Flow & Form Reports

What These Reports Show

Every Review Flow and Custom Form has a Reports page. Unlike the main dashboard, this page remains scoped to the selected builder and helps you understand how that specific experience is performing.

To open it, go to Flow Builders or Form Builders, select a record, and then select Reports.

Choose the Reporting Period

Available date choices include:

Today and Yesterday
Last 7, 30, or 90 days
Current Month and Last Month
Last 12 months
Custom

When the builder can operate at several locations, use the location filter to narrow the report to one location. You only see locations and results available to you.

Understand the Date Basis

Some report sections let you switch between two date bases:

Completed in Period — Counts customer activity that reached the measured outcome during the selected period, even if its request was created earlier.
Requests Created in Period — Follows the requests first created during the selected period and shows what happened to that group.

These answers serve different questions. Use Completed in Period for recent workload or outcomes, and Requests Created in Period when comparing batches or campaigns that began during the same window.

Review Flow Reports

Depending on the Flow’s settings and available data, the report can show:

Activity volume, Flow-stage progress, and completion funnel.
Ratings or Customer Recommendation Scores and feedback results.
Review destinations and Smart Link traffic or outcomes.
Email, SMS, and direct-send delivery information.
Sender, employee, and location attribution.

Select a metric or drilldown to open Flow Activity with the Review Flow context already applied.

Custom Form Reports

Custom Form reports can show:

Opened, Completed, and Completion Rate.
Response volume and completion timing.
Answer summaries for supported question types.
Current, historical, and removed-question data when earlier responses still contain those answer keys.
Smart Link, delivery, sender, employee, and location results.

Select a metric or drilldown to open Form Responses with the form context already applied.

Why Totals May Differ

Check the following before comparing two totals:

Whether each section uses completion date or request-created date.
Whether a location filter is active.
Whether the metric covers all activity, sent requests, or Smart Link traffic only.
Whether your access includes the same locations and records as another team member.
Whether incomplete activity belongs in that metric.