Posted in business insights

How to Create Custom Reports With Form Data Using Banana

Data Visualization is incredibly powerful.

Think about a corporate performance report. Connecticut, South Carolina, Minnesota were the Top 3 performs. Wyoming, New Hampshire and New York were the Bottom 3. There were X, Y and Z trends. Revenue and profit grew A% and B% respectively. You could go on and on for pages.

Or, you could show charts like this.

Some chart options available with Banana.

It wouldn’t surprise me if this is the first sentence you read in this article. That’s because the visualization immediately captures our attention. If you’ve automated workflows with frevvo, your data is already digital. Data visualization is the best way to present your data.

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Posted in HowTo, Product

frevvo 7.1: Submissions Search

We’re always working on improving frevvo based on customer feedback. We have ambitious longer-term plans but we’re tackling some of the most common requests ASAP.

frevvo V7.1 (which will be available later this year) includes one such item: the ability to search for submissions based on form data. There’s also a new Submissions View and Excel export. Let’s take a look using a Contact Form.

searchable-fields
Searchable Fields wizard

First, you have to define your Searchable fields using a wizard. Simply add/remove Searchable fields as desired. Once defined, frevvo can also go back and re-index your existing submissions so you can search them using the same fields. In our Contact Form, we’ve chosen First Name, Last Name and Email Address.

Then, go to the Submissions View for the form. By default, you’ll see the Submissions for the past month with no other filters applied. Searchable Fields appear in the table if they fit.

Expand the Submissions Filter Section. You can filter and search for submissions by a wide variety of criteria. There’s Date Range and Submission State but you can choose other criteria including the Searchable fields. You can also create a logic expression as shown in the image. We’re searching for Submissions this year where the email address contains frevvo.com and the first name begins with either M or P as the shown in the logic expression field.

filter
Filter/Search for submissions

If the columns don’t fit on the screen (for example, on a mobile device), you can click + for any row to view them. As usual, you can double click any submission to view details (XML document, PDF, attachments, signatures etc.) and delete unwanted submissions.

submssions
Expand/Collapse individual submissions to view details

Similar functionality is available in the Task List as well – we’ll describe it in a separate article. And, in a future release, we plan to unify these user interfaces so you can handle tasks, submissions and reports from the same place in the UI.

Posted in business insights

Business Insights with frevvo

At frevvo, we’re gearing up for some big new feature releases this year. Our Engineers are hard at work right now on one of the most frequently requested [and delayed] features – Business Insights. We have a long list of powerful capabilities for real-world business applications (mobile forms, database connectivity, XML, workflow etc.) but it hasn’t been easy to see what’s going on operationally. That’ll change over the next few releases.

Monitor/Analyze in flexible ways.

You’ll be ableworkflow-by-state to view things like:

  • Which workflows are in process now?
  • Who are they waiting for?
  • How much time is being spent in each state?
  • What’s the average time in each state?
  • What regions are applications coming from?

etc. There are really an infinite number of ways to slice and dice.

Top-notch User Experience

widgetsWe think that usability and aesthetics are two sides of the same coin. If it doesn’t look good, no one will use it.

  • Many ways to visualize – pie charts, bar charts, gauges, tables, stacked charts etc. Choose whatever makes the most sense for your needs.
  • Like everything in frevvo, it’ll all just work automatically on mobile devices and look natural. You don’t have to do anything.
  • You can use dashboards/widgets in frevvo Spaces (which themselves look good on mobile) so you can access your forms & workflows and your dashboards from one place.

Easy Customization & Reusability

dashboard-designerWe’ve said before that the scarcest resource in most organizations is talent. Yet,in today’s business environment, it’s even more important to provide decision makers with timely information. Visual dashboards and reports can really help.

  • Create your own dashboards just like you create forms. Drag & drop from a palette and hook the widget up to the data. That’s it. Under the covers, the dashboard is literally just a form (without a Submit button).
  • You can use familiar techniques to position widgets, size them, show/hide them, dynamically update them etc. They behave just like form controls. There’s nothing new to learn.
  • Since they ARE forms/flows, everything else works – internationalization, accessibility, access control, embedding, sharing, mobile views – it stays the same.
  • Since charts/widgets are just regular controls, you’ll be able to use them anywhere in your forms as well (the ones with Submit buttons). No restrictions.
  • Other areas of frevvo e.g. Submissions Views & Task List are also being improved to use some of these capabilities to provide a much better user experience.

Now, it’s going to take some time to get all this done and we’ll deliver over the course of many releases throughout the rest of the year. But we’re super-excited about these coming features. We’ll keep you updated via this blog or by email. Join our mailing list if you’d like to learn more.