User Guide

 

Reports

People are eager to donate to your nonprofit, even if they don’t know it yet. Because when someone believes in your cause, it makes them feel good to support what you do -- which is a big reason why in 2016, US nonprofits collected a staggering $390 billion in donations (according to Giving USA). That’s a lot of dough! To put the number into perspective, that averages out to be about $1,200 per every citizen.

But the question remains: How does your organization get a piece of the giving pie? How does your nonprofit stand out in a world full of other charities that need help at the same time? At JotForm, we wanted to provide a resource to help nonprofits and schools navigate the awkward, tedious, and stressful world of giving. The following guide will help your nonprofit identify donors, optimize your site for maximum donations, use helpful technology, and much more.

How to Create Form Reports in JotForm

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, it also allows you to view it in a variety of way...

How to Create an Excel Report

The Reports feature lets you generate an Excel Report of the submissions and share it with others. 1. Go to the MY FORMS page.2. Select the form you want to generate a report from.3. Click the REPORTS ▼ menu.4. Then click ADD NEW REPORT.5...

How to Create a Visual Report with Your Form Submissions

With Visual Reports you can easily generate eye-catching reports that are based on your submission data. It allows you to create and generate bar graphs, pie charts, line graphs, form submissions grids, and HTML texts and images.To start creating a v...

How to Include a Link on the PDF Copy of Submissions

Let's say you have a Contract Form. And, if you want to have the Headers and Texts that is on the form to show on the PDF copy of submission when you download it or when you include it in the email notification sent to you or in the email autorespond...

How to Create a CSV Report

When asked for a report of the submissions, there is no need to go through the tedious process like before. With JotForm, you can now generate reports in no time. One of the most common formats used in reports is a CSV. Below, you will find the steps...

How to Use Visual Report Filters

Visual report filters allow you to better analyse trends and patterns in your form responses by creating rules to determine which results are included in your charts and graphs.There are 3 types of filters available for you to use:1. Date Filters - I...

How to Create an HTML Table Listing Report

Would you like to share a nice table-based submission report? Check out the HTML Table Listing.The report can be shared using its direct link or by embedding it to your website. The latter may be useful if you want to share the submitted data between...

How to Customize PDF Submissions Report

A PDF Submission Report is typically a PDF file containing your form's submission data. This is also often called a PDF Report.If you want to customize your PDF Report, the following steps will guide you through the process.1. While on your MY FORMS ...

How to Download the Submission Files

JotForm allows you to create a file upload form. Now how do we fully or partially download these files?To download all uploaded files:1. Go to your MY FORMS page, select the form and click SUBMISSIONS.2. When you scroll down below, you'll see the DOW...

How to Share Form's Submissions Page

Sharing your Submissions Page lets your clients or forms users to view, print or download the entire submission data to Excel, CSV or even PDF. To share your form's Submissions Page, follow the steps below:1. Go to your MY FORMS page.2. Select the fo...

How to Download Form Submissions as Excel/CSV/PDF

Downloading your form's Submission Data in EXCEL, CSV, or PDF is possible with JotForm. Get started by following all the steps below:1. Go to your MY FORMS page.2. Click the form where you need to download your submissions.3. Click the SUBMISSIONS bu...

How to Create a Grid Listing Report

Grid Listing is useful in several ways - A classic example is the ability to show the submissions on your web page right after a user hits the Submit button. In the generated grid list you can do the following:🔘 Rearrange the order of the columns ...

How to Create a Calendar Report

The Calendar Report is a useful way of visually presenting your Submission Data so your customers can see available dates/times for, say, an appointment. Follow all the steps below on how to create a calendar report for your form.NOTE: You must have ...

How to Create an RSS Listing Report

RSS (Rich Site Summary; often called Really Simple Syndication) is a type of web feed which allows users to access updates to online content in a standardized, computer-readable format. These feeds can, for example, allow a user to keep track of many...

DownThemAll Mozilla Firefox Extension: Download Form Files

This method is intended for those who have some issues using our File Downloader App for downloading file uploads in the form at once. DownThemAll extension is only available for Mozilla Firefox so you will have to use t...