PlatoForms User Guide
Ctrl+K

  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

What's new? API Docs

Manage submission summary

Tabs

The Summary tab shows submission counts for every form on your team in one table — no need to open each form individually to see how many responses it has.

Summary report of all form submissions

Access Summary tab

  1. In the left navigation of the Dashboard, click Submissions.

    Form Submissions page

  2. On the Submissions page, click the Summary tab at the top, next to Submissions and Workflow.

  3. Use the filters above the table to narrow down what you see:

    • All Form State dropdown: Filter by Draft, Archived, or Published forms.

    • Date range picker: Click the calendar icon to filter submissions within a specific time range. Choose Clear, Last 30 Days, or Custom Range with a calendar to pick specific dates.

      Date range picker with Clear, Last 30 Days, and Custom Range options next to a two-month calendar

    • Search Form or Folder: Find forms or folders by name.

    • Search Submissions in all forms: Search submission content across all your forms at once.

  4. Review your form submissions in the results table:

    Summary results table with Form, Folder, State, and Number of Submissions columns, sortable by clicking each header

    • Form, Folder, State, and Number of Submissions columns are all sortable — click a column header to sort by it.
    Note

    The View submissions link only appears for forms with a Published state. Draft and Archived forms still show a submission count, but without a link to view them.

    • Use the pagination controls and Go to page dropdown at the bottom of the table to browse additional results.

Export the summary report

After applying any necessary filters to display the desired form submissions, click Export as CSV next to the pagination controls to download a summary report in CSV format. The file downloads immediately to your computer. This report can be easily shared or used for reporting purposes.

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