View Forms Summary Using an Existing Layout

View a summary of the number of forms on projects in the business unit.

In addition to using an existing layout, you can customize the Forms Summary to see the information just the way you want to. Once you customize the layout, you can save it to use again later.
Fastpath: Analyse > Forms Summary
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
  2. Select Analyse > Forms Summary.
  3. In the Layout field, select the saved layout you want to view.
  4. Click Load.
  5. In the Display field, select the check box for each type of information you want to see.
    • Forms Count - This check box is selected by default.
    • Tasks Count
    • Include Inactive Projects
  6. Click Apply.
    If needed, you can filter the data on individual fields. See Filter Fields in Analyze.

    If needed, click on a column header to sort the information in that column. Click on the column header again to change the sort order.

You can export the information in this report to use it in another application.