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    How to create filter by client in the Visual Report Builder?

    Asked by dmespecialist on March 24, 2015 at 08:07 AM

    I am a consultant in the healthcare services field. I need to audit or monitor certain processes for my clients. In order to do so, I create for them several tools such as satisfaction surveys and logs. Since I can use the same tool for more than one client, I wonder if I can isolate the data of each one to have separate reports (with their graphs).

    filters Visual Report filter report filter by client
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    JotForm Support

    Answered by Welvin on March 24, 2015 at 11:15 AM

    Hi,

    I'm sure that is possible, you can use a single field from the form to create a filter. For example, in this form: http://www.jotformpro.com/form/50334131348951, you can use the "Compañia" field when creating a filter.

    You can use "is" or "contains" from the second dropdown in the filter.

    Just please create a visual guide: 

    https://www.jotform.com/help/187-How-to-create-a-Visual-Report-with-your-Form-Submissions

    Then create the filters:

    https://www.jotform.com/help/281-How-To-Use-Visual-Report-Filters

     

    I've cloned your form and made a sample, here's the link: https://www.jotform.com/report/50824633994060. As you could see, you can only see 2 for the filter created for "Welvin".

    Another filter for "WRCINC" here: https://www.jotform.com/report/50824090720044

    You can view my entire form submissions here: https://www.jotform.com/grid/50824343317047.

    Here's my form link: http://www.jotformpro.com/form/50823995358973 

    Let us know if you have any further questions or if you need further assistance about this matter.

    Thank you!