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JatiscarenoAsked on June 3, 2015 at 10:39 AM
The report must do the following:
1. Be able to filter by a client's first and last name.
2. Be able to display all answers.
3. Print version must have pre-configured page breaks and field layout on the page.
Is this possible?
Thank you!
Alex
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Aurora JotForm SupportReplied on June 3, 2015 at 12:19 PM
In order for you to create your form, please take a moment to read the following useful guide:
http://www.jotform.com/help/2-How-to-Create-Your-First-Web-Form
and:
http://www.jotform.com/help/106-How-to-Use-the-Form-Templates
For you to create reports, please find inside these guides, step by step instructions:
http://www.jotform.com/help/101-How-to-create-an-Excel-Report
http://www.jotform.com/help/187-How-to-Create-a-Visual-Report-with-your-Form-Submissions
http://www.jotform.com/help/281-How-To-Use-Visual-Report-Filters
http://www.jotform.com/help/103-How-to-create-a-CSV-Report
I hope this information helps.
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Alex TiscarenoReplied on June 5, 2015 at 1:37 PM
Dear Aury -
Before I sent the original support ticket, I did go through the report links help offered by JotForm. Unfortunately, they provided no insight into how to do the print report layout. Below is a link to demonstrating more or less the goal we wish to achieve with the visual report/print layout.
https://www.mypbhs.com/truform/PdfToHtml/TruFormHTML.aspx?form=mcgann/main/reg/form.pdf
Is there a way in JotForm to replicate such a layout for print after the applicant completes the existing JotForm of my client? Please advise and thanks!
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jonathanReplied on June 5, 2015 at 3:54 PM
You can print the form with its same layout with the existing applicant data already on it.
Please check a similar idea from this thread
-Can-I-Print-form-Submission-with-layout-similar-to-the-created-form
Steps
1. Go to the your form submission page.
Inside of this guide you can find out how to view submission:
http://www.jotform.com/help/269-How-to-view-Submissions
2. Inside of submission page, click on the EDIT button on top
3. While you are on the Edit mode, click on the Print button of the your form.
4. Print and follow the print dialog/instructions.
This should give you a print output with layout similar to your form.
Let us know if this still will not work for you.
Thanks.
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JatiscarenoReplied on June 5, 2015 at 4:23 PM
Jonathan -
Thank you for the information on getting the form to generate a print report. Here are some questions:
1. Can the existing fields be relocated to reside side by side horizontally instead of vertically to save space on the display/print out?2. For long text fields, can the question be laid out stretching from left margin to right margin and then have the answer field reside underneath (also stretching from let margin to right margin)?This would also save paper upon display/print out.3. Can an existing radio button field be converted to a drop down menu format?4. Is there a way to configure existing fields to be required fields for applicant input? If so, how?Thank you for your time and assistance.
Alex Tiscareno
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jonathanReplied on June 5, 2015 at 5:14 PM
Hi Alex,
Since your next questions were about different topics, I had created separate thread for each of them here
http://www.jotform.com/answers/583059
http://www.jotform.com/answers/583060
http://www.jotform.com/answers/583061
http://www.jotform.com/answers/583062
We will attend to them shortly.
Thanks.