Reports & Surveys

The Reports module allows you to build custom digital forms and surveys to capture structured data from the field. Whether you are conducting market research, asset audits, or beneficiary registrations, this module provides the flexibility needed to gather accurate insights.

Building a Report Form

To create a new survey or report:

1. Navigate to the Reports module.
2. Click on Create Report.
3. Use the form builder interface to define your data fields. You can add text inputs (short answer or paragraph), multiple-choice questions, checkboxes, dropdowns, linear scales, dates, and times.
4. Set the status to Active to publish the report.

Distributing Surveys

Once a report form is active, it becomes available to your designated field agents on their mobile app. Agents can navigate to the specific survey and fill out the form while on-site.

Analyzing Responses

As field agents submit survey responses, the data instantly syncs back to the web dashboard:

• View Submissions: Click on any specific report to view a list of all incoming responses in real-time.
• Detailed Profiles: Open individual submissions to review the specific answers provided, including viewing uploaded images and mapping the exact coordinates of where the submission took place.
• Exporting Data: Similar to KYC verifications, you can export all survey responses into a CSV format for deeper analysis in tools like Excel or Tableau.