Formstack allowed us to complete our reports months ahead of schedule.
September 24, 2018

Formstack allowed us to complete our reports months ahead of schedule.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Basic

Overall Satisfaction with Formstack

We used Formstack only in the Chapter Services department but, other departments had interest in it. The Chapter Services department used the software to make annual reporting easier for our chapters. In the past, chapters had to submit a detailed Word document for all their educational events for the fiscal year. Our organization then took months compiling the information (copy and paste, some typing) into a pretty, compiled, format that we distributed to all chapters.

With Formstack, we were able to create an online form that kept all the data together, and accessible via an export. The creation of the form was fairly easy, for our application. We just had to copy questions and sections, since all questions for each educational event were the same.

The only negative was the way the export pull, it pulled as one row. So, a staff member had to break the row down into multiple rows (one for every event). This might have been user error/oversight.
  • The creation of the form was fairly easy, for our application. We just had to copy questions and sections.
  • You can customize all questions/buttons/dates, etc. There was nothing that wasn't customizable.
  • The ability to allow people to pause the survey/form and come back to it using a unique link really helped our chapters with being able to pass the form off to the right person.
  • The export function wasn't user friendly. It might have been user error, but everything exported as one row. There should be different export options.
  • We were able to get our reports done MONTHS before previous years.
  • In turn, our chapters were able to use the final report to mold their upcoming year.
If you are wasting your time with Word documents, Excel sheets, or simply have to create a more inviting form for your clients or members, this will work. Our CFO and Marketing team inquired about using this for their department reporting.

Formstack Forms Feature Ratings

Survey templates
9
Themes
9
Custom logo/branding
5
Changes to live survey
10
Multiple question types
10
Survey logic flexibility
5
Data export
4
Standard reports
5
Custom reports
Not Rated
Access controls
Not Rated
Compliance
Not Rated