How to Create a Visual Report with Your Form Submissions

October 20, 2021

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

> Create Report…

> Visual Report Builder…

> Select a Form

2. My Forms > Reports > Add New Report…

> Visual Report Builder

3. My Forms > More > Open in Reports

4. Quick Access > Report Builder

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.

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)

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.

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.

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 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.

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.

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

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

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.

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