> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Create Custom Forms Reports > Build a custom forms report in FieldPulse to pull every response to one form template into a table with the related customer, job, and invoice. > **Who uses this:** Admins have Full Reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have Full Reporting access. **Availability:** All regions · Custom Forms must be enabled for your account under **Company Settings** > **Features & Plugins** — contact FieldPulse for pricing. A custom forms report is built from the **Forms** tab in raw data reporting, and it reports on any [Custom Forms](https://www.fieldpulse.com/features/custom-forms) template in your account. You pick the form template, set the date range, and load the responses your team submitted to that template into one table. ## Overview The **Forms** tab is one of the record types in [FieldPulse's raw data reporting](https://www.fieldpulse.com/features/dashboards-and-reporting), and it reports on one custom form template at a time. Select the template from the **Form** drop-down, set the created date range, choose the columns you want, and load the data. Custom forms can stand on their own or be attached to records such as jobs, estimates, and invoices, so the report's **Related** columns carry the customer, job, invoice, project, asset, or maintenance agreement each response is attached to. For the parts of the reporting flow that are the same on every record type — filters, groupings, saving a report, and exporting to CSV — see [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting). To learn more about custom forms, see the [Custom Forms Overview](/jobs/custom-forms/overview). ## Before you begin * Turn on custom forms for your account. See [Setting Up Custom Forms](/jobs/custom-forms/enabling). * Build the form template you want to report on. See [How to Create a Custom Form](/jobs/custom-forms/create-a-form). * Check that your role has reporting access. An Admin has **Full Reporting access**; a Team Manager needs **Full Reporting access** turned on. ## Choose the form 1. Select **Reporting** under the **Management** tab in the left-side menu. 2. Select the **Forms** tab, then select **Raw Data**. 3. Select the form you want to report on from the **Form** drop-down. The Forms tab open in raw data reporting with the Form drop-down highlighted and set to the Install Checklist template The report covers one form template at a time, so run it once for each form you want to report on. ## Set the date range Select the calendar icon in **Created Date Range** to choose the start date for the reporting period or pick a preset range, then select **Load Data**. The Created Date Range field highlighted on the Forms raw data report, with a date range entered and the Load Data button beside it The calendar offers these presets: | **Preset** | **Date range** | | ---------------- | ------------------------------------------------- | | **Today** | 12:00 AM to the current time | | **Yesterday** | The previous day, 12:00 AM to 11:59 PM | | **This Week** | Monday through Sunday of the current week | | **Last Week** | The previous week | | **Last 7 Days** | The previous seven days, including today | | **This Month** | The first of the current month to the current day | | **Last Month** | The entire month before the current month | | **Last 30 Days** | The previous 30 days, including today | | **Custom** | Start and end dates you select on the calendar | ## Choose your columns Select **Columns** to choose which fields appear in the report table. The Columns panel open on the Forms raw data report, showing checkboxes for #ID, Name, Status, Created At, Created Date, Created Time, and Created By next to a table row for an Install Checklist response The custom forms report includes these columns by default: | **Column** | **What it holds** | | --------------------------------- | --------------------------------------------------------------------------------------------------------------------------- | | **#ID** | The form response's ID number | | **Name** | The name of the form | | **Status** | The form response's status | | **Created At** | Date and time the response was created | | **Created Date** | Date the response was created | | **Created Time** | Time the response was created | | **Created By** | User who created the response | | **Related Customer** | Customer the form is attached to | | **Related Maintenance Agreement** | Maintenance agreement the form is attached to | | **Related Job** | Job the form is attached to | | **Related Invoice** | Invoice the form is attached to | | **Related Project** | Project the form is attached to | | **Related Asset** | Asset the form is attached to | | **Customer** | A group of four customer fields — Customer Display Name, Customer Company Name, Customer First Name, and Customer Last Name | ## Tips * The **Related** columns tie each response back to the customer, job, invoice, project, asset, or maintenance agreement the form is attached to, which is what makes a form response readable from the office after the tech has moved on. * To see who submitted each response and when, keep the **Created By**, **Created Date**, and **Created Time** columns in the report. ## FAQs ### Can I save a custom forms report to use again? Yes. Select **Save as Report**, then **Save as New** to store the report under **Select Report**, or **Save as Widget** to add it to your Pulse Dashboard. See [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting) for the full saving flow. ### Can I narrow a custom forms report to specific responses? Yes. Select **Filters** to filter the report on any field on the record, the same way filters work on every other raw data report. ### Can I export a custom forms report to a spreadsheet? Yes. Select **Export CSV** to download the report currently displayed on your screen as a CSV file to your device. ## Related articles * [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting) * [Custom Forms Overview](/jobs/custom-forms/overview) * [How to Create a Custom Form](/jobs/custom-forms/create-a-form) * [How to Link Custom Forms to Jobs](/jobs/custom-forms/link-to-jobs) Your custom forms report is working when the table returns the responses submitted to the form template you selected inside the date range you set, showing the columns you chose. ## Related topics - [Custom Forms Overview](/jobs/custom-forms/overview.md) - [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting.md) - [Raw Data Reporting](/reporting/raw-data/index.md) - [How to Create a Custom Form](/jobs/custom-forms/create-a-form.md)