JotForm User Guide / Reports /

How to Use Visual Report Filters?

How to Use Visual Report Filters?

Visual Report filters allow you to better analyze trends and patterns in your form responses by creating rules to determine which results are included in your charts and graphs.

You can open the Filter Settings of the JotForm Report Builder page by clicking the Filter Menu button as shown in the screenshot below.

In the Filter Settings, you can limit the submissions the filter would search in from.

 All Submissions will filter all the submissions on the form.

 Unread will filter only the unread submissions on the form.

 Read will filter only the read submissions on the form.

 Favorite will filter only the submissions that were flagged/starred.

 Unfavored will filter only the submissions that were not set as favorite.

Then, under the Advanced Search/Filter section of the Filter Settings, (a) you can set a filter based on the value of the Submission IP, Submission Date, Submission ID,  and the answer in the field of your form that is supported by the JotFrom Report Builder.

(b) Options of Dropdown, Single Choice (radio button), Multiple Choice (checkbox), Star Rating, and Scale Rating fields are automatically set as value options. For other field types, you need to specify a value by typing it into the value field. Submission Date allows you to select a date from a calendar pop-up.

(c)Here are the field statuses that you can select when creating a filter: includes, equals, not equal to, less than, less or equals than, greater than, greater or equals than. Please note that the available filter status depends on the field type of the selected field.

(d) You can create and combine multiple filters for a single report and (e) you can also delete any unwanted filter you previously added.

Added Advanced Search/Filter that was left empty will be removed when the Filter Settings is closed. Added Advanced Search/Filter that was completed but was not applied will also be removed. You can apply an Advanced Search/Filter by clicking the Apply Filter button.

Date Range Settings is also available on the JotForm Report Builder page. This can be used to easily filter visual data report to a specific date range. By default, The Date Range Settings is set to "All Time". (1) Changing it to a different date range (Last 7 days, Last 30 days, Previous week, Previous month, This year, Previous year, or Custom dates) will automatically apply filters to the report data and (2) filters will be automatically created in the Filter Settings for the selected date range.

You need to click anywhere outside the Date Range Settings to apply the filter. Also, clicking a date on the calendar will set the date range to "Custom dates" automatically.

You can easily check the list of the Filters added to your report by hovering over on the Filter Menu button and clicking it will open the Filter Settings. You can delete "all" the filters you added in the report at once by clicking the "x" button on the right of the Filter Menu button.

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26 Comments...

  • ACMSIdaho

    I would like to be able to show the same graphs in a report with different filter (for example, this graph represents this subset of respondents while this graph represents this other one.) Can you set and save a filter for specific pages or graphs, or does it always only apply to the entire report?

  • lufthansagroup

    If I share my reports, is there a way to allow the end user to then apply filters - for example by date??

  • Kadu759

    Veru good. Thanks.

  • EP13

    The Report display all submissions including those deleted ! Can you solve this problem ? Thks

  • Kellyw197

    I want to display / report on 2 sets of data: Day of week and High Volume queries. However, i cant seem to get the report to display both sets of data.

    Please help...

  • jppepin

    J'aimerais avoir un rapport me démontrant combien de demande ont été complétée durant une période donnée.
    Comment on fait?

  • uniqueaid

    Can value for report filter be passed via URL parameter?
    For example, have a report link on a Thank you page in a similar format:
    https://hipaa.jotform.com/report/9254495843069?empl_id={empl_id}
    where {empl_id} is a value passed from the form

    Thanks,
    Andrew

  • donald_mantell

    I would like to utilize the separation date, which is separate from the report is filed. The separation date is posted as one of the questions in my report. How do I go about selecting the separation date range as a sort and select option?

    Thank you,

  • martalagoueyte

    From my FORM with 5 questions, how do I generate a pie visual report with the answers from questions 2 and 3 ONLY?

  • Dalanamoore

    I want to be able to generate reports based on items purchased through jot form. People have bought books, t-shirts, tickets and more but when I want to get totals for a specific item, I can't. The self generated spreadsheet lumps all of the purchased items in one column, which defeats the purpose of this spreadsheet.

  • Lara Proffit

    I currently use Formstack for several of my consulting clients and REALLY want to switch to Jotform (for a variety of reasons)----but, the inability to filter the submissions such that I can allow folks to view only a subset of the submissions (ie by client, or facility location, or department) keeps me tied to Formstack.

    PLEASE release beta for this feature soon :-)!!!

    Lara

  • Mariam_Bioutech

    can i use v lookup formula in the sheet if i related with company basic data excel sheet

  • DWCFJot

    Is there another way to view the list of all the filters set up for a report? I have a lot for this one but I can't seem to scroll to the bottom of the list (See attached screenshot). I am using the latest version of chrome. May be a bug to have your developers look at.

  • friendlyagent

    Can report do Sum, average...?

  • CalPac

    How do you get the Yes/No/NA responses from checkbox to show as a trend in a graph? This is a great tool in collecting data, but how do I display the gathered data?

    Thanks,

  • annreapostrophe

    Would it be possible to add a filter based on a Number answer? I'd like to be able to filter using the respondents' Age but it's not showing up in the drop-down list.

  • DrClean

    I'm only getting date filters to choose from and they aren't loading after I select any date range.

    Any reason for this?

  • azur29

    Could you implement the 3d bar
    colorization of the items in an futur release ?

  • cobbcountyk12

    I am trying to get a report of the responses on my form. Adobe Forms Central would provide a color code data break down of the amount of responses, the ages, the grade, school...etc. How can I capture this information?

  • crisko

    Update on submission filters?

  • cannedwolf

    interested in when submission filters will be available as well. Any info?

  • mallow

    Any update on when these additional filters will be available? Looking at moving from AdobeForms where advanced filtering was possible.

  • davewebb

    I made a survey using the survey tools. How do I pull the results of the survey? Before I made the survey I read where you can pull graphics and pie charts. I cant find how to do that now. Could you point me in the right direction?
    Thanks
    Dave

  • formazioneasllecce

    It 'a good start. But the solution is useful for us to regard the conditional filter out all the answers, not just the date. We must be able to show on the internet only answers that satisfy certain criteria. We look confident in your abilities.

  • duncan_macdonald

    Excellent Update. Any idea on ETA on Question and Answer and Submission filters and what they will allow?

  • jeansilva25841512

    Parabéns à equipe JotForm, pela implantação dos filtros. Excelente ferramenta para os relatórios.
    Uma sugestão para melhorar ainda mais essa ferramenta, seria possibilitar que os filtros criados no relatório visual, pudessem ser escolhidos no relatório publicado.
    Exemplo:
    Se o relatório tem filtros para: Mês Atual e Ano atual, o relatório publicado permitisse ao usuário filtrar essas respostas.
    Obrigado
    Jean