Overview
Event Organizers use Forms with Event and Session registrations, Event Items, and post-Event surveys to gather various data from Attendees.
To help turn that data into usable information, the Form Answer Report converts raw query results into a structured format where columns represent questions and rows represent Attendees.
When an Event Organizer views the Form Answer Report, they will see the following in a spreadsheet:
- All Form Submission Answers (responses) linked to the Event, Event Item, Session, or post-Event survey
 - Attendee details presented via a configurable Attendee field set
 
Users can then tally responses, pull lists based on unique criteria, and segment Attendees based on future needs.
Set Up Reporting for Forms
Prerequisites
To change the “Blackthorn | Form Answer Report” field set, a user must have access to the following:
- Salesforce Setup
 - Attendee object
 - Add Blackthorn packaged fields, Salesforce standard fields, and all custom fields
 
Blackthorn | Form Answer Report Field Set
The “Blackthorn | Form Answer Report” field set is available on the Attendee object. Event Admins can use it to customize the fields included in the Form Answer Report.
Fields added to the field set will appear in the report’s far left column(s).
- CreatedById
 - CreatedDate
 - Id
 - LastActivityDate
 - LastModifiedById
 - LastModifiedDate
 - Name
 - OwnerId
 - SystemModstamp
 - Account (conference360__Account__c)
 - Account Name (conference360__Account_Name__c)
 - Account Postal Code (conference360__Account_Postal_Code__c)
 - Approval Status (conference360__Approval_Status__c)
 - Attendance Status (conference360__Attendance_Status__c)
 - Attendance Type (conference360__Attendance_Type__c)
 - Attendee Checkout Type (conference360__Type__c)
 - Attendee Group (conference360__Attendee_Group__c)
 - Attendee Profile Image URL (conference360__Attendee_Profile_Image_URL__c)
 - Attendee Viewed Link (conference360__Attendee_Viewed_Link__c)
 - AttendeeLink (conference360__AttendeeLink__c)
 - AttendeeLink Questions (conference360__AttendeeLink_Questions__c)
 - City (conference360__City__c)
 - Connection Requests Disabled (conference360__Connection_Requests_Disabled__c)
 - Contact (conference360__Contact__c)
 - Country (conference360__Country__c)
 - Dietary Preference (conference360__Dietary_Preference__c)
 - Do Not Update Contact Fields (conference360__Do_Not_Update_Contact_Fields__c)
 - Donated (conference360__Donated__c)
 - Duplicate Rule (conference360__Duplicate_Rule__c)
 - Email (conference360__Email2__c)
 - Email Opt-in (conference360__Email_Opt_In__c)
 - Encrypted ID (conference360__Encrypted_ID__c)
 - Event Description (conference360__Event_Description__c)
 - Event Group (conference360__Event_Group__c)
 - Event ID (conference360__Event_ID__c)
 - Event Item (conference360__Event_Item__c)
 - Event (conference360__Event__c)
 - Facebook (conference360__Facebook__c)
 - First Name (conference360__First_Name2__c)
 - Hide Other Tickets (conference360__Hide_Other_Tickets__c)
 - Hide from Attendee List (conference360__Hide_from_Attendee_List__c)
 - Instagram (conference360__Instagram__c)
 - Invite Sent At (conference360__Invite_Sent_At__c)
 - Invite Sent To (conference360__Invite_Sent_To__c)
 - Invoice (conference360__Sales_Document__c)
 - Key (conference360__Key__c)
 - Key (conference360__Key2__c)
 - Key Encrypted (conference360__Key_Encrypted__c)
 - Last Name (conference360__Last_Name2__c)
 - Last Publish To Platform Completed At (conference360__Last_Publish_To_Platform_Completed_At__c)
 - Last Publish To Platform Requested At (conference360__Last_Publish_To_Platform_Requested_At__c)
 - Lead (conference360__Lead__c)
 - LinkedIn (conference360__LinkedIn__c)
 - Minutes Watched of Video (conference360__Minutes_Watched_of_Video__c)
 - Mobile Device ID (conference360__Mobile_Device_ID__c)
 - Not Paid (conference360__Not_Paid__c)
 - Phone (conference360__Phone2__c)
 - Post Event Questions Key (conference360__Post_Event_Questions_Key__c)
 - Post Event Questions (conference360__Post_Event_Questions__c)
 - Postal Code (conference360__Postal_Code__c)
 - Primary Email (conference360__Primary_Email__c)
 - Profile Image (conference360__Profile_Image__c)
 - Purchased Products (conference360__Purchased_Products__c)
 - Referred By (conference360__Referred_By__c)
 - Registration Date/Time (conference360__Registration_DateTime__c)
 - Registration Language (conference360__Registration_Language__c)
 - Registration Status (conference360__Registration_Status__c)
 - Salutation (conference360__Salutation__c)
 - Send Reminder (conference360__Send_Reminder__c)
 - Source (conference360__Source__c)
 - State (conference360__State__c)
 - Street (conference360__Street__c)
 - Title (conference360__Title__c)
 - Track (conference360__Track__c)
 - X (conference360__Twitter__c)
 - User (conference360__User__c)
 - Visibility Control (conference360__Visibility_Control__c)
 - Waitlist (conference360__Waitlist__c)
 - Webinar/Meeting Join URL (conference360__Webinar_Join_URL__c)
 - Webinar Registration Failed (conference360__Webinar_Registration_Failed__c)
 - Waitlist Join Date/Time (conference360__Waitlist_Join_DateTime__c)
 
Add the Form Answers Report Button to the Event Page Layout
- Go to Setup.
 - Click the Object Manager tab.
 - In the Quick Find box, enter and click “Event” (conference360__Event__c).
 - Click the Page Layouts tab.
 - Click the layout to which you want to add the quick action button.
 - Click Mobile & Lightning Actions.
 - Find Form Answers Report and drag and drop it onto the page.
 - Click Save.
 
How it Works
After a user clicks the Form Answers Report button, a report is generated, formatted, and emailed to the current user.
The results or information visible in a report depend on the permissions/access of the user creating the report and fall into one of the following scenarios.
Full Access
If a user has access to all the data and generates a report, they will see the confirmation message and receive an email with a report, which will include all the column labels and data.
Some Access
If a user has access to some, but not all, of the data and generates a report, they will see the confirmation message and receive an email with a report, which will only include columns/data related to the objects/fields they have access to.
No Access to the Data
If a user doesn’t have access to any data in a report and generates a report, they will see the confirmation message and receive an email with the report. The attached report will only include the Form Elements (questions) as column headers and one Attendee per row, but the columns with data the user doesn’t have access to will be omitted.
No Data
If a user generates a report without data, they will see the confirmation message and receive an email with a blank report.
Report Formatting for Multiple Forms
If a user, who has access to all data points, generates a report that contains Form Submission Answers (question responses) from an Event-level Form, two unique Event Item-level Forms, a post-Event Form, and a Form for a Session with only two Session Attendees…
The report will be formatted with a Form Element (question) in each column as the header, and one row per Attendee. Each column also indicates which Form the Form Element came from. If a Form/Form Element does not apply to an Attendee, that cell will be blank.
The Attendees will be listed in the first row in the following order: Event, Event Item, Session, and post-Event.
New Email Template
The process of creating and sending a report to a user includes the “Blackthorn Formatted Form Response Report” Email Template. The Email Template includes the following text.
Subject: “Your Blackthorn Form Response Report is Ready”
Template description: “This email template is used as the automated delivery message when a user generates an attendee form response report via the quick action on the Event record in Salesforce.”
Template body: ”The attendee form response report for [Event Name] has been generated and is attached to this email as a CSV file.
Report details:
- Each row represents a single attendee.
 - Each column corresponds to a form question.
 - Only Attendee fields included in the configured Attendee field set are included alongside form data.
 - Data respects Salesforce user-level permissions; only accessible fields are included.
 
If you did not initiate this report or have questions, please contact your system administrator.
Please note that if the email report is empty, it is likely because no attendees have registered for your event.”
Create a Report
An Event must have one or more Blackthorn Events Form Submission responses to create a report. Clicking the Form Answers Report button creates a report with Form Submission Answers for the Event.
- Open an Event record.
 - In the drop-down navigation menu, click Form Answers Report.
 - Click Generate Report.
 
The user will see the following message: “We are generating your report! We'll send it to [user email] when complete. Delivery time varies depending on the size of the event.”
The user will receive an email with an attached report in .xls or .csv format. The report will include the following:
- Columns represent questions and contain the Form Element labels. The Form Submission Answers appear left to right in the same order as the Attendee encounters them on the Attendee.
 - The first column contains Attendee fields from the field set. The Attendee ID and Attendee Name (Field Name: Name) are the default columns on the field set, but not on the report itself.
 - Rows represent Attendees.
 - Attendee answers populate the intersecting cells (column x row).