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How to Download the Form Analysis Report

The Form Analysis Report provides valuable insights into user responses, helping businesses refine their strategies. Follow this step-by-step guide to efficiently download the Form Analysis Report.

Tap the video to pause the demo or manually advance each step. 


Step 1: Access the Portal

  1. Log in to your Certiverse account.
  2. Navigate to the Portals section by clicking on "Portals."

Step 2: Open the Reporting Section

  1. In the Portals menu, locate and click on Reporting.

Step 3: Access Form Analysis

  1. Within the Reporting section, find and click Form Analysis.

Step 4: Select a Date Range

  1. Click on Date Range.
  2. Choose the appropriate date range to filter the report data.

Step 5: Adjust Responders (If Needed)

  1. If necessary, click on Incomplete Data, Quick Responders and or Chance Responders,  to modify the data filters.

Step 6: Download the Report

  1. Click DOWNLOAD REPORT.
  2. A confirmation prompt will appear—click OK to proceed.

Step 7: Notification and Report Availability

  1. Once the report is available, you’ll receive an email confirmation [see here], along with an in-app notification within the system.
  2. You will be able to download the report directly from the notification.

Step 8: Retrieve the Downloaded Report

  1. Click on Notifications to check the report's download status.
  2. Once available, click DOWNLOAD to save the report to your device.

Step 9: Finalize the Process

  1. Click Close to exit the download window.
  2. Click Close again to return to the main dashboard.

By following these steps, you can efficiently retrieve your Form Analysis Report and leverage its insights to enhance decision-making processes.