Reporting Services

Quik! makes several reports available via a REST API. The intent behind this reporting service is to enable business intelligence and analytics with data from Quik!. Reports that are, or can be made available from Quik!, include form usage statistics, form build statistics and account statistics. Aggregate data reports are available for comparing your account to Quik! usage overall and for getting a sense of how the industry uses forms. Quik! is in use by well over 100,000 end users and generates millions of forms, which can provide a reasonable analysis for usage patterns.

Endpoint URL: https://websvcs.quikforms.com/rest/reporting/

Endpoint Documentation: https://websvcs.quikforms.com/rest/reporting/swagger/index.html

How To Use These Reports

When calling Quik! APIs, including these report APIs, you'll need to pass your Master Account credentials which are the same used to generate forms. Reports can be run at two levels - at an aggregate level that includes all customer data excluding private information (i.e. no customer names or account level data) and at a partner and customer level (i.e. by CustomerID). Partners and customers who manage multiple customer accounts at Quik! can enter their Partner CustomerID value (i.e. the top-most CustomerID) and the report will return data for that CustomerID and all sub-account CustomerIDs. If a CustomerID does not have any sub-accounts then only the CustomerID's data will be returned.

The reports listed below are designed to enable business intelligence reporting and analytics. As such, many of these reports contain data at finer points of detail than you may want to initially report but can be used for drilling down. For example, you may want to show how many forms a customer generates per year and then drill down by month and then by day. If you do not need to drill down to the finer detail elements then please select the highest level report that you need - for example, if you need a report on monthly usage then use the Trees Saved by Month report, not the Trees Saved by Day report.

Report Categories

Reports are grouped into several categories:

Category	URL Prefix	Description
Aggregate	/aggregate/	Aggregate data from all Quik! customer accounts
Field Rules	/fieldrules/	Attributes and rules set up on the customer account
Forms Library	/formslibrary/	Reports about form library statistics
Forms Usage	/formsusage/	Form usage statistics at a customer account level
Partners	/partners/	Reports for partners to use with all their customer accounts

NOTE: When implementing these reports please restrict your API calls for reporting purposes only - not for transaction purposes. For performance reasons you should only request data for the dates needed.

Available Reports

The reports below are documented as working. There may be other reports available at the end point that are not finalized or published - use at your own risk.

Service	URL	Type	Service Description
AggregateTrees Saved By Day	/aggregate/TreesSavedByDay	GET	This method takes in a Start Date and End Date to return the number of forms viewed, pages viewed and trees saved by day, day of week, month and year for all Quik! customers in aggregate.
Aggregate Trees Saved By Hour	/aggregate/TreesSavedByHour	GET	This method takes in a Start Date and End Date to return the number of forms viewed, pages viewed and trees saved by hour of day, day, day of week, month and year for all Quik! customers in aggregate.
Aggregate Trees Saved By Month	/aggregate/TreesSavedByMonth	GET	This method takes in a Start Date and End Date to return the number of forms viewed, pages viewed and trees saved by month and year for all Quik! customers in aggregate.
Field Attributes By CustomerID	/fieldrules/FieldAttributesByCustomerID	GET	This method returns all of the active field rules and attributes set up on a customer's account.
Active Dealer Count By Dealer	/formslibrary/ActiveDealerCountByDealer	GET	This method takes in a Start Date and returns a list of the active form companies (dealers) that the customer is subscribed to
Active Dealer Count	/formslibrary/ActiveDealerCount	GET	This method takes in a Start Date and returns a count of the active form companies (dealers) that the customer is subscribed to
Subscribed Dealers By CustomerID	/formslibrary/SubscribedDealersByCustomerID	GET	This method returns a list of all form companies the customer is subscribed to (private and public)
Subscribed Forms By CustomerID	/formslibrary/SubscribedFormsByCustomerID	GET	This method returns a list of forms the customer is subscribed to
Private Subscribed Companies By CustomerID	/formslibrary/PrivateSubscribedCompaniesByCustomerID	GET	This method returns a list of private companies that the customer is subscribed to
Forms Removed In Past 30 Days	/formslibrary/FormsRemovedInPast30Days	GET	This method returns a list of forms that were removed from the forms library in the past 30 days that the customer is subscribed to
Forms Entering Build Cycle Last Month	/formslibrary/FormsEnteringBuildCycleLastMonth	GET	This method returns a list of forms that entered the Form Build cycle in the past calendar month that the customer is subscribed to
Forms Entering Build Cycle In Past 30 Days	/formslibrary/FormsEnteringBuildCycleInPast30Days	GET	This method returns a list of forms that entered the Form Build cycle in the past 30 days that the customer is subscribed to
Forms Entering FINAL Status In Past 15 Days	/formslibrary/FormsEnteringFINALStatusInPast15Days	GET	This method returns a list of forms that reached FINAL status in the Form Build cycle in the past 30 days that the customer is subscribed to
Billable Forms Report Past 45 Days	/formslibrary/BillableFormsPast45Days	GET	This method returns a list of forms that were published in the past 45 days and how many pages were fillable
User Defined Fields by Dealer	/formslibrary/UserDefinedFieldsByDealer	GET	This method takes a DealerID to return the list of only the user-defined fields on the forms owned by that company.
Trees Saved By Day	/formsusage/TreesSavedByDay	GET	This method takes in a Start Date and End Date to return the number of forms viewed, pages viewed and trees saved by day, day of week, month and year.
Trees Saved By Day By User	/formsusage/TreesSavedByDayByUser	GET	This method takes in a Start Date and End Date to return the number of forms viewed, pages viewed and trees saved by day, day of week, month, year and by user
Trees Saved By Month	/formsusage/TreesSavedByMonth	GET	This method takes in a Start Date and End Date to return the number of forms viewed, pages viewed and trees saved by month and year.
Trees Saved Past12 Months	/formsusage/TreesSavedPast12Months	GET	This method takes in a Start Date and End Date to return the number of forms viewed, pages viewed and trees saved by month over the past 12 months.
Trees Saved Past36 Months	/formsusage/TreesSavedPast36Months	GET	This method takes in a Start Date and End Date to return the number of forms viewed, pages viewed and trees saved by month over the past 36 months.
Trees Saved Since Inception	/formsusage/TreesSavedSinceInception	GET	This method returns the number of forms viewed, pages viewed and trees saved by month and year since the customer's account was established.
Forms Used By Customer By Date	/formsusage/FormsUsedByCustomerByDate	GET	This method returns a list of forms used on the customer account by date
Forms Used Per Month By Customerand Date	/formsusage/FormsUsedPerMonthByCustomerandDate	GET	This method returns a list of forms used each month by the customer
Active Customer List	/partners/ActiveCustomerList	GET	This method returns a list of active customers associated to the master Customer account (partner account)
Active License Count Past Month	/partners/ActiveLicenseCountPastMonth	GET	This method returns a count of active licenses for each customer associated to the master Customer account
Active License List Past Month	/partners/ActiveLicenseListPastMonth	GET	This method returns a list of active licenses for each customer associated to the master Customer account
Inactive License Count Past Month	/partners/InactiveLicenseCountPastMonth	GET	This method returns a count of inactive licenses for each customer associated to the master Customer account
Inactive License List Past Month	/partners/InactiveLicenseListPastMonth	GET	This method returns a list of inactive licenses for each customer associated to the master Customer account
Most Used Forms By Partner	/partners/MostUsedFormsByPartner	GET	This method returns the count of forms used by the Master Customer Account and all sub-accounts ordered by most used
Most Used Forms By Partner Customer	/partners/MostUsedFormsByPartnerCustomer	GET	This method returns the count of forms used by each customer under the Master Customer Account ordered by most used

Want More Reports?

Is there a report you wish we offered? Let us know! Send an email to support@quikforms.com with your suggestions and ideas.