How to Create Form Reports in Jotform

September 15, 2021

Whether you’re running a small business or a large organization, seeing your results in an easy-to-understand report is essential. Jotform not only gives you the ability to collect data from people but also allows you to view it in a variety of ways. These reports go handy when you want to see the latest updates from your users in one place.

Jotform offers several reports that you can use, which are described in the detailed guides below:

This is just a brief overview of what each report does. For in-depth instruction on how to set them up and which options are available for each, refer to the detailed guides above. Some reports allow password protection to ensure that your Submission Data is safe and will only be shared with your peers.

Benefits of Jotform reports include:

  • View an overview of your submissions.
  • Manage who can access them.
  • Manage the data that can be seen.
  • Access them from any location with an internet connection.
  • Create as many as you need per form.
  • Easily modify the report or remove it completely.

To create a report, navigate to your My Forms page, select a form, click the Reports menu, then Add New Report.

Reports Menu - Add New Report

Reports Menu Add New Report

This will bring up a list of all the possible report options for that form.

Create New Report

Create New Report

Visual Report

This report is a staple for many, as it’s the most customizable and it offers a variety of visual options. It allows you to take the parts of your form submission data to create a graphical representation of it using charts (Basic Chart, Donut Chart, Pie Chart, Column Chart, Bar Chart, Line Chart, Text Grid).

Create New Report Visual Report

Create New Report Visual Report

This type of report is created on the new Jotform Report Builder page. Whether you would like to gauge performance, keep track of your company’s growth, analyze sales activity, or interpret survey results easily, the Visual Report offers an efficient way of creating visually appealing and presentation-ready reports that you can keep for your own record or use on your next meeting presentation.

The Jotform Report Builder page also automatically creates slides of your visual report, which can be downloaded (in a PDF format) and/or shared with your colleagues later.

Example: https://www.jotform.com/report/20201748892205220

Excel Reports

You may be familiar with the option to download your data to an Excel file through the Submissions Page. Doing that will give you all the submission results. So, what’s the difference? The benefit of using this Excel Report is it allows you to include/exclude the columns you need.

The generated Excel Report can be opened with any compatible application including Google Spreadsheets, Microsoft Office, Libre Calc, and any other Excel alternative.

Excel Report

Excel Report

Example: https://www.jotform.com/excel/93326535083054

HTML Table Listing Report

The HTML Table Listing Report will apply to users who want to share their submission data and present it as a table. It will allow you to quickly view all the form submissions online. You can sort them by columns by clicking the column name.

It also displays thumbnails of photos that open with a larger preview when clicked.

HTML Table Listing Report

HTML Table Listing Report

Example: https://www.jotform.com/table/72652680560054

Grid Listing Report

This is similar to the grid you see at the bottom of the Submissions Page. You can hide or show columns as you please which allows you to create a more flexible custom report. Another great feature is its search functionality.

Grid Listing Report

Grid Listing Report

The bar at the bottom has more to offer:

  • Cycle through the pages (next and previous, first and last).
  • Refresh submissions (to show the latest ones).
  • Search submissions.
  • Displays the number of currently displayed submissions.

Example: https://www.jotform.com/grid/211916099551056

CSV Report

These are for those who might use Excel or may prefer to load their information into a separate or custom-built application. Using files in CSV format is an extremely simple and traditional way to transfer data between two endpoints.

CSV Report

CSV Report

RSS Listing Report

If you’re familiar with RSS feeds, this should work well with your favorite reader. On top of that, you can get notifications of new submissions right on your desktop or your app, just like how you get notifications about your favorite feed.

Here’s how an RSS feed would look like within a reader, in this case, within Feedly.

RSS Listing Report

RSS Listing Report

Example: https://www.jotform.com/rss/72652694460058

Calendar Report

This is a great way to see what data was received and when. Notice the dots on the dates below? Clicking them will open up the submissions for that particular date.

Calendar Report

Calendar Report

If you click it again, it will bring up the full results of that submission.

Example: https://www.jotform.com/calendar/72656743907063

 

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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