Introduction

Paperform offer a variety of features to help you analyse and report on form results. These include providing a dashboard for your submissions and detailed analytical and reporting utilities, to name a few.

In this guide, we'll cover:

  • How submissions work.
  • Where to analyze your results.
  • The different types of submissions Paperform offer.
  • Products & Product Management.
  • Analytics.
  • Reporting.
  • Exporting your results.

How submissions work

There are a couple of different submission types on Paperform, and these are listed below:

  • Partial Submissions
  • Submissions

When a respondent begins to answer questions on your form, Paperform recognises this and starts to record their responses. These records are referred to as Partial Submissions.

When a user clicks on the Submit button at the end of your form, this record becomes a regular Submission.

Where to analyze your results

Paperform provides a handy dashboard to view and analyze your form results. This can be found by following our guide here. The different sections are broken down into:

  • Submissions
  • Partial Submissions
  • Products
  • Reports
  • Analytics

Submissions

A Submission is your typical copy of a respondent's answers, keeping a detailed record of what was entered onto your form.

Inside a submission, you'll typically find:

  • A copy of the fields a respondent completed.
  • Records of scoring or payments processed. (Optional)
  • A default PDF summary of the submission.
  • Copies of any custom PDFs generated upon submission. (Optional)
  • The submission ID.
  • The date & time the submission was sent.
  • Other metadata for the respondent if available (e.g. IP Address).

When each submission is received on Paperform, we provide tools for you set up post-submission actions. These include:

Partial Submissions

A Partial Submission is a record of when a respondent began answering questions on the form, but did not click the Submit button at the end of the form. This is a feature available only as part of our Pro or Agency subscription plans.

The difference from a regular Submission here is that, as the form was not completed, your post-submission actions will not trigger. Partial submissions also aren't considered "full" submissions, and therefore we automatically purge new partial submissions after 30 days on a rolling basis. Partial Submissions are also missing some data you would find in a regular submission, such as:

  • Submission ID.
  • Total Payment.
  • PDF Summary.

Should you wish to keep your partial submissions past this 30 day period, you'll need to export these manually via your Paperform dashboard. If you'd like to do this regularly, we offer support via our API to view data from your partial submissions for each form.

Here are some examples of post-submission actions that partial submissions cannot use:

  • Send Custom Emails.
  • Trigger Integration Actions.
  • Generate Custom PDFs.

Products

Paperform allows you to see an overview of products used within Product fields on your form via the admin dashboard. You can locate the Products Overview by navigating to your Submissions dashboard, and then select Products from the options listed on your left.

On the Products Overview, you can view the following information about your form products:

Product Stock

Total Available Stock

This is the stock value entered for each product within your Paperform product field. This value will only change if it is updated in the field configuration in the form editor.

If no value is entered for stock, this will be shown as Unlimited.

Remaining Stock

This value is the remaining stock when compared with the number of purchases for this product. When this value reaches 0, it will display Out of Stock.

If no value is entered for stock, this will be shown as Unlimited.

Allocated Stock

Allocated Stock is the amount of stock that has been purchased by respondents on your form.

Overview of the Paperform Products dashboard

Caution: Allocated stock can also be set manually. So, if you ever do set it manually, the allocated stock will not correspond to the exact amount of products purchased across all submissions for the form.

Modify Stock Levels

The Total Available Stock can be modified from within the form editor by changing the Stock property within the relevant product field's configuration. This is listed under the Products tab.

The Stock field in the field configuration menu of a product field

Reset Stock Levels

This option allows you to reset the Allocated Stock for a specific product. This can be useful if you sell products in batches, without the need to directly modify the form editor.

The reset button listed on the products dashboard to reset the allocated stock for a specific product

Analytics & Reporting

We offer all plans the opportunity to collect analytics with Paperform, however some features are restricted to Pro or Agency plans respectively. All subscription plans have the ability to connect Paperform to Google Analytics, to learn more please see our guide here.

For Pro and Agency plan subscribers, Paperform offers analytics and reporting features directly via your dashboard. With these plans, you also have the option to use your own analytics scripts by following our guide here.

All of our help center articles for analytics can be found here.

Reporting

Reports

The Reports dashboard offers insight into how respondents answered fields with a fixed set of answers. Reporting currently supports Multiple Choice, Rating, Dropdown, and Product Fields.

An example report on the Report page

Number of people who answered a field

When viewing results in your report you'll be able to see both the total number of submissions, and the number of people who answered a specific field. This text appears below the title of each question, and you can see an example of this below.

The title of a field in an example report, including the number of people who answered this specific field

Exporting your report

If you'd like to export your Reports, click Print shown in the top right of the page. This will produce a print-ready copy of the page.

The Print button shown on the Report page

Analytics

The Analytics dashboard offers a detailed look at how many people have submitted your form, using intuitive graphing to make data easy to understand. This feature is available with a Pro or Agency subscription plan.

Using Analytics

Filters

You can apply a number of filters to your results to help analyze data from your form. These include filtering by any of the following options:

An overview of the filtering options available on the Analytics page for your form

  • Device Type

The type of device a respondent used to complete your form. You can sort by All Devices, Mobile Devices, Tablet Devices, or Desktop Devices.

The list of device filters available on the analytics dashboard

This can be helpful for identifying where respondents are most likely to use your forms, based on the type of device used.

  • Date Range

The date range for viewing your form data. You can set this using the calendar presented by clicking the button shown below:

An example of the calendar selection widget on the analytics dashboard, used to filter results

This can be helpful when generating your own reports for a specific date range or quarter of the year.

  • Comparison Date

This option allows you to add a set of data specified by a custom date range. This comparison data is shown on your graphs with a green line.

The dropdown filtering options for the comparison date on the analytics page

Y and X Axis

To fully customize your experience, the Y and X axis of the graphs can be modified using the controls in the upper right.

An example of how the X and Y axis filter options look on the analytics page

For the Y axis, you can choose from:

  • Views

The total number of views on your form.

  • Viewers

The number of unique viewers that have opened the form page.

  • Started

For the number of Views on your form, this is the volume of people who began completing fields on the form.

  • Submissions

The number of people who successfully submitted your form, using the submit button.

  • Completion rate

Of the number of people who started the form, this is the percentage rate of people who completed a successful submission.

  • Total sales live

This is the total value of any sales made on your form using a live payment integration, as opposed to a test account.

  • Total sales test

This is the total value of any sales made on your form using a test payment integration, as opposed to a live account.

For the X axis, you can sort by:

  • Hour
  • Day
  • Week
  • Month
  • Year

An overview of the analytics page, including use of the Comparison Date feature

The blue line on the graph shows results for the date range you select, while the green line shows the results for the comparison you have selected.

The green line will not be visible on your graph if the comparison is set to Nothing.

Exporting CSV

If you'd like to export your analytics as a .csv file, you can do so by clicking the Export CSV at the top-right of the page. This will automatically download a file with your analytics results matching the filters and date range selected.

The Export CSV button listed on the analytics page

Drop-off Questions

If you have partial submissions on your form results, a section will appear below your analytics graphs called Drop-off Questions.

This section will show which questions your respondents stopped answering your form on, which can provide a better insight for your analytics.

An example of how the Drop-off Questions section may look when included in your analytics

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