Is there such a thing as a "selection formula" for reports?

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    neicelandichorseclub
    Asked on December 27, 2017 at 11:20 AM

    Hi,


    I am using a JotForm form to collect memberships for a horse club. 

    When a member pays their dues each year, I select the year paid in the "Payment History" field in my form.


    How do I display only those paid for 2018 in a report?


    thanks,


    Amy

  • Profile Image
    Adrian
    Answered on December 27, 2017 at 11:40 AM

    I suggest you use the Visual Reports which have Filtering options (Date filters which must be what you're looking for, and Question & Answer filters).

    To create a Visual Report, click the form you want to work on, click the Reports button, then Add New Report. Chose Visual Report Builder (see screenshot)

    1514392558visual.png

    After clicking next, you will be redirected to the Visual Report Builder.

    There you can choose how you want your data to be displayed. I suggest Grid or Text Grid.

    To add a Filter, click the Filters button then Add New Filter.

    1514392725fil.png


    Choose Submission Date and then Select your preferred option (Custom range).

    Here is a comprehensive guide about Visual Report filters: https://www.jotform.com/help/281-How-to-Use-Visual-Report-Filters


  • Profile Image
    neicelandichorseclub
    Answered on December 27, 2017 at 12:15 PM

    THANKS SO MUCH!

    Works perfectly!

    Amy

  • Profile Image
    Adrian
    Answered on December 27, 2017 at 12:24 PM

    You're welcome Amy. You can get back to us anytime.