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Use the forms report

Find assigned forms, review completion counts, and open a result for more detail.

Find submitted and assigned forms

  1. Open Reports > Forms report.

  2. Use quick search and the table filters to narrow the results by form, job, customer, assignee, or status.

  3. Sort the relevant column when you need to compare incomplete or recently updated forms.

Read the completion result

Each row shows the form, its linked work and customer, the assignee, status, and completed-fields count.

A value such as 3/5 means three of the five tracked fields are complete. It does not by itself confirm that the entire form has been reviewed.

Select a row to open the form and inspect its answers and available actions.

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