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How to Create a Visual Report with Your Form Submissions

How to Create a Visual Report with Your Form Submissions

With the JotForm Report Builder, you can easily generate eye-catching visual reports that are based on your submission data. It allows you to create and generate bar graphs, pie charts, form submissions grids, and HTML texts and images.

Where Can This Feature Be Found?

  1. My Reports...
    Accessing My Reports Page
    Accessing My Reports Page

    > Create Report...

    Create Report Button
    Create Report Button

    > Visual Report Builder...

    Select Visual Report Builder My Reports Page
    Select Visual Report Builder My Reports Page

    > Select a Form

    Reports Builder Select Form
    Reports Builder Select Form
    Click Form Create Report
    Click Form Create Report
  2. My Forms > Reports > Add New Report...
    My Forms Reports Menu
    My Forms Reports Menu

    > Visual Report Builder

    Select Visual Report Builder My Forms Page
    Select Visual Report Builder My Forms Page
  3. My Forms > More > Open in Reports
    My Forms More Menu
    My Forms More Menu
  4. Quick Access > Report Builder
    Quick Access Menu
    Quick Access Menu

    The Quick Access menu is available on every JotForm page (Form Builder, PDF Editor, Submissions/Sheets, Inbox, Form Analytics, Report Builder). Selecting the Report Builder option from the menu will redirect you to the JotForm Report Builder page.

Note: The options above allow you to create a report for the existing forms in your account. Creating a visual report of a form the first time will open the Create New Report modal pop-up. After selecting the layout option and clicking the Create button, the report will be created.

Add Create New Report

Add Create New Report

If there is already an existing visual report, the Reports Builder page prompts you with an option to select which report you would like to open. (a)
There is also a button to create a new report if you would like to create another one. (b)

Reports Page Select or Create

Reports Page Select or Create

How to Create a Report From Imported Data?

On the My Reports page when you click the Create Report button and select the Visual Report Builder, you have the option to create a report from imported data.

Create Reports Import Data

Create Reports Import Data

More information on how you can do this can be found in this guide: How to Import Your Excel/CSV File Data to Create a Visual Report?

What Are Report Types?

When adding or creating a new report, you will be asked to select a report layout per page.

  • Blank - you can add and place charts manually.
  • Extended Report - a single chart is shown per page by default.
  • Compact Report - two charts are shown per page by default.

For the Extended and the Compact report types, the JotForm Report Builder page will automatically create a chart for each form field or widget on the form (provided that the field or widget is supported by the JotForm Report Builder page).

How to Create a Sample Report?

There is an option to generate a Sample Report when you create a visual report from the My Reports page.

Create Reports Sample Report

Create Reports Sample Report

This option allows you to select from 6 different Sample Report templates.

Create Report Sample Report Template

Create Report Sample Report Template

Clicking the Create button will open the selected visual report template with sample submission data. The sample submissions that are being shown on the report comes from the form that is also created automatically. The sample submission data will not be counted against your account limits. You can update both the report and the form that is created during this process.

What Are the Basic and Report Elements You Can Add to Your Report?

Basic and Report elements can be accessed from the left-side panel of the JotForm Report Builder page. The plus Plus Icon icon opens the Elements panel and the less than Less Than Icon icon closes it. Elements can be added with a single click. But aside from clicking, which may add the new element on top of another element, you can also add the element by dragging it from the left-side panel and dropping it to the page of the report you are creating. This is convenient when you want to position the element on the report as you add it.

Create Report Add Elements

Create Report Add Elements

Basic Elements

The text, header, image, shape, icon, and grid elements can be found in this section.

  • Text - this Rich Text Editor can be used for adding long paragraphs or hyperlinks.
  • Header - use this to add a report title and a short description.
  • Image - can be used for adding your own company logo.
  • Shapes - use this to include shapes in the report.
  • Icon - use this to include icons in the report.
  • Grid - can be used to include submission data table on the report.

Report Elements

Also known as charts, the fields on the form that the JotForm Report Builder page supports are automatically listed here. The fields are added as report elements and they are represented by their field names. A report element will be added to the report as a chart. To easily search for a report element, you can type the name of the field in the search bar. The search feature is useful in long forms.

How to Access Visual Reports?

You may access the visual reports together with all the reports created under your account on the My Reports page. Reports that have the Visual Reports Icon icon on the left are Visual Reports.

My Reports Page Access Report

My Reports Page Access Report

The reports are listed based on the option selected on the Sort menu of the My Reports page.

My Reports Page Sort Report

My Reports Page Sort Report

You may also access an existing visual report by clicking it on the Reports menu on the My Forms page.

Reports Menu Access Report

Reports Menu Access Report

This will open the Report Builder page of the selected visual report on a new web browser tab.

Customizing the Visual Report

The JotForm Report Builder page is equipped with just the right tools that you can use to customize the visual report that you would like to create. You can customize the entire report from the Layout settings, each page from the Page Settings, and each element from its own respective element settings (Chart, Text, Header, Image, Shapes, Icon, Grid).

More information on how you can customize the Visual Report can be found in this guide: How to Customize a Visual Report?

Sharing the Visual Report

Once you are done creating the visual report of your form data, you have the option to share the report with others and/or embed it to your website. These features are available under Publish Presentation that can be accessed by clicking the Publish button.

More information about how you can share the Visual Report you created can be found in this guide: How to Share the Visual Report?

Comments and suggestions are welcome below. If you have a question, post it in our Support Forum so we can assist you.

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

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54 Comments...

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  • spmallare

    Jotform has a lot of great features but fall short on the reporting side. I highly recommend allowing the orders/ items to be broken down in the Tabular Report instead of lumping all the products ordered in 1 cell. This will allow stores with different suppliers to see the items ordered for a specific supplier. Thank you.

  • sylvainkongolo65

    - Pouvez-vous utiliser ce formulaire pour n'importe quel rapport, par exemple moi, je travaille dans un hôpital puis-je l'utiliser le rapport de l'hôpital?
    - Comment puis-je télécharger?

  • Leonard Kasimeng

    How do I create my jotfoem

  • jackbgarvey

    The Report feature seems to be created with a focus on a single page, Powerpoint kind of use.

    I am creating an election for a school district (https://form.jotform.com/210136507185046), and I want to be able to see all the selection and checkbox entries to determine who was the winner at each school.

    I am using the report builder (https://www.jotform.com/reports/21018435135804819), and what I would really like to see is a long list of all the options and how many people voted for each, but the format of the report seems to be geared toward a single page which is too short to display all the votes for elementary schools (which is almost 100).

    How do I do this or see this display of information. The bar chart is great, I just need to be able to see all the entries on one long scrolling page.

    Thank you,

  • hrmtnv

    need your help and support in this regard can you please help & guide us

  • Sam Chia

    Hi does the visual report gets updated automatically when new fields are inserted into the form.

    Cheers
    Sam

  • ourrousehouse

    This article references line graphs. I need to know if this is a feature available now or will be soon in the future. I have a question in each section that chooses a percent value and would like to have those displayed in a visual report showing a line graph of the person's submissions. Ideally a line graph with date as on of the axis lines so it would show the number trend over time. I have not figured out a way to do anything similar to this unless there are other visual report options for form calculations because I haven't tried form calculations yet.

  • TXSAEDU

    I'm having some trouble with the report builder. The presentation it generates looks great but all the charts are only showing 22 out of 27 submissions. I've got the time period set to "All time" but I don't know what else to do. I looked at tutorials but wasn't able to find an answer there either.
    Please help!
    -Thanks

  • TXSAEDU

    I'm having some trouble with the report builder. The presentation it generates looks great but all the charts are only showing 22 out of 27 submissions. I've got the time period set to "All time" but I don't know what else to do. I looked at tutorials but wasn't able to find an answer there either.
    Please help!
    -Thanks

  • Josh Webb

    Can you use report builder to show the person filling out the form their results?

  • dapper1981

    Is it possible to get a graph report made on individual submissions instead of all submissions of a form?

  • drose770

    The ability to sort the data is nice, but I'm disappointed that the sorting in based on the number of responses. In my case I need to sort by the actual data values by ascending and descending order, not the number of submissions with a certain value. For instance, I need to sort the amount of time a technician took to perform a task in minutes. So my values are 12.25 minutes, 15.30 minutes, and 37.45 minutes. I would like the ability to sort the chart or bar graphs by the submitted values.

  • entmissions

    are you able to create reports in the mobile app?

  • jpdpmein2017

    Say if have 10 question in one form.
    I sent link to 50 people
    but I get only 30 submission,
    I want to know how many did not answer? which is 20 : so i get to see their name or email id.
    of who answered how many have selected the right answer. i mean how many right question out of 10 which would be individual score.
    So can i see score of all 50 people. which i can filter depending on score?


  • nicolaw

    When will this feature be updated?

  • XSearch

    I can't get my pie charts to show all the data points as indicated above - that would be ideal. We tend to print things and not offer the online version (which allows for a click-through on the individual pie sections).

  • NISC

    Report charts are adding 1 more to count than it should, it is inconsistent since 1 of the 3 questions shown in chart are correct. The data is a menu choice for appetizer, soup or salad and entree. The chart count is 1 more (in some choices) than submissions received. I have counted submissions to be certain that number is correct. It is. Yet some of the chart numbers are off by 1. Can't figure out why. There is not an editing feature to change to correct count. I give up on creating reports for this data. Is my only option creating a bar chart outside of the program?

  • bellmediaevents

    How come my report is only showing the first 2 questions in my survey? How do I create one report with all the survey questions?

  • stevenswan

    How do we add 'Yes/No Question' data to a visual report? None of my Yes/No Questions are showing up in the chart options.

  • martalagoueyte

    How do I insert my company logo, from a file on my PC, on the visual report. There is no specific instructions.
    Thanks

  • martalagoueyte

    It looks like on the Bar report type, if I have several option as and answer :
    Excellent, Very Good, Good, Fair, Poor, Very Poor

    The report sorts them out and shows the answer in the order of the data, for example if there are more answers that say Fair, that would be my first bar followed by Excellent, Very Good and so.

    Is there any way to keep the bars on my order?
    Thanks

  • fquinche

    Hello, I used the drop down menu to list the age of participants,
    and then this question is impossible to select for the visual report (it does not appear in the possible questions we can select)
    And it is also impossible to create a filter with the age of participants.
    Could you explain me how to do this, and if it is impossible to do, how to modifiy the already done forme to make this possible..
    This is really a key element of our reserach, without this, we will have to choose another software..and redo the all work..
    Thanks a lot,


  • Tahnee Hutton

    Is there a way to generate a visual report for multiple forms?

    We'd be looking to generate a report of how many submissions have been made of each form (up to 15 forms) in the last 12 months.

  • karenandshane

    How can I rearrange the data in a pie chart? It automatically puts them in order of the highest amount to the lowest, but I need them in a specific order that may not be the highest number one first. Example:
    Excellent = 4 , Very good = 7 , Poor = 1, it would show the data as Very Good, Excellent, Poor.

  • Sanjai08

    Hi,
    Is there any feature allowing combine form submission and produce report ? Lets say I have 4 forms and I would like to combine these 4 forms submission and create report from Jotform.
    Please advice

    Thanks

  • Jay

    So, this page was great an explaining the different types of charts and options available to me, however, I can't find any information on how to add any of my other questions to the report and I know that I am suppose to configure that somewhere, but where would that be? Is it in the builder for each question? Is it in the visual report builder? Can't find an exact area as to where I add each question/section that I am trying to gather information for on the visual report.

  • managementofchange

    This can't be serious: it's functionality is rudimentary and user unfriendly.

    Guys do something!

  • jpksarawak

    How to save visual report as PDF file?

  • registerartstrail

    can we not save these reports as pdf?

  • paulwalshco

    Also why are the colours based on whats most popular and not what the field type is? It look SO unprofessional. Really trying to avoid survey monkey... could someone help me please?

  • paulwalshco

    How do I make it so that the bar chart displays in order instead of changing from most chosen answer on the left and least chosen answer on the right? It looks messy

  • PSU_Admin

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

  • Helen Oswald

    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.

  • balhaddad1606

    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?

  • duncan_macdonald

    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.

  • LarimerHealth

    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?

  • MOLSouth

    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.

  • qzys6p

    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.

  • steve

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

  • steve

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

  • Mimich

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

  • trentonclagg

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

    Thanks!

  • h.grasshoff

    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?

  • nicoleb

    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?

  • marielkislig

    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

  • lucycd83

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

  • lzaroski

    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.

  • owlsinjury

    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')

  • Cambridg

    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?

  • albezar

    Not very VISUALLY APPEALING... :(