User Guide

 

How to Create an Excel Report

How to Create an Excel Report

The Reports feature lets you generate an Excel Report of the submissions and share it with others. 

1. Go to the MY FORMS page.

2. Select the form you want to generate a report from.

3. Click the REPORTS ▼ menu.

4. Then click ADD NEW REPORT.

5. On the modal popup, choose EXCEL REPORT then click NEXT.

6. You can choose which FIELDS are included in the report. For added layer of security, you can enable PASSWORD PROTECTION. Click NEXT to proceed.

7. Copy the generated EXCEL REPORT URL then click CLOSE when you're done.

Example result: https://www.jotform.com/excel/72652635460053

Comments and suggestions are welcome below. If you have a question, post it in our Support Forum so we can assist you.

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22 Comments...

  • DavideCorda

    Is it possible to change the name of the excel sheet ('Submissions') into another one?

  • RobynDouglass

    Can we edit or delete a report ? ie realise we would like to modify the details exported or start all over again

  • NCUCapex

    When exporting my data into Excel, it presents the fields horizontally. Is there a way to present the information in Excel so that it presents the fields vertically? Example:
    Field 1 Field 2 Field 3
    Want it like this:
    Field 1
    Field 2
    Field 3
    Thanks!

  • cris74

    When will you replace the manual process by an automatic data flow, as already exists for Google sheets?

  • promisedlands

    I have multiple forms. Part of the filled in items are everytime the same (name, email, stuff like that).

    Can I change the order in the Excel reporting? For instance: I have 8 forms with different questions on each, but all have somewhere in the form a question about name and email. I want to generate excel reports for all 8 forms that I start everytime with the recurring data (name, email etc).

  • prossmann

    Is there a way to format the Excel report so that columns are either left justified, or some are centered?

  • dreamforge

    Can I link this excel report to update automatically to my excel online account / MS sharepoint account - so that it shows latest data of all in one place so that I can share it?

  • drwilburne

    Is it possible for the excel spreadsheet to separate selections with a comma when a user submits an answer with more than on answer? Example: Please select all counties that you serve. Mifflin, Juniata, Dauphin, Philadelphia, etc...

  • QCGU

    If my form is encrypted how do I un-encrypt the report. I keep getting code in my excel report.

  • wengriffinapt

    Is there a way to create an Excel report that is a consolidation of submissions from multiple forms?

  • LFDjotforms

    I am trying to download and excel report; however it limits me to 10,000 occurrences. How do I expand it so that I can get all of the data on one report?

  • bthompson7474

    I'm looking at running a report that is a summary of all the data for each questionnaire. How do I do that?

  • katherinekay

    Hi,

    Is there a way to create a report of only new submissions, i.e. those that were not pulled out in previous versions?

    Thanks!

  • mrotjan

    It would be great if we could add a deliminiator for multiple select items to the excel report.

    Thanks!

  • Steve Breeden

    We are currently running a Homecoming event with many single events held within it. http://www.jotformpro.com/form/41793566198975. Currently, it is dumping all the individual event information under one column of cells called "Events: Products. This means we have to look by hand to see which events the customer is signed up for and how many are attending each event. I need this information to be listed separately by each event and number attanding each event. Can this be done?

  • Ben

    cool something I was looking for. This page I use definitely in my top 10 for theme excel. The following is also very helpful. Look at http://www.excel-aid.com/excel-report-applying-report-layouts-and-styles.html

  • russ1111

    Hi,

    Can I get an excel or CSV file to automatically get updated into my dropbox folder??

    This would be seriously useful.

    Cheers

    Russel

  • DEYC

    In my form http://form.jotform.com/form/20425050478 in the last item: the report includes payee info and payee address all in the last DInner Cost column. How do I get it to separate payee info and payee address into their own columns in xl sheet? Having it all in one column adds many keystrokes to get it to a workable size. Do like your app!

  • purplegroup

    Is this link that is being generated constantly updated with new submissions? Or is it only capturing current submissions before the final step of the wizard report?

  • Dew

    I mean the field names that can be inserted when generating email.

  • Dew

    How can I get the short column names (fieldname) in the Excel Report?

    Thank you.

  • hayflick

    How do I set up regular emailing of my reports?