How to Create an Excel Report

October 1, 2026

Jotform lets you create an Excel report from your form submissions, making it easier to organize and work with your collected data in a spreadsheet. You can generate a report based on your submissions and use the resulting Excel file for further review or analysis.

Whether you need to organize submission data, review responses, or share your collected information with others, an Excel report gives you a convenient way to work with your form data outside of Jotform.


Creating an Excel Report is easy. Here’s how to do it:

  1. On the top-left side of your Workspace page, click on Create.
Jotform Workspace page with the Create button visible in the top-left corner for starting a new Jotform project
  1. Then, in the menu that opens up, select Report.
Jotform Workspace Create menu showing the Report option for creating a new report
  1. Now, in the Choose your Report Type page, click on Excel Report.
Jotform Choose Your Report Type page showing the Excel Report option for creating a report in Excel format
  1. Next, in the Select a form page, search for the form you want to use in the Search bar at the top. Or select it directly from the list of forms. For example, Agreement Form.
  2. Then, click on Next.
Jotform Select a Form page showing a Search bar and list of available forms, with Agreement Form selected and the Next button available to continue creating an Excel Report
  1. Now, set up these things:
    • Report Name — Enter a name for your report to help you identify it.
    • Fields — Select the fields you want to include in your report.
      • Select All — Select all available fields for your report.
    • Report Configurations — Customize the access and submission links included in your report.
    • Password Protection — Require a password to access the report.
    • Show Edit URLs — Include links that allow you to edit the corresponding submissions.
    • Show View URLs — Include links that allow you to view the corresponding submissions.
  2. Then, click on Create at the bottom of the page, and you’re done.
Jotform Excel Report setup page showing options for Report Name, Fields, Select All, Report Configurations, Password Protection, Show Edit URLs, and Show View URLs, with the Create button at the bottom

You’ll then be prompted that the Excel Report is ready, and now you can do the following things:

  1. Copy Link Button — Copy the Excel Report link to your clipboard.
  2. Download Report Button — Download the Excel Report to your device.
  3. X Button — Close the Excel Report window.
Jotform Excel Report Ready window showing the Copy Link, Download Report, and X buttons for sharing, downloading, or closing the report

That’s it. With Jotform’s Excel Reports, you can efficiently organize, analyze, and share your form submission data. Whether you need to track responses, generate insights, or collaborate with your team, this feature streamlines the process.

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