is particularly important with Entries Grids as by default they only show the first 7 columns of data
  6. To share the report, click the blue gear icon in the top right and then select 'Share Report' option. This will create a link that you can send to anybody you want to allow to see the report

Full Screen Available