Can I combine form answers with booking columns?

The form source carries the attached booking or vehicle as a column. For booking amounts next to the answers, export both reports and match on the LR in a spreadsheet.

A question I added last week is missing from the columns.

The source shows the questions the form has now. Refresh the builder; if it is still missing, check the form was saved after the question was added.

Docs · Custom reports and forms · How-to

Report on custom form answers

You will have a saved report listing every submission of a form, one row per submission and one column per question, with a date range and quick filters, under Published custom reports.

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Every custom form your company uses is its own data source in the custom report builder. Reporting on answers is the same as any other custom report: pick the form, tick the questions, preview and save. The report then lists each submission with who filled it in, when, and the booking or vehicle it was attached to.

Before You Start

The form exists and has at least one submission; the builder shows the form as a source but a preview with no rows tells you little.
You know which questions matter for the report and which answer you will filter on (a failed check, a damage flag, a date).
Your role allows building reports.

Steps

Open Reports and start a new custom report.
Enter a Report name such as "Pre-trip checks with a failed item" and a Description.
Pick the form from the data source list. Forms are listed alongside Bookings, Customer invoices and the other sources, under the names you gave them.
Tick Enable date range filter so the report can be run per month or per week. The range applies to the submission date.
Add the submitter, the vehicle or the LR under Filter by, so a supervisor can narrow to one driver or one truck.
Choose the columns. Start with the identifying ones (submitted on, submitted by, attached booking or vehicle), then the question columns you care about. Select all is fine for a short form.
Click Preview, check one row against the actual submission, then Save.

Columns a form source offers

Column	What it holds	Use
Submitted on	Date and time of the submission	Date range, sorting
Submitted by	The user or driver who filled it in	Quick filter per person
Attached to	The booking, vehicle or driver the form was raised for	Join to LR or vehicle
One column per question	The answer as entered: yes/no, number, text, date, choice	Filter on failed checks
Photo questions	The attached image	Evidence on inspections

What This Changes

A new report under Reports › Published custom reports; nothing on the forms or submissions changes.
Print and Excel on the report give every submission in the range.

Tips

Make one report per form and per purpose: "all pre-trip checks this month" and "checks with any item failed" are two reports.
If answers come in as free text, you will struggle to filter; go back to the form and turn the question into a yes/no or a choice.
Export to Excel for a count by driver or by vehicle; the builder lists rows, and the spreadsheet does the pivot.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.