Pull Contacts with No Form Results

How to pull a list of contacts in the system with no activities or assessment forms

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

If you would like to pull a list of all of your contacts that are missing activity or assessment forms, you can do so in the Report Builder using the instructions below:

1. Navigate to the Report Builder and start a new blank report

2. In the Report Builder options, un-click the "Require form result" box

3. Add the demographic information needed to identify your contact (name or Unique ID)

4. Click the + next to the "Activities" or "Assessments" branch to open up a list of all activities or assessment forms

5. Click the + next to the first activity or assessment form, then click the checkbox next to one of the form fields to add it to the Report Builder (the field that you choose doesn't matter, but Unique ID for this form result is recommended).

You will now have a list of all of your contacts in the system and a column for the first activity form. A contact will either have data in this cell (meaning they have a form result) or the cell will be blank (they do not have a form result).

Repeat with each form in your Report Builder list.

6. Once you have the fields pulled into the Report Builder, you'll want to filter each column to only show the contacts where the cell is empty. Click on the filter icon next to the form's name

7. Click "Is Empty", then "done"

8. Repeat with each column until you have a list of contacts with no form results

You can save the report or export it as a CSV or Excel file. 

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