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Summarise Form Submissions to Project Report

Category: Progress And Reporting

Have a stack of form submissions and need to spot the trends? This task fetches all submissions for a selected form template within a specified date range — analyses the data, identifies trends and key findings, then generates and saves a professional project report. Works with any form template type.

Input Parameters

ParameterTypeRequiredDescription
Form TemplateDropdownYesSelect the form template to summarise submissions for.
Date Range StartDateYesStart date for the reporting period (ISO 8601).
Date Range EndDateYesEnd date for the reporting period (ISO 8601).
Report TitleTextNoCustom title for the generated report. If left blank, a title will be generated automatically.
Report CategoryDropdownNoCategory for the generated report.
Additional InformationText AreaNoAny additional information or specific areas of focus for the report (optional).

Parameter Details

Report Category

Category for the generated report.

Options:

  • Quality - Quality
  • Safety - Safety
  • Progress - Progress
  • Environmental - Environmental
  • Compliance - Compliance
  • Operations - Operations
  • Other - Other

Outputs

Summary

Type: Text/Markdown

Summary

Outputs

Type: Structured Data (JSON)

Outputs

Completion Time

Type: Text/Markdown

Completion Time

Report Id

Type: String

Report ID

Submission Count

Type: String

Submission Count

Example Use Cases

Monthly Safety Inspections Summary

Summarise all safety inspection form submissions for March 2026.

Configuration:

  • Date Range Start: 2026-03-01
  • Date Range End: 2026-03-31
  • Report Title: Monthly Safety Inspections - March 2026
  • Report Category: health-safety

Tags: form-summary · submissions · report-generation · analysis · trends · automated


Last updated: 2026-06-09