Jotform for Beginners
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May 18, 2022
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.
For the Extended and the Compact report types, the Report Builder will automatically create a chart for each form field or widget on the form (provided that they’re supported by the Report Builder).
And that’s it!
Here are a few more ways how to create a new Visual Report.
The Quick Access menu is available on every Jotform page (Form Builder, PDF Editor, Tables, Inbox, Form Analytics, Report Builder). Selecting the Report Builder option from the menu will open the Jotform Report Builder.
The option above allows 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 popup. After selecting the layout and clicking the Create button, the report will be created.
When you click the Create Report button and then select the Visual Report Builder in My Reports, you have the option to create a report from imported data.
More information on how you can do this can be found in this guide: How to Import Your Excel or CSV File Data to Create a Visual Report?
There is an option to generate a Sample Report when you create a visual report from the My Reports page.
This option allows you to select from 6 different Sample Report templates.
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 come 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.
The report elements can be accessed from the left-side panel of the Report Builder. The Add Element button opens the Elements panel.
Elements can be added with a single click. You can also add an 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.
The Text, Header, Image, Shape, Icon, and Grid elements can be found in this section.
Also known as charts, the fields on the form that the Report Builder supports are listed here. The fields are added as report elements and they are represented by their field labels. 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.
You may access the visual reports together with all the reports created under your account in My Reports.
You may also access an existing visual report by clicking on the Reports button in My Forms.
This will open the Report Builder of the selected visual report on a new web browser tab.
The Report Builder 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 report’s layout, pages, and elements.
More information on how you can customize the Visual Report can be found in this guide: How to Customize a Visual Report?
Once you are done creating the visual report of your form data, you have the option to share the report with others or embed it into your website. These features are available under Publish Report 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.
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I was able to create different kinds of forms from what i learnt and it teachers me what it means to be alert
Hello, thank you for the tips. I tried ways above, but it produced separate page of report. Is it possible to insert the graph in the report?
How can I decode this knowledge incase am a beginner?
Hi i am Justus Kyalo Mutua i sent my documents but i didn't get feedback thakyou
Can I create a report using selected data? Ie I want a report that only shows the evaluation reports created in June (I would like to create monthly reports).
Thanks you so much for sharing.
Hi, I will thanks u for all clear answers Ur are expected as
Great! Thanks a lot for your support of the what I have challenged with about the elements of the good report
all the best
I added a built visual report in the jotform app by adding a link, after sending new formular answers the report will not update the data by himself. Is it possible that a report will update the incoming data automatically? How?
i admire your aggressive awareness but you give me few time for work with you
So l love the site
Thank you so much
Form o need is the one n applicant can fill nd submit to my account