When building a data set with the output set to something other than One Row per Request, it's advised that you check the box for Include Related Form Data. 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
To access this setting:
- Navigate to the Choose Data Fields page of the data set.
- In the Selected Fields area, check the box for Include Related Form Data.
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 in the image below.
If you include a field from the application form (which is not shared onto the evaluation form) 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 isn't displaying data in this One Row per Evaluation report.
If you check the Include Related Form Data box, fields from the application form would then populate data in the One Row per Evaluation report. In the image below, now we see data for Geographic Area Served.