To find out which clients have one form, but may be missing another, click on the Reports button in the lefthand navigation menu, then click "+ add new report".
In the Report Builder, click the + next to the Person option on the left. This will bring up the categories of data you can add to the report. Click the + next to Basic fields, then click the checkmark next to Unique ID, First name and Last name to add it to the report.
Close the Person tree by clicking on the - button.
For the first form, click on + next to either the Activities or Assessments section, depending on which type of form it is.
Look for the name of the form, then click the + next to the name.
Scroll through the options and add Date of Activity/Date of Assessment to the report.
In the main area of the report, find the activity's Date of Activity column. Click on the gray filter icon next to the column name to open up filter options.
In the From and To fields in the Date of Activity filter, type in the date range that you are looking at (or leave this blank if you want to see all form results).
You now have a list of all activity form results that were filled out during your date range. Next we'll pull another form to compare.
On the left of the main report area, navigate to the Activities or Assessment section, depending on the second form's type.
Find the form, click the + next to the name of the form, and click the checkbox next to the field Date of Activity/Date of Assessment.
Filter by date range, if needed.
In main report area, in the contact's Unique ID column, click on the filter icon and check Group by this field. Then click done.
We now have a list of each contact and the number of form results they have for each type of form. With this information, we can pull this report into Excel and use Microsoft's amazing sort and filter feature to narrow this list down even more.
At the top-right of the report, click on the green Export button, then select 'Export to CSV'.
A CSV file will begin downloading to your computer. Once it has finished downloading, open up the report.
Highlight the two form result columns (the activity form and intake form) by clicking and holding the column letter at the top and dragging your cursor over to the second column.
Find the Sort & Filter options in your Excel program and click Filter. This should add drop-down arrows on each of your columns allow you to filter out responses.
You can now click on the drop-down arrow for either of the form and select if you want to show contacts with 0 forms results, 1 form result, etc.
