How to create a sales report?

my next step is now to get in my report a calculation by client to see over the months how much each client spent with me?

Hi Marius,

Thanks for patiently waiting. Can you explain a bit more about the goal you have in mind? Were you trying to create a report from your form submissions or just add a calculation to your Jotform table to see how much each of your client spent with you? Please confirm.

As soon as we hear back from you, we can move forward with a solution.

Hi I do use the report from the submissions so not sure if it is possible to get it as part of the report. My goal is to see what client spends the most in each month

Hi Marius,

Thanks for reaching out to Jotform Support. If you would like to gather all the data from the form submission to make a report on which client spends the most each month. I suggest you create a report using Excel or Grid Listing to filter the months you want to get how much each company spent for each month. Check out the guides below related to creating reports.

How to Create Form Reports in Jotform

How to Create an Excel Report

How to Create a Grid Listing Report

Give this a try and let us know if you have any other questions.

Thank you for the feedback, is there a template I can use for what I am now trying to create here with this form. What I need is to keep track of sales so the tracking is of Client, product range and money spent. It all will be captured manually but need a report connected to the form that can be generated automatically.

Hi Marius_Maritz_marius, 

Thanks for reaching out to Jotform Support. With Jotform Report Builder, you can easily generate visual reports that are based on your submission data and we have two ready-made templates (Extended Report and Compact Report). Let me show you how to set it up:

1. On your My Forms page, select the form that you want to create a report for.
2. Click on Reports at the top of the page, and then click on Add New Report.

3. Now, select Visual Report Builder, which will open Report Builder.

4. Enter a Report name.

5. Choose a Report Type:

• Blank – you can add and place charts manually.
• Extended Report – a single chart is shown per page by default.
• Compact Report – two charts are shown per page by default.

6. Then, click on Create and that’s it. You’re done.

For the Extended and the Compact report types, Report Builder will automatically create a chart for each form field or widget on the form. We also have a guide about How to Create a Visual Report with Your Form Submissions that you can check out.

Give it a try and let us know if you need any help.