Overview
Packet Reports give you a fast way to see how your forms and packets are progressing, whether you need a quick tally of completions or a full export of individual responses. You can run these reports directly from your form packet and revisit them any time without regenerating.
This article and video below walk through how to run a Packet Report, choose the right report type, and use the results to follow up with families.
Report types
August Schools offers two report types from the Create Packet Report button:
Report | What it shows | Best for |
Summary Report | How many packets or forms have been completed | Finding who has not completed their forms |
Responses Report | The full responses and details submitted for each form | Reviewing what families actually entered |
Running a report
Open your form packet.
Click Create Packet Report at the top of the packet.
Choose either Summary Report or Responses Report.
Click Confirm to start the report.
š” Tip: Reports may take a few moments to load. You do not need to regenerate a report to get updated results. Simply return to the Reporting section and open the Reports page to see the latest data.
Reading the Summary Report
The Summary Report includes an individual report for each form in your packet, broken out by status. From here:
Use Packets with any requests outstanding to see an overall view of who has any incomplete forms.
If you've applied global filters, the report will narrow to just the grade levels or divisions you've specified.
The export includes parent or guardian contact information for each student with an incomplete packet, so you can follow up directly.
You'll also find similar reports for packets that are in review and packets that are fully accepted.
Managing the report queue
Reports run in a queue. To start another report:
Click into the report line you want to run.
It will be added to the queue.
To move it to the top and start the calculation immediately, click Queued.
Once complete, a tally report will show a simple breakdown, for example how many packets have been accepted versus not submitted.
Copying and downloading reports
Copy: Use the copy button to duplicate a report so you can edit the content or build an individual query without affecting the original.
Download: Use the download button if you just need the report file itself.
Best Practices & Tips
Start with the Summary Report if your goal is simply identifying who hasn't completed their forms.
Use the global filters to narrow results to a specific grade level or division before exporting.
Bookmark the Reporting and Reports page since reports update on their own and don't need to be rerun.
If you have any questions or concerns, reach out to our support team using the question mark icon in the upper right hand corner.