The Reports feature lets you generate an Excel Report of the submissions and share it with others.
- Go to My Forms and select the form you want to generate a report from.
- Click the Reports button.
- Then click Add New Report.
- Select Excel Report on the Create a new report page.
- Next will be the Excel Report setup page, which is divided into 3 sections:
- Report Name – type the name of the report that will be shown under the Reports menu on the My Forms page.
- Fields – include or exclude fields and other information such as Submission ID, Submission Date, or IP address.
- Report Configurations – enable or disable additional report settings to your preference:
- Password Protection – an optional but added layer of security.
- Click the Create button at the bottom to finish the setup.
After clicking the Create button, you will be prompted that the “Excel Report is ready”.
You’ll also see the link to the Excel Report that you created and also a button to download the report. Click the close (X) icon at the top-right corner to close the pop-up.
You may share the generated link to your report with others.
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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41 Comments:
I tried to copy the link and share the report with a co-worker, but it did not work when they tried to open it. Is said "not authorized"? Do they need a Jotform account in order to view a report?
Hi once excel report is created, is there anyway I can set up the excel report to be emailed on to people in jotform. Can this be automated daily ?
I would need to approval status to be included as a field in the excel report file
Please help!
I am creating a simple inventory form which asks how many of each item they have.
But how can I get the totals (sum) from each column under all the responses for each question? For example, if I ask all the responders "how many of item A do you have?", I would like the Excel sheet to tally everyone's responses to that question at the bottom of the column. Same with all the columns.
It is great to see all the answers to the questions. But I need to see the responses aggregated and the totals reported. Also, is there a way to turn that summed up data into graphs and charts?
Thank you!
I just found out about this feature and I'm thrilled it's available. If I share the report link with others, can they pull the most recent data as of the time they download it, meaning anytime they need an updated report in real-time they can download it with that link, or is does the link only provide data for the moment in time that it was generated? I'm trying to provide real-time reporting to a colleague that he can access whenever he needs it. Alternatively, is there an option to schedule an updated report to be sent weekly for example?
I am trying to uderstand how best to collate my data. It is ideas not numbers that will be reported in the jotform I am sending around. About 20 people will input answers to about 10 questions on their experience.
What should I use to collate this info? It is not for public consumption nor will it be on a website... Just for internal use.
Thanks!
Heidi
Saludos... Consulta. En el gratuito , no se puede revisar reportes excel o de ningún tipo o si ? Gracias por ayudar con esta duda
When I go to the "support" page, it opens it up in the same browser as my jotform builder. Is it possible to set it up so that the support stuff pops up in a new browser?
I'd like a way to switch rows and columns quickly...trying to generate sales in this COVID world and have uploaded hundreds of products, but when I download, they're going across rows instead of down a column.
Hi!
Into a form with questions that required to be qualified i.e. from 1 to 5, is it possible to get the average calculation of the answers of each one of them?
I mean, in each question (column) something at the bottom like "AVERAGE: #1: 5; #2: 7; #3:1; or maybe in percents values (#1: 20%; #2: 10%; #3: 40%; #4: 15%; #5: 15%) or simply the most selected value.
Thanks!
What is the URL where the submission file is located?
Thank You , wonderful solution
Will the excel spreadsheet update automatically as new submissions come in?
my first jotform send reports as a spreadsheet to Google drive.
My second form Jotform is sending the reports as pdf docs to google drive.
Can't find where to correct my error.
I did use the create xl report but that goes to jotform.com NOT to google drive
Thank you
qfa
A couple of people have submitted their forms but the forms have not appeard on the XL report. As the system will only allow one go at registering is there any way of adding them manually to the report. Also I have deleted one submission in error, can it be re-established?
Bueno dias. Desde mi cuenta no puedo realizar un Informe con excel. queda leyendo como colgado. Si puedo hacer informe en PDF. pero necesito en Excel. Por favor necesito con urgencia tener el archivo .xls con todos los datos y también los gráficos correspondientes.
Report creating in exel is very nice feature.
How i can filter the dates for a excel report or a specific criteria before generated, for example i want to give the url a some customer but he only must see your own information.
Is it possible to change the name of the excel sheet ('Submissions') into another one?
Can we edit or delete a report ? ie realise we would like to modify the details exported or start all over again
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!
When will you replace the manual process by an automatic data flow, as already exists for Google sheets?
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).
Is there a way to format the Excel report so that columns are either left justified, or some are centered?
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?
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...
If my form is encrypted how do I un-encrypt the report. I keep getting code in my excel report.
Is there a way to create an Excel report that is a consolidation of submissions from multiple forms?
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?
I'm looking at running a report that is a summary of all the data for each questionnaire. How do I do that?
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!
It would be great if we could add a deliminiator for multiple select items to the excel report.
Thanks!
We are currently running a Homecoming event with many single events held within it. 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?
what about aweber ?
Would it be possible to create a notification email using one of the INin templates to form fillers?
I find the current email layout immensely limiting in style, and you have to do so much to the design of it to get rid of address tags etc.
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
In my form 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!
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?
I mean the field names that can be inserted when generating email.
How can I get the short column names (fieldname) in the Excel Report?
Thank you.
How do I set up regular emailing of my reports?