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Karen Newberry Avatar

Karen Newberry

Clare's House

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How can I adjust the columns in my reports so that they can either be enlarged, reduced or allow for wrapping text? I would also like to set these reports up to run on a weekly or monthly basis for our foster coordinators. Karen Newberry
You can adjust the reporting period as needed. In the Reports page, click on the report to select it > click on the ⫶ more icon > select Weekly, Monthly or Yearly for the Switch to option (see screenshot below)
Sun Jun 29 2025
| 2 Replies
To send a report with all files that are in progress and completed to the collaborators, how do I set that up?
Hi Karen, The "Responses by Status" report is created by default for all Formesign forms. If needed, you can click on the Edit Report icon to customize this report to include specific fields from the form. Once the report is setup, you can click on the ⫶ More icon > click Add collaborators > Share "Responses by status" report popup will be displayed > enter the email address, select Viewer permissions and click Done. The collaborator can accept the invite and will be able to access the report anytime. Please note that the collaborators will have to subscribe to the paid plan to access Formesign after their trial ends.
Sun Jul 20 2025
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