How to Create an Excel Report

August 14, 2023

The Reports feature in Jotform allows you to generate Excel reports of your forms’ submissions and share them with others.

To create an Excel report

  1. Go to My Forms and choose a form.
  2. Open Reports at the top, then select Add New Report.
Steps to add a new report in My Forms
  1. On the next page, select Excel Report.
The Excel Report option on the Create a new report page
  1. Next, choose your desired options for your report.
The Excel Report configuration page

Here are the available options:

  • Report Name — Your desired report name.
  • Fields — The form fields to include in your report.
  • Password Protection — An optional but added layer of security.
  1. Once you’re done, select Create at the bottom.
  2. In the confirmation dialog, copy your report’s link or download your report as Excel.
Your Report is Ready
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

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