Who is this article for?

Administrators who want to learn to report from the form record page.

Administrator permissions are required.

This guide introduces the process of generating Excel list reports from the Form Records page in Lucidity. It highlights the consistency of the reporting method across different forms and pages, while noting that the specific data and columns may vary depending on the selected form or view.

1. Reporting from the form record page
2. Archive form records
   1. Viewing archived form records
3. Delete form records
4. Further reading

1. Reporting from the form record page

A standard Excel list report is available from the Form Records page. Although different columns and data will be returned this process is the same, regardless of whether running the report from the 'List All' page or from an individual Form page.

To run a report, from the List Form Records page:

1. Click Show Filters.

2. Use filters as required to locate the relevant form record(s).

3. Click Filter.

4. The lower half of the screen lists out search result. These will be reflected in the report.

5. Click Excel Export.

6. In the Excel report, sort and manipulate the data or merge the data with other reports as required.

7. Save the report.

2. Archive form records

To archive form records no longer required to be displayed by default, from the Form Records page:

1. Locate the form record either from the List All page or via the specific form group.

2. Click Show Filters.

3. Apply required Filters to locate the form record.

4. Click Actions on the far right-hand side of the form record.

5. Click Archive.

6. Click Archive in the confirmation screen.

7. The form record will now be archived.

2.1. Viewing archived form records

3. Delete form records

Form records should never be deleted unless an error has been made - it is important to retain historical data for user's. Once a form record is deleted, it cannot be retrieved so proceed with caution.

To delete form records from the system completely, from the Form Records page:

1. Locate the form record either from the List All page or via the specific form group.

2. Click Show Filters.

3. Apply required Filters to locate the form record.

4. Click Actions on the far right-hand side of the form record.

5. Click Delete.

6. Click Delete in the confirmation screen.

7. The form record will now be deleted.