Understanding Form Aggregations

An aggregation is a report generated from form data. Form aggregations take the information from similar forms and aggregates them into one form. (For example, three monthly forms can be aggregated together to create one quarterly aggregation report.) The original forms will still exist independently after aggregation.

Once forms have been aggregated, new data cannot be added to the aggregation. New inputs into the forms will be taken into account when the aggregation report is rerun.

Aggregation Context Menu Explanation
Option	Explanation
Run Report	Selecting “Run Report” from the context menu will run the aggregation report, opening the report of the data aggregated from the forms in the same tab.
Edit Aggregation	Selecting “Edit Aggregations” from the context menu will open the Edit Form Aggregation Modal allowing you to make desired changes to the form aggregation. How To: Edit a Form Aggregation To edit a form aggregation, open the Home Page of the Forms Module and click the Form Aggregation beneath the page header. This opens the Form Aggregation Page. Click the three-dot icon to the right of the aggregation you wish to edit opening the Aggregation Context Menu and select the Edit Aggregation option. This opens the Edit Form Aggregation Modal. Edit the form aggregation as needed and select the Save button. Your changes will be saved.
Delete Aggregation	Selecting “Delete Aggregation” from the context menu will open the Deletion Confirmation Modal which states the aggregation title and asks, “Are you sure you want to delete this Form Aggregation?” How To: Delete a Form Aggregation To delete a form aggregation, open the Home Page of the Forms Module from the Main Menu. Click the Form Aggregation button opening the Form Aggregation Page. Click the three-dot icon to the right of the aggregation title opening the Aggregation Context Menu. Select the option to Delete Aggregation opening the Delete Form Aggregation Modal. The modal states the form aggregation title and asks, "Are you sure you want to delete this Form Aggregation?" Click the Delete button and the aggregation is removed from the table.