How to Create a Visual Report with Your Form Submissions

Last Update: June 3, 2016

With Visual Reports you can easily generate eye-catching reports that are informative based off form submissions. It allows you to create and generate bar, pie, line, form submissions grids, HTML texts and images. To start creating your visual reports, please follow the steps below:


1. Login to your account and go to My Forms page

2. Select the form you want to create a visual report

3. From the top toolbars, click "Report" and click "Add New Report" from the dropdown:



4. Select Visual Report Builder then click Next,

5. Start creating and customizing your visual report.

When you create a new visual report, we will automatically create up to two example charts for you, from your submission data (provided you have the correct chartable question types on your form).

To add additional charts for your form questions, you simply drag the chart widget icon from the toolbar and place it onto your report canvas.

Once you have finished building the report, you can choose to "Save", "Print" or "Share".



With sharing Visual Report, you have the ability to share the direct link or embed the report to your website page in iFrame format. You can also set password on the report by checking "Password Protect" box then you'll have to provide your password combination:





With Jotform's Visual Report Builder, you can add the following "Widgets":

1. Header - Can use for adding report title and a short description.



2. Text - We have the "Rich Text" editor. Can be use for adding long paragraphs. 



3. Arrow - Can be use for pointing items in your visual report. The arrow widget is compose of the following directions: NorthEastSouth and WestNorth EastNorth WestSouth East and South West



4. Image - Can be use for adding your own company logo. 



5. Chart -  The main feature of the Visual Report Builder. Use to display your form submission in a graphical representation. The Chart Type are the following: PiePie 2Bar, Bar 2 and Line:

To change the graphical chart type: Click the Chart > Click the "Settings" Icon > Select/Choose your "Chart Type":



6. Grid Listing - Aside from creating a single grid report. You can now add this tool in your Visual Report. 



Generally, each widgets have its own properties. You can change it by clicking the "Settings" in gear icon. Please be sure to click "OK" to save the changes.

Visual Report Height can also be change by long pressing the mouse Left Click  and dragging down the resize button at the bottom of the editor:



What's New on Chart Configurations?

Change Number to Percentage, Exclude Fields and Change Pie Colors.

1. Click your pie chart and open its settings by clicking the cog icon.

2. Select Percentage (%) if you want to change number results into percentage. You can also exclude field answers if you don't want it to appear on the pie chart and last but not the least, you can now change pie chart colors. See the following image for a guide.


NOTE:  Visual Report Charts can only be based on the following field types :

Drop Down

Radio Button

Check Box

Star Rating

Scale Rating

Grading

Slider

Matrix 


Sample Visual Report Output:
http://www.jotform.me/report/22672307678057

More from Visual Report:
How To Use Visual Report Filters

If you have any questions, suggestions or comments, please kindly post it below!


29 Comments...


   
anesv (September 26, 2012 at 10:02 AM)

help me. I have 10 quuestion on the form, but the grid report shows me only the firts one... Why?

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guest_22697040926054 (September 26, 2012 at 07:03 PM)

I would like a Visual Report of submissions made on my site on a password protected page. This report will show submissions made daily, monthly, yearly. Is it possible to set up this Visual Report up only once?

Or do I have to keep going through the Report Wizard everytime I want updated submissions total?

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marisafricke (September 28, 2012 at 06:31 PM)

My report will only show the first two questions too? Please help.

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marielkislig (November 27, 2012 at 03:50 PM)

The "Visual Report" function only shows my first question, whereas I have many more in my form. Can you help? It'd be too time-consuming to create a separate report for each question.
Also I try to export the entire set of answers per PDF, something that the system doesn't allow (blocked at 20, whereas I have 200 submissions). Can you assist me on that too? Need it for a work report... thank you!

View Answer


   
albezar (November 30, 2012 at 04:07 AM)

Not very VISUALLY APPEALING... :(


   
Cambridg (January 09, 2013 at 02:55 AM)

I need to make a report with multiple pages from the same form. How can I rename the reports so I will recognize them without opening?

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owlsinjury (March 31, 2013 at 07:30 PM)

Hi there - great product - we are using the form to track athlete injuries and we would like to add a field called 'finalised' and only report where that field is filtered to not ticked (ie we only want to show 'live' records but we want to keep the history of the injuries and not delete the rows but rather exclude from reports when 'finalised')

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lzaroski (June 06, 2013 at 09:59 AM)

The "Visual Report" function only shows my first question, whereas I have many more in my form. Can you help? It'd be too time-consuming to create a separate report for each question. This is the same question as above, however, when I select "view answer" it takes to a page that will not load.

View Answer


   
lucycd83 (July 11, 2013 at 06:00 AM)

Is there a way of changing the colours of the charts?

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marielkislig (July 24, 2013 at 09:48 AM)

Hiya,

My questions, which are quite long, don't entirely show up when creating my visual report.
What's the trick to extend each graph's title?
Thanks for your help

View Answer


   
nicoleb (September 16, 2013 at 06:45 PM)

I have a survey that has 31 questions but only the first two question appear in the visual report how do I get the remaining 29 questions?

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h.grasshoff (October 17, 2013 at 08:14 PM)

Hello, we want to filter Date in different reports. Example: There is a dropdown in our fprm, were our client can choose kind of his problem: Bug, Change request, Idea

Now we want to show one report were all entries are listet, an one only with the entries with "bug" choosen.

Is that possible? How to?

View Answer


   
qbuster (January 07, 2014 at 12:08 PM)

What fucntion does the 'Entry Limt' field have?

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qbuster (January 07, 2014 at 12:23 PM)

I have a matrix field that reports the wrong way. The martix shows fine in the result emmail but when I print it out as a Visual Reort it doesn't show the Questions, and rating in a way that is nonsensical.

View Answer


   
qbuster (January 07, 2014 at 12:28 PM)

It would be very useful (and powerful) to be able to filter Visual Reports so that, for example, opinions can be differentiated between Males & Females and/or different age categories.
Also, I we have a field that shows post/zip code which, of couse, we can't display in a Viaul Report; however, it would be very useful if we could use it to filter (or group)Visual Report graphs by postcode (or street).

View Answer


   
trentonclagg (May 23, 2014 at 03:53 PM)

Is there a way for the visual reports to show percentages?

Thanks!

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Mimich (June 14, 2014 at 08:19 AM)

I also can see only my forst question. It seems that noone is answering any of the comments here in this forum

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steve (November 14, 2014 at 04:30 PM)

Can visual reports be embedded in my website and update automatically as responses are received?


   
steve (November 14, 2014 at 04:33 PM)

Can visual reports be embedded in my website and update automatically as responses are received?


   
qzys6p (July 06, 2015 at 02:55 PM)

I wish there was a way to create a pdf of the visual report so that I can share the results with my client rather than providing a link.

View Answer


   
MOLSouth (September 14, 2015 at 07:57 AM)

Why is your visual report form so non-user friendly? I need about 30 segments of a large application form analyzed for up to 200 responses and the template you provide only allows two segments to be shown. How does one add another 28 to this unfriendly template? You should make it easier, or even automatic the way adobe forms and google docs quickly generates data. The forms have been good for us so far, but this aspect is troubling. Think you can make your forms generate automatic data and then the consumer can pick and choose what he wants to utilize from the varied form questions? Help, please.

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LarimerHealth (December 29, 2015 at 05:47 PM)

I don't seem to be able to produce a bar graph that shows 0 responses to a question if none of the survey respondents selected that response. I would like my graphs to show bars for all 5 possible responses to each question, even if one or more response(s) was not selected. How do I do this?

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duncan_macdonald (March 07, 2016 at 12:06 AM)

These visual reports have a lot of potential but still need a lot of development. They really need to include other field options eg. text boxes or from other widgets eg. calculated fields. Also really need an option for charts to be date based. For example show results for past week for a particular field. Date on x axis Field on Y.

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balhaddad1606 (March 30, 2016 at 04:51 PM)

The chart div margins are to large. When I embed in a container less than 400 px it cuts off half of my chart because of these margins. How can I change this?

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grade4pagasa (August 01, 2016 at 03:36 AM)

Feature Request to add Ticket Purchase, Inventory, Gift Registry widgets as acceptable question types in the visual report builder chart.

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Helen Oswald (October 20, 2016 at 07:46 AM)

Is there an issue as my form submissions are not linking up to my visual report I have created? I also see that my 'View Submissions' only show the date of the form submissions and no other data.

I think there is an issue with your software - please help.

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PSU_Admin (December 08, 2016 at 12:30 AM)

how to view the visual reports after someone submitted? even if i download the submission there is no reports to see

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