Keep track of your digital transformation with the Insights page

Select Insights in the dashboard to view stats on all your organization’s forms. 

The Insights module tracks responses independently of the forms you currently have saved. Even if you clear out old responses from time to time, this page will still be accurate.

Set a date range 

Use the Date range drop-down to set the period covered by the Insights page. By default this is for the past seven days. Use this Date range drop-down to set any range, including custom values.

View total responses and payments

At the top of this screen are total figures for form responses and, if you’re accepting payments via forms, the total amount transacted for the date range you’ve chosen. This view is most informative when set to a date range of "all time" or "last 12 months" to give you a good sense of how your digital transformation is tracking.

(Payment options are available on Pro, Business and Enterprise plans). 

Check how responses are tallied for more information on what's counted as a response.

View form responses and savings

Below the total response and transaction figures is a list of all your organization’s forms. 

These are filtered by

• Name

• Number of responses

• Average response time saved per form

• Average organization time saved per form

• The money each form has saved your organization

Select any of these headings to rank your forms by these criteria. You can also see the totals for time and money saved at the top of the form list. 

Select any form to open it.

Only users with permission to view or edit a form can open it. 

Set up savings 

Time and money savings are based on your inputs in each form’s ‘...’ menu. Select this and choose Edit savings to add:

• The minutes saved by respondents, compared to offline interactions

• The minutes saved by your staff, compared to serving offline interactions 

• The dollars saved by your organization, based on staff time saved

Edit these figures based on your offline interaction costs to get an estimate of the time and money you’ve saved across your chosen date range. If you make major changes to a form, consider updating savings figures when it goes online. Use the Edit next form's savings checkbox to start using your new figures the next time your form gets a response.

Export Savings

Once you've set up your savings and applied a date range, you can export this information by selecting the export icon in the top right of the Time and money saved by using OpenForms card. This will export the information you're viewing in an excel file. 

View response workflow statistics

If you're using response workflows to process submitted forms, you'll see a summary of your review activity at the bottom of the Insights screen.

This card gives you some overall data about the number of responses submitted, pending and finalized in your specified date range, as well as the average time to resolution, from submission to review completion. 

Below these overall stats, you'll find the details of every published form with a response workflow, which you can filter by the following criteria:

Use this information to see how well your reviewers are clearing submissions as they enter the review center. 

If you notice that a particular form has many more submissions that it does finalized reviews, there may be a bottleneck in a particular step of that review process.

Select the form name to go to the Analytics tab for that form, where you can view a more detailed breakdown of the review information, including which review steps are taking the longest to complete, or falling behind the number of submissions coming through. 

You must have Author or Reporter permissions for a form to click through to its analytics tab from the Insights screen.

Export response workflow statistics

As with your savings information, you can export response workflow review information to an excel file by selecting the export icon in the top right of the Response Workflow card.