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

  • slespinasse
    Asked on November 1, 2016 at 3:18 PM
  • Kevin Support Team Lead
    Replied on November 1, 2016 at 9:08 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. 

  • slespinasse
    Replied on November 2, 2016 at 8:16 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!!

  • Jan
    Replied on November 2, 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.

    Is there a way to customize reports? I would like to categorize by School/Department Screenshot 20

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

  • slespinasse
    Replied on November 2, 2016 at 1:22 PM

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

  • Jan
    Replied on November 2, 2016 at 4:14 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.

    Is there a way to customize reports? I would like to categorize by School/Department Screenshot 40

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

    Is there a way to customize reports? I would like to categorize by School/Department Screenshot 51

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

    Is there a way to customize reports? I would like to categorize by School/Department Screenshot 62

    Hope that helps. Thank you.