How to pull fields from different forms into a single report

Data from different templates (forms) can be pulled into the same report with the use of tags

If a report needs to show data from multiple different forms, the field in question must be tagged. This way a field can be pulled from applications in multiple grants or multiple different milestones with different templates.

Create two grants and tag a field in each application template

1

Example grant (first)

2

A simple application form in the form builder

3

Tag the amount requested field with the tag name "amount"

4

Publish the grant

5

Create a second grant

6

Tag the "production budget" field with the same "amount" tag

7

Publish the second grant

Now for the applicant side

1

View the two grants

2

Applicant submits an application requesting $6000

3

In the movie grant the applicant sets a production budget of $48,000

The Admin creates a report showing data from different templates

1

Select Data Reports

2

Create a Data Table

3

Select the type of data — Applications

4

Select the tagged field as one of the columns

5

Fill in names for the report and data table, and see the combined data

It's also possible to combine data from two different data tables. For details on that, see this tutorial:

How to combine assessments with different templates into a single report