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Survey123 Quarterly Annual Report

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08-09-2023 10:49 AM
EddyClark
Occasional Contributor

Can anyone point me in the right direction on how to create a quarterly/annual report?  

If I had a Survey123 form with some fields, say "date range".  I'd like to be able to report all features collected within that date range and export the report.   

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1 Reply
RobertAnderson3
MVP Regular Contributor

If you're looking for a report that's automatically generated quarterly you could look at the video here: Re: Survey123 Tricks of the Trade (Live): Automate... - Page 2 - Esri Community

At around 31 minutes in Ismael gives a nice little trick for setting up the WHERE clause in the Survey123 report webhook action. This can also show you how to set up the filter on the Survey123 website to export it manually if you prefer. You would need to set up the report template first as well to make this work.