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How To Display Who Has Not Signed Forms in Analytics

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In some cases, you may want to see who has not signed a particular Form or set of Forms. 

Before you build a new Widget or Dashboard, check out the default Dashboard in your account named "Who Has Not Signed a Form?" as this Dashboard already does this and has filters to help narrow the data.

However, if you want to add this to your custom Dashboard, follow these steps:

1. Create a new Widget and select "Advanced Configuration".

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2. Select 'Pivot" from the list of Widget Types.

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3. Select "Signatures" for your value.

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4. Here's the advanced part:

  • Select the Edit (Edit_Button.png) button to open the formula editor.
  • Delete the word "COUNT" at the beginning of the equation.
  • Select the Blue "Signatures" Text, then select "Type," then select "Count Unique."

    Screenshot_032922_093704_AM.jpg

  • Type a + after Signatures. Then add "Zero Value for Formulas" after the +.

    Formula.gif

    The data point in the Worker Details section works best.

    Screen_Shot_2021-01-15_at_8.02.53_AM.png
    (Pro Tip: Rename this value to "Signatures" to make the report more readable.)

  • Add "Worker Name" as a row.

    Screen_Shot_2021-01-15_at_8.31.18_AM.png

  • Finally, select the filter icon on the Value section and select "= 0"

    Screen_Shot_2022-02-02_at_9.51.46_AM.png

5. Add a filter for "Is Worker Active?" and only select "True." This way you won't see zero values for Inactive Workers.

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6. Add a Filter for "Form Template Name" and select the Form Name(s) you want to track.

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When you're finished, your Widget should look something like this:
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A few more optional filters you could add to get more specific data includes:

  • Date form was completed
  • Title
  • Location name

 

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