Where is the option to edit visual report?

  • Kynder
    Asked on August 16, 2018 at 4:59 PM

    I am trying to retrieve a visual report I created yesterday and I am unable to retrieve it. When I contacted customer service, I received a message to go to My forms, click on reports and select "view" a report you created. However when I try this method, I am not given the option to "view" a report I created (screen shot showing that this option is not showing provided). Where is this option? I have been working on this assignment for the past two days, I would hate to think that the report has been lost.

    How can I retrieve the visual report that I saved? Also, once the saved report is found, how can I go into the report to make future edits? Thank you in advance for your quick response on this issue, as I am working on a very tight deadline.

     


    Jotform Thread 1555428 Screenshot
  • Victoria_K
    Replied on August 16, 2018 at 6:19 PM

    Hello,

    My apologies if I've misunderstood your problem. You can edit the report when you hover it's name. Please see the screen cast:

    1534457838screencast55 Screenshot 10

    Here is related guide: How-to-Create-a-Visual-Report-with-Your-Form-Submissions

    Hope this helps!

  • Kynder
    Replied on August 17, 2018 at 9:43 AM
    Im sorry for the confusion. But this does not completely answer my question. What I need to know is:
    1. How do I retrieve a saved visual report? I was sent instructions to go to “my forms” select the survey I wanted, then go to reports and select “view” reports I have saved. However, when I try this, I am not given then option to view any reports I have saved. Please provide instructions on how to retrieve saved visual reports.
    2. I also need to know how to edit a SAVED report. I believe the instructions you provided are how to edit the actual survey, but not a saved report. I need to be able to 1) retrieve the visual report and then 2) make edits to that report.
    Thanks for your help.
    ...
  • Victoria_K
    Replied on August 17, 2018 at 11:56 AM

    Apologies on misunderstanding. You can edit report template as was previously shown. 

    If you want to download the report, you may click on it's name:

    1534521347Screenshot 3 Screenshot 10

    If you need to get a link to your report, it can be received through "Share" option when report is edited:

    1534521403screenshotucrik Screenshot 21