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How do I enable a form to use in Results reports? (ARR)
Updated over a month ago

Before a form's data can be used in Apricot Results Reporting (ARR), the form's settings must first be configured to allow a reporting universe, or data source, to be created from it.

Follow the steps listed below to learn how to edit a form's properties and enable its use in Results reports.

Step 1: Open the form

In the Administrator tab, expand the Form Designer category in the navigation bar and select Standard Forms.

Then, from the list of forms, hover over the Actions menu of your desired form and select Edit.

Note: Selecting a Tier 1 form here will create a universe named after the form with its unique ID. Tier 2 forms can also be enabled for Results reporting, but its data will appear within its associated Tier 1 form's universe and not its own.

Step 2: Edit the form properties

Click the green gear icon to the right of the Tier 1 form's name to open its properties.


In the Settings section, check the "Enable In Apricot Results Reporting" box and click Apply to close the window.

Then, publish the form from the Form Actions palette to confirm your changes.
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Step 4: Wait to sync

It takes up to one hour after a form has been enabled in ARR for the form to become available in the Results interface. When creating a new report, if you don't see the Tier 1 form's universe as an available data source after an hour, click the refresh icon. You can also try closing your Results tab and opening it from Apricot again.

This is what the universe name will look like once the Tier 1 form's data has been synced to Results. It will include your organization's unique database ID, the Tier 1 form's name, and its unique form ID.

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