Is there a way to customize reports? I would like to categorize by School/Department.

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    slespinasse
    Asked on November 01, 2016 at 03:18 PM
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    Kevin_G
    Answered on November 01, 2016 at 09:08 PM

    You could indeed customize reports and select the data that will be shown in it, but I'm not sure if I understood how you would like to customize it, I would suggest you to take a look to the Visual Report, it will allow you to display info from one field only in a visual way, here is the link to the guide that will help you to set it up: How-to-Create-a-Visual-Report-with-Your-Form-Submissions

    However, you could also provide us more details about how you would like to categorize the submissions and we will be glad to help you. 

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    slespinasse
    Answered on November 02, 2016 at 08:16 AM

    I would like to generate a report of responses, grouped by School or Department (from a drop down list).  We will use the form for work orders, and each technician will have a report generated for their respective schools.  So each report (of 3-4 locations) will hopefully look something like this:

    High School |  Central Office |  ECC

    High School

    Date 1

    Case # 1   Requested by: ___  Submitted by: ___  Location: Rm 807  Category:  Projector

    Description:  Projector not working.

    Date 1

    Case # 2   Requested by: ___  Submitted by: ___  Location: Rm 807  Category:  SmartBoard

    Description:  SmartBoard not working.

    ECC

    Date 1

    Case # 2   Requested by: ___  Submitted by: ___  Location: Rm 807  Category:  SmartBoard

    Description:  SmartBoard not working.

     

    Thank you!!

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    Jan
    Answered on November 02, 2016 at 12:42 PM

    You can actually create multiple reports here in JotForm. Please check the Visual Report, Grid Listing Report and HTML Table Listing Report. Here are some guides:

    -How-to-Create-a-Visual-Report-with-Your-Form-Submissions
    -How-to-Create-a-Grid-Listing-Report
    -How-to-Create-an-HTML-Table-Listing-Report

    In these reports, you have an option to chose what field will be included in the report.

    If you're having any issues, let us know. Thank you.

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    slespinasse
    Answered on November 02, 2016 at 01:22 PM

    Thank you, I did look at these reports, but I don't see a way to group responses.  Is that feature available?

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    Jan
    Answered on November 02, 2016 at 04:14 PM

    You can customize the PDF submission before you download it using the PDF Designer. You can move the fields question and the answers provided by the user. Here's how:

    1. In My Forms, select the form and then click the "Submissions" page.

    2. In the Submissions page, click the "PDF" button and then select the "Customize PDF" option.

    3. You can resize the fields and move the fields in the PDF Designer.

    Hope that helps. Thank you.