How to Create a Grid Listing Report

January 14, 2025

The Grid Listing feature is a powerful tool for displaying form submissions directly on your web page. A classic example is the ability to show new submissions immediately after a user hits the Submit button, providing real-time visibility of data. The generated grid list offers a high level of customization and interactivity, allowing you to manage and present submission data in a way that best suits your needs.

  • Rearrange Columns — easily change the order of columns by dragging the column headings to your preferred position—offering greater flexibility in how information is displayed.
  • Resize the Grid—adjust the size of the grid, making it larger or smaller to suit your screen size and improve the overall viewing experience.
  • Add or Remove Columns— customize the table by adding or removing column fields, allowing you to focus on the specific data you need.
  • Sort Data — organize data by sorting each column in ascending or descending order—making it easier to find and review submissions.
  • Search for Submissions — Quickly locate specific submissions using a built-in search feature similar to the one available on the Submissions Page, enhancing your ability to navigate large datasets.
Youtube Embed Poster: ti9oj6CxopQ

Follow the steps below to create a Grid Listing Report:

  1. On your My Forms page, select the form you want to generate a report from.
  2. Click the Reports button.
  3. Then click Add New Report.
  1. Select Grid List Report from the Create a Report modal pop-up.
Create a Grid List Report option in the Create a Report page in Jotform
  1. Next will be the Grid List Report setup page, which is divided into three 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.
      • Display photo instead of a link — enable this if you want to show the images uploaded on your form instead of just showing them as a link.
      • Display images in a modal window — when someone clicks on an image in the table, it will be presented as a modal popup (or a lightbox as shown below).
      • Show edit URLs — with this enabled, a new column will be added to the table that will show a link to edit the respective submission.
      • Auto-fit grid report to window — when enabled, the entire grid will automatically fit itself to the size of the browser window.
      • Grid Cell Maximum Height — set the maximum height of each row on the grid table.
Grid List Report page to Create the Grid List Report option in Jotform
  1. Click the Create button at the bottom to finish the setup.

After clicking the Create button, you will be prompted that the Grid Listing Report is ready. On the same pop-up, you will see the link to the Grid Listing Report that you created and a button to copy that link. There is also the iframe embed code that you can copy to embed the report to your website. The Open Report button will open the report on a new browser tab. You can click the close (X) icon in the top-right corner to close the pop-up.

Generated Report Link Window with an Option to Copy the Generated Report, Copy the iframe code, and open the report

Managing and Editing CSV Report

You can easily manage and edit your CSV reports directly from your My Reports page. This page allows you to view, modify, and organize all of your generated CSV reports in one central location. Whether you need to update the content, adjust the formatting, or change the filters, the My Reports page provides you with full control over your CSV reports. You can also delete any unwanted reports or clone them to create new versions, ensuring your reports always meet your needs.

  1. In your My Forms Page, open the App Selector panel in the upper-left corner.
  2. Select My Reports.
App Selector to Access the My Reports page in Jotform
  1. In the My Reports page, you will see a list of all the reports you have created. Select the CSV report you created and click on Download to download your report. To edit the existing report, click the Edit button.
View and Edit in my Reports Page Jotform
  1. Click on More to see the list of other options:
    • Form Title — Hover your mouse here, to see the following option:
      • View form — Click to view the form to see your form.
      • Assign form — Assign the form to other users or team members.
      • Edit form — Edit the form to make changes or update its content.
    • Edit Report — Allows you to make changes or updates to the existing report.
    • Publish — Makes the report visible to others or live.
    • Rename — Lets you change the name of the report.
    • Download — Enables you to save a copy of the report to your device.
    • Move to Team — Transfers the report to a team or group for collaboration.
    • Archive — Puts the report in an archived state, often for later reference, without being active.
    • Move to Trash — Deletes the report, possibly for permanent removal.
More Option of Grid Listings in Jotform
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