Viewing form responses
Find completed forms in the Scheduler, read the answers, and download the report.
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Overview
Completed forms are read in the Scheduler, not in the Report Designer. The Completed Forms window lists them with filters, shows the answers, and downloads each one as Word or PDF.
Step by step: find a completed form
- In the Scheduler, click the Completed Forms button in the toolbar.
- Narrow the list with Form Type, User, From Date, To Date, Job or Customer, and click Search.
- Click View on a row to see the answers.
The list
Each row shows the Date, Form Type, Job, Customer, User and Status - Completed, or Draft for one saved part-way. Load more fetches older forms. Clear resets the filters.
On each row
| Button | What it gives you |
|---|---|
| View | The answers, shown in the window |
| Download | The completed report as a Word document |
| The completed report as a PDF |
Other places a completed form appears
- On the job in your accounting system, if the form’s Availability saves a copy there.
- In an inbox, if the form’s Availability emails a PDF.
- In the job’s history in the Scheduler.
Both of the first two are set per form - see Publishing forms & availability.
See also
- Downloading completed forms - getting forms out of Tradie.
- Completed forms (Scheduler) - the window in the Scheduler guide.