---
title: Additional Forms - Review and Summary Statistics
description: Select users will have access to the Review and Summary tabs within the Overview section of Auxita. These tabs display various statistics about Additional Forms based on filters.
---

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1. [Auxita Help](https://help.auxita.com/?hsLang=en-ca)
2. [Additional Forms](https://help.auxita.com/additional-forms?hsLang=en-ca)

June 15, 2026

# Additional Forms - Review and Summary Statistics

## Select users will have access to the Review and Summary tabs within the Overview section of Auxita. These tabs display various statistics about Additional Forms based on filters.

#### **Review**

The **Review** tab contains all **In Progress** Additional Forms.  

Use the filter to choose the **Type** of Form, or a specific **Form** by name.  

![Lightbulb icon](https://partners.auxita.com/hs-fs/hubfs/Knowledge/Lightbulb%20icon.png?width=24&height=22&name=Lightbulb%20icon.png) **TIP** **Advanced filters** allow you to narrow your search by status even further.  
![Advanced filters with dropdown menus for filtering/refining search.](https://partners.auxita.com/hs-fs/hubfs/image-png-Oct-29-2025-03-09-08-7964-PM.png?width=354&height=109&name=image-png-Oct-29-2025-03-09-08-7964-PM.png)

**Unselect All** may be used to clear the chosen filters. 

![Review tab, showing the filters and form type](https://partners.auxita.com/hs-fs/hubfs/image-png-Oct-29-2025-03-20-59-2039-PM.png?width=670&height=299&name=image-png-Oct-29-2025-03-20-59-2039-PM.png)

The **Statistics** at the top of the page can be filtered by YTD (Year to Date) or MTD (Month to Date) and reflect the **Type** or **Form** selected. 

You’ll see the total number of requests created in the selected time period as well as counts for any requests that were completed in the selected time period.  

![Filtered to YTD (year to date)](https://partners.auxita.com/hs-fs/hubfs/image-png-Jun-18-2025-11-31-45-0662-PM.png?width=670&height=98&name=image-png-Jun-18-2025-11-31-45-0662-PM.png)

Changing the time period updates the **Statistics**. 

![Filtered to MTD (month to date)](https://partners.auxita.com/hs-fs/hubfs/image-png-Jun-18-2025-11-31-51-3079-PM.png?width=670&height=99&name=image-png-Jun-18-2025-11-31-51-3079-PM.png)

#### **Summary**

The **Summary** tab only displays Additional Forms that have been moved to the **Completed** stage. 

Similarly, you can choose to filter by **Type** or **Form**.  

Select the **Type** and/or **Form**, then adjust the timeframe using Year, Month (including “Full Year”), or quarterly options (Jan–Mar, Apr–Jun, Jul–Sep, Oct–Dec). All metrics update to match your selection.  
![Summary filtered showing the Year and Month filters.](https://partners.auxita.com/hs-fs/hubfs/image-png-Jun-18-2025-11-32-29-0938-PM.png?width=589&height=232&name=image-png-Jun-18-2025-11-32-29-0938-PM.png)  
![](https://pb-production-editor-images.s3.amazonaws.com/274057/1n50mga5kw2y6kd9c4v59ngbv9g3/image.png)

Within the **Statistics** at the top of the page, you will see the total number of requests created in the selected time period, as well as counts for any requests that were completed in the selected time period, reflective of the **Type** or **Form** selected. 

Changing the time period updates the **Statistics**. 

For more information on the Summary Cards within the **Review** and **Summary** tabs, please see: [Understanding Summary Cards for Additional Forms](https://help.auxita.com/understanding-summary-cards-for-additional-forms-?hsLang=en-ca)

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