Summarise Form Submissions to Project Report
Category: Progress And Reporting
Have a stack of form submissions and need to spot the trends? Pick one or more active form templates — or leave the selection empty to cover all active templates for the project — and this task fetches every submission 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| Form Template(s) | Multiple Selection | No | Select one or more active form templates to summarise. Leave empty to summarise ALL active form t... |
| Date Range Start | Date | Yes | Start date for the reporting period. |
| Date Range End | Date | Yes | End date for the reporting period (inclusive — submissions up to the end of this day are included). |
| Report Title | Text | No | Custom title for the generated report. If left blank, a title will be generated automatically. |
| Report Category | Dropdown | No | Category for the generated report. |
| Additional Information | Text Area | No | Any additional information or specific areas of focus for the report (optional). |
Parameter Details
Report Category
Category for the generated report.
Options:
Quality- QualitySafety- SafetyProgress- ProgressEnvironmental- EnvironmentalConstruction- ConstructionFinancial- FinancialRisk- RiskBIM- BIMOther- 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
Disclaimer
Type: Array
Disclaimer
Example Use Cases
All Active Templates - Monthly Summary
Leave the template selection empty to summarise every active form template for March 2026.
Configuration:
- Date Range Start:
2026-03-01 - Date Range End:
2026-03-31 - Report Title:
Monthly Forms Summary - March 2026 - Report Category:
Progress
Selected Safety Templates
Summarise submissions across two chosen safety templates for March 2026.
Configuration:
- Form Template Id:
['REPLACE_WITH_TEMPLATE_ID_1', 'REPLACE_WITH_TEMPLATE_ID_2'] - Date Range Start:
2026-03-01 - Date Range End:
2026-03-31 - Report Category:
Safety
Tags: form-summary · submissions · report-generation · analysis · trends · automated
Last updated: 2026-07-06