How to Import Your Excel or CSV File to Create a Visual Report

May 30, 2024

If you have data in Excel or CSV files that you want to use to create a visual report in Jotform, you can easily import them using the Import Data feature. This feature allows you to upload your data file and then use the Visual Report Builder to customize your report with charts, tables, slides, and more.

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To import your Excel or CSV file:

  1. Go to My Reports and select Create Report in the upper-left corner.
The Create Report button in Jotform
  1. Select Visual Report Builder.
The create Visual Report option in My Reports
  1. In the dialog, select Import Data.
How to Import Your Excel or CSV File to Create a Visual Report Image-1
  1. Upload your Excel or CSV file.
The Import Your Data dialog in Jotform Report Builder
  1. Set the column types, then select Start Import.
The import data column types in Jotform Report Builder
  1. Specify the report name and type, then select Create.
The report name and type dialog in Jotform Report Builder

You can now start customizing the visual report for the imported data.

A sample chart in Jotform Report Builder

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