This webinar provided an overview of the various field types available in Apricot forms and how they behave within the report builder. The presenter started by reviewing the different field choices, including demographic, date/time, option, numeric, calculation, and open text fields. She emphasized that fields which allow for non-uniform responses, such as open text fields, do not graph well in reports and are better suited for listing data rather than statistical analysis. In contrast, option fields with predefined choices, as well as numeric and date fields, force consistent responses that can be effectively visualized and analyzed in reports.
This webinar also stressed the importance of considering the reporting needs when designing forms, recommending that fields intended to provide statistical data should utilize the option, numeric, or date field types. She also covered best practices around leveraging linking fields to establish relationships between records, which can enhance reporting capabilities. Attendees were encouraged to utilize Apricot's training resources, including recorded webinars and multi-day courses, to further develop their skills, as well as to reach out to the support team if they encounter any challenges. The webinar emphasized Apricot's role as a partner in helping users maximize the platform's reporting functionality.
Designing Forms for Effective Reporting; A Best Practice Guide Presentation Slides
Apricot · 15 Mins
Designing Forms for Effective Reporting; A Best Practice Guide
Session Description: Walk through expected behavior of various form field types within the Report Builder to aid in making informed decisions when designing.
Audience: Admins
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