Reports

Form Insights tracks views, starts, and completions per Form, with conversion rate. Use it to identify Forms that aren't converting, unusually long Forms, and where in the flow consumers drop off.

Link Performance shows views, starts, completions, and conversion rate per Link. Use it to compare campaigns, referral partners, and marketing channels — different Links to the same Form let you attribute and optimize.

Reports require both the right plan (Middle Market or Custom) AND the View Reports permission on your role. If either is missing, the Reports section doesn't appear in the nav. Available reports include Form Insights, Link Performance, Submission throughput, and Data Credit Usage.

Submission Throughput visualizes Submission volume across time with optional filters for Status, Tag, Form, and Link. Use it to monitor agency performance, spot trends, and forecast capacity.