Creating a report using Reporting Dashboard from a Unity Form

[Debra_Rutan]

I have a customer that created a Unity Form that has a section that contains several check boxes (example Services Requested shown below). After this form has been completed by their clients, they want to generate a report that will give them a count for each Service Requested. These check boxes are not keywords. Can a report be generated using the Reporting Dashboard module?

[David_Juhlin]

To report on specific check boxes across forms, you would really need each item to be a keyword.  Or use one keyword that can store a coded value that contains the values of all the checkboxes (and then use bitwise SQL or something similar to extract the value of a given checkbox).  Otherwise (and what I am planning for a similar form) you could create a WorkView object to capture all the data and then use a Filter to expose the data to Reporting Dashboards.  (Might be overkill for the Unity Form, but in my case, the Unity Form will just be the data entry form to WorkView, and the real work will be in the WorkView items.)

[Eric_Beavers]

I like both @Jim Perry  and @David Juhlin 's approaches. David makes a very good point about how WorkView would be a perfect fit here. I was making an assumption that the customer who developed the form does not have a WorkView license. If they did have WorkView, David's solution would be my approach as well.

[Debra_Rutan]

You are correct. The customer does not have WorkView.