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 are 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:
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 your submissions.
- Manage the data that can be seen.
- Access your submissions from any location with an internet connection.
- Create as many reports as you need.
- Modify your report with ease or remove it completely.
To create a report…
- Go to My Forms and select a form.
- Open the Reports menu.
- Click Add New Report.
This will bring up a list of all the possible report options for that form.
Visual Report
See also: How to Create a Visual Report
This report is a staple for many, as it’s the most customizable and 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).
This type of report is created using the new Jotform Report Builder. 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.
Jotform Report Builder also automatically creates slides of your visual report, which can be downloaded or shared with your colleagues.
Excel Report
See also: How to Create an Excel Report
You may be familiar with the option to export data to Excel in Jotform Tables. So, what’s the difference? The benefit of using this Excel Report is it allows you to easily choose the data or columns to include.
The generated Excel Report can be opened with any compatible application including Google Spreadsheets, Microsoft Office, Libre Calc, and any other Excel alternative.
HTML Table Listing
Seel also: How to Create an 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.
HTML Table Listing also displays thumbnails of photos that open with a larger preview when clicked.
Grid Listing
Seel also: How to Create a Grid Listing Report
Grid Listing comes with search functionality, and you can hide or show columns as you please, which allows you to create a more flexible custom report.
The bottom bar includes a navigation bar, a refresh button, and a search bar. It also shows the number of displayed entries.
CSV Report
Seel also: How to Create a CSV Report
CSV Reports 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.
RSS Listing
See also: How to Create an RSS Listing Report
If you’re familiar with RSS feeds, RSS Listing 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 what an RSS feed would look like within a reader, in this case, within QuiteRSS.
Calendar Listing
See also: How to Create a 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.
If you click it again, it will bring up the full results of that submission.
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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5 Comments:
How can I select a custom date range for a report? At this time, the report builder uses all of the surveys we have received over the last year, but I want to create reports that show a particular year or month. Thank you
How do I create a report per client automatically?
I know this has been asked, but I wanted to know if there's an update to do this now.
<a target='_blank' href="https://www.jotform.com/answers/4298619-how-do-i-create-a-report-per-client-automatically" >https://www.jotform.com/answers/4298619-how-do-i-create-a-report-per-client-automatically</a>
How can I deselect certain individual survey responses so that they are not reflected in the report? For example, I have a survey with 15 responses. I want to generate a visual report for 14 of the responses. How do I do that without deleting that one response?
How do I create a report per client automatically.
I saw there is a filter option in the report. Need the same but automated.
I mean, I have the same form filled by the same client every month and want to mail them automatically all previos month's information.
But, don't want to let them see other clients information.
Thank you for your help!
How to combine forms into one report