Documentation

Quick Start Tutorials

• Create a Simple Database with no Partners
• Create a Database for Multi-Partner Reporting
• Create a Database for Case Management
• Get started with Data Entry

Managing your Account and Subscription

• Requirements
• Manage your Account
• Manage your Subscription
• Update ActivityInfo

Organizing Data and Designing Forms

• Add a Database, Form or Folder
• Form Templates
• Design a Form
• Translating your database
• Copy a Form
• Working with Collection Links
• Edit a Database, Form or Folder
• Delete from a Database, Form or Folder
• View a Database Audit Log
• Viewing Problems related to a Database
• Recover data

Entering and Viewing Data

• Add a Record
• View Records in Table View
• View Records in Map View
• View Record History
• View an Attachment
• Filter and Sort Records
• Edit a Record
• Delete Records
• Import Records
• Print Records
• Go offline
• Add and View Records using a Mobile Device

Exporting Data

• Export Records of a Form or Subform
• Export all Records of a Database
• Export Attachments

Designing Reports

• Add a Report
• Add a Pivot Table or a Chart (Bar, Line, Pie)
• Add a Map
• Add a Notebook
• Add a Dashboard
• View a Report
• Edit a Report
• Delete a Report
• Export a Report
• Share or Publish a Report

Managing Users, Roles, Permissions and Locks

• Managing Users, Roles, Partners & Permissions
• Manage Locks
• Leave a Database

Integrating with External Systems

• Power BI and Excel
• API Reference
• R Package Reference
• Python Package

Appendix

• Glossary
• Roles & Database Templates
• Forms and Fields
• Field properties
• User Interface Overview

Formulas

• Overview
• Logical Functions
• Text Functions
• Date & Time Functions
• Statistical Functions
• Mathematical Functions
• Miscellaneous Functions

Self-managed server

• Administrator's guide
• Debian Linux installation
• Windows Server installation
• Docker deployment

Surveys

• Sample size calculators