How To Use The Forms Dashboard

How to Use the Forms Dashboard in PhotoBiz

Overview

The Forms Dashboard gives you a quick overview of how your forms are performing in your PhotoBiz account. You can use it to review submissions, track new and read responses, see your top-performing forms, and open recent submissions from one central place.

This guide explains each section of the Forms Dashboard and how to use the available reports. You will learn how to view yearly form activity, review submission trends, and access detailed submission information.

Accessing the Forms Dashboard

This opens the Forms Dashboard, where you can review your form activity, track submissions, and access detailed reports for your forms.

Understanding Your Forms Dashboard

Once you are inside the Forms Dashboard, you will see several sections that provide insight into your form activity. Many areas of the dashboard are interactive, so you can click graphs, form names, category names, and submission links to view more detailed information.

Dashboard Summary

The Dashboard Summary appears at the top of the Forms Dashboard and gives you a quick snapshot of your form activity for the selected year.

By default, the current year is displayed. You can use the arrows next to the year to view form activity from previous years.

This section includes:

Total Submissions: The total number of form submissions received during the selected year.
New Submissions: The total number of submissions that have not been viewed yet during the selected year.
Active Forms: The number of forms currently active on your account year to date.

Forms Overview

The Forms Overview section shows your form submissions by month for the selected year. This helps you see when clients are submitting forms most often.

You can hover over each bar in the graph to view the number of submissions for that month. You can also click a monthly bar to open a more detailed view of the submissions received during that month.

Submission Status

The Submission Status section shows your form submissions by status, including New and Read submissions.

New submissions are submissions that have not been viewed yet. Read submissions are submissions that have already been opened and reviewed.

If you click New, the page will scroll down to the Recent Submissions section of the dashboard. If you click Read, you will be taken to the Submissions section of your Forms control panel.

Submissions automatically move from New to Read after you open and review them.

Top Performing

The Top Performing section shows your top 5 forms with the most submissions year to date. This is helpful for seeing which forms your clients use most often.

You can click the form name or the bar graph for any form in this section to view the year-to-date submissions for that specific form.

Recent Submissions

The Recent Submissions section shows the 10 most recent form submissions received through your forms. This allows you to quickly open and review new client inquiries, questionnaires, order forms, contracts, or other form responses.

Click any individual submission to view the submission details. You can also click View All Submissions at the bottom of this section to access all submissions for the selected year.

Form Categories

The Form Categories section shows your form categories and the number of submissions connected to forms within each category. This is helpful if you organize forms by workflow, service type, school, team, event, or client group.

You can click the category name or the bar graph to open a submissions report for the forms in that category. This allows you to quickly review submissions by category instead of searching through all form submissions.

Helpful Notes

The Forms Dashboard is designed to help you monitor form activity without opening each form individually.

You can use the dashboard to:

Track new client inquiries
Review recent form submissions
See which forms receive the most responses
Compare submission activity by month
Review submissions by form category
Access detailed submission reports faster

If you manage several forms, categories can make your dashboard easier to review. For example, photographers may use categories for weddings, portraits, schools, sports teams, events, contracts, or order forms.

Troubleshooting and FAQs

Why did a submission move from New to Read?

A submission moves from New to Read automatically after it has been opened and reviewed.

Can I view submissions from a previous year?

Yes. Use the arrows next to the year at the top of the dashboard to view dashboard information for previous years.

What does Top Performing mean?

Top Performing shows the 5 forms with the most submissions for the selected year.

Can I click dashboard graphs?

Yes. Several dashboard sections are interactive. You can click form names, category names, and graph bars to open more detailed submission reports.

What is the difference between Recent Submissions and View All Submissions?

Recent Submissions shows the 10 most recent submissions. View All Submissions opens the full list of submissions for the selected year.

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