How to Run a NextGen Report

Tags NextGen

Overview:

Running reports in NextGen is an essential way to gather data and insights from your system. One of the key reports you may need to generate is related to forms and their datasets. In this guide, we’ll walk you through how to run this specific report, including how to find the relevant APIs and datasets for form.

Finding APIs/Datasets for Forms

If you're looking to find data related to forms or the APIs and datasets associated with them, here's how to easily access the information:

  1. Go to the NextGen Landing Page
  2. Navigate to the Admin Section
    • On the landing page, find and click the Admin button located in the upper right-hand corner of your screen.
  3. Access the Reports Section
    • Once you're in the Admin section, click on Reports from the menu. This will bring you to the reports area where you can search for specific reports.
  4. Search for "Form Templates and Datasets"
    • In the search bar at the top of the Reports page, type "Form Templates and Datasets".
    • Press Enter or click the search icon to find the report.
  5. Run the Report
    • Click on the Form Templates and Datasets report name.
    • You may need to adjust filters or parameters, depending on your needs.
    • Export the report if needed.