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    Allow renaming on the Column headings for CSV, Excel, Grid and HTML reports

    Asked by tbawa on August 04, 2015 at 12:05 AM

    Getting to the submission data in JotForm is largely achieved by attaching reports to your form.

    While the feature is great and satisfies many needs it could do with some more customisation options as appropriate presentation of the submission data, which in the end end is business data, is important.

    I am referring here to the tabular report formats supported like: Excel (CSV and XLS), Grid, HTML.

    My wish list is:

    Customisable column headings - the one-to-one link to the form field label is not appropriate in all cases, allow us overwrite this in the report definition

    Customisable column order - the way the fields are sequenced on the form is not always the most appropriate way to present the same data when shown as a table

    Customisable for fields that have sub fields or columns (Name, Address, Matrix, Configurable List...) if they are presented as single or as multiple columns - again separate the form presentation from the report presentation as the audience or the way its processed may differ

    Customisable for multi-row fields (Matrix, Configurable List and other multi row controls) if they are presented as a single row with multi-line content in the relevant cell or as multiple rows with single element content in cell - again what suits one business may not suit another - give us the option

     

    Thanks for listening

    rename headings csv report excel report grid report html table report
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    JotForm Support

    Answered by Charlie on August 04, 2015 at 04:27 AM

    Thank you for your feedback, some of the request might not be implemented as the reports you have mentioned are generated quite differently. Like the Excel and CSV, they can manually be edited in the Excel editor but not before it is downloaded in our end.

     

    For the HTML and Grid, we could send feature request on them based from the wish list that you have. But I cannot guarantee the implementation of it as it is dependent on the current workload of our developers. 

     

    For now, the most customisable way to present your reports is using the Google Spreadsheet integration. Create a separate spreadsheet and reference the data from the integrated spreadsheet, from there, you can present it in a way you like. We also have a Submissions View app that may help you.

    It that doesn't work, I could create separate threads for your wish list so that we can better discuss it and we can forward it to our developers as a feature request.

     

    We'll wait for your response.

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    Answered by tbawa on August 04, 2015 at 06:13 AM

    Thank you for your response.

    To respond in more detail:

    "Excel and CSV, they can manually be edited in the Excel editor"

    Sure, but avoiding manual post processing is the point I like to avoid as it is cumbersome.

    "using the Google Spreadsheet integration"

    Fair point but assumes as a business in which you want to share data and put it into your own processes that you have a Google Apps subscription. In our case we have a Microsoft Enterprise On-line subscription (we are a non profit organisation and have a free subscription). So for us Sharepoint integration would be much more useful. But that's beside the point. It still requires customisation and integration with another environment adding to the overall complexity and work required.

    "We also have a Submissions View app that may help you"

    Nice, but not quite there yet in my opinion.

    In my view the out-of-the-box experience with JotForm is pretty good. Adding these, what look to me, minor enhancements, would further improve that experience. It will not solve all problems users have with their submission data extraction and presentation and for some further customisation and integration with their own systems is no doubt needed. But a subset of your users will be better served.

    Is it enough to warrant the development costs? That's your call - I am only making suggestions here.

    Please create enhancement requests from this as you see fit and matching whatever internal processes you have.

     

    Cheers

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    JotForm Support

    Answered by Charlie on August 04, 2015 at 10:05 AM

    Hi,

    Thank you for your details response. For me to forward this request, I have separated the other 3 wishlist on a separate thread.

    For this thread, could you clarify your request on this question:

    "Customisable column headings - the one-to-one link to the form field label is not appropriate in all cases, allow us overwrite this in the report definition"

    Would you like to have an option to change the column names before processing the CSV, Excel, Grid and HTML report without actually changing the form field labels. Is that correct? We'll wait for your response.

     

    For the other requests that you have, you can refer to these links:

    http://www.jotform.com/answers/627897 

    http://www.jotform.com/answers/627899 

    http://www.jotform.com/answers/627900 

     

    Thank you.

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    Answered by tbawa on August 04, 2015 at 10:08 AM

    Correct, when setting up the report, e.g. when selecting the columns to show, have an option to set a column header.

     

    Thanks

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    JotForm Support

    Answered by Charlie on August 04, 2015 at 10:49 AM

    Thank you for the confirmation.

    I have forwarded this feature request to our developers. We will update you on this thread when this feature has been implemented or if there are any news on this. However, as mentioned on the other thread I also answered, I'm unable to guarantee that this will be implemented anytime soon. 

    Thank you for your feedback to help us improve our product. :)

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    Answered by dougblystone on April 23, 2016 at 09:09 AM

    There is really a need to set teh column header 'somewhere'.  I am using a survey matrix, and its naming it (uniquely, but not intuitively) as I'd like. 

    Also, I'd like to have a 'transformation' assignment in that grid.  Ie, if the column is "Point' I'd like to assign the 'value' of 1 else 0. 

     

    Any way to do either of those at this point?

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    JotForm Support

    Answered by Welvin on April 23, 2016 at 10:25 AM

    @dougblystone I have opened a new thread for your question. Please find it in the link below;

    https://www.jotform.com/answers/825015