When building a data set with the output set to something other than One Row per Request, it is recommended that the box for Include Related Form Data be checked. This box is checked by default when building a new data set. This allows data from related forms for a request to appear in a report that might not otherwise show that data.
Include Related Form Data
- Click Reporting on the upper navigation bar, and then click Reports & Data Sets.
- Click the Reporting Data Sets tab.
- Click the pencil icon next to a data set.
- In Selected Fields, check the Include Related Form Data box.
Additional Information
To explain why this is helpful, consider the example of running a report with the output set to One Row per Evaluation. This means that each evaluation for all included requests will display as one row of data in the report as shown in the image below.
If a field from the application form that was not shared to the evaluation form is included in the report, it is not part of the evaluation data. That means the data for that field will not show up in the report by default. In the image below, Geographic Area Served is a question on the application form, so it is not displaying data in this One Row per Evaluation report.
If the Include Related Form Data box is checked, fields from the application form would then populate data in the One Row per Evaluation report. In the image below, data for Geographic Area Served is now displayed.