Every form you send sits somewhere between "waiting on the client" and "done", and chasing incomplete ones by memory doesn't scale. The Forms report gives you one place to see the status of forms across your clients, so you can follow up on outstanding forms and confirm which have been completed.
In this guide, we'll show you how to open the Forms report, filter it by date and status, and understand how the date range works, including why a form might not appear where you expect.
Before you begin
The Forms report is available to users with reporting access. If you can't see it, check your role's report permissions with your account owner.
How-to
Open the Forms report
The steps below show you where to find the report.
Navigate to Reports.
Select Forms.
Filter the report
Use the filters to narrow the report to the forms you're looking for.
Set the date range for the period you want to review.
Select Add Filter.
Select a status to show In progress or Completed forms, or use the other categories depending on your preferences.
Click Run Report to generate the report.
Save and load your filter
Use this if you run regular reports with specific filters.
Save a filter
Navigate to Reports.
Select Forms.
Set the date range for the period you want to review.
Select Add Filter.
Once you have added your filters, select Save Filters.
Add a name for your filter and press Save.
Load a filter
Navigate to Reports.
Select Forms.
Select Load Filters.
Select one of your saved filters.
Click Run Report.
Understand how the date range works
This is the most important thing to know about the report, and the most common reason a form doesn't appear where you expect.
The date range filters forms by their creation date; the date the form was added to the client's profile, not the date the form was sent or completed.
For example, a form created in September 2025 but not sent until June 2026 appears in the report under September 2025. To find it, set the date range to include September 2025 and apply the In progress filter.
If a form isn't showing, widen the date range to cover when the form was first created.
Things to Note
The date range is based on the form's creation date, not when it was sent or completed. If a form is missing, expand the date range to include its creation date.
A form stays In progress until the client completes it, then moves to Completed.
Frequently Asked Questions
Does the Forms report go by when the form was created or when it was sent?
Does the Forms report go by when the form was created or when it was sent?
The Forms report filters by the form's creation date; the date it was created on the client's profile, not the date it was sent or completed. So a form created in September 2025 but sent in June 2026 appears under September 2025. If a form isn't showing, expand the date range to include the date it was created.
A form I sent isn't showing in the report. Why?
A form I sent isn't showing in the report. Why?
The most likely reason is your date range doesn't include the form's creation date. Because the report filters on when the form was created (not sent), a form created well before you sent it can fall outside a recent date range. Widen the range to cover the creation date.
What's the difference between "In progress" and "Completed"?
What's the difference between "In progress" and "Completed"?
An In progress form has been created (and may have been sent) but not yet completed by the client. A Completed form has been submitted by the client.