How to Create a Visual Report With Your Form Submissions

With Jotform Report Builder, you can effortlessly transform your submission data into visually appealing reports. You can customize your reports with text, images, bar graphs, pie charts, and data grids to present your data in a clear and engaging way.

Creating a Visual Report in Your Workspace

You can easily create visual reports in your Workspace, turning your submission data into charts and graphs for quick analysis. Here’s how to do it:

1. On your My Workspace page, click on Type at the top and in the Dropdown menu that opens, uncheck the boxes next to all the assets except Forms, so only they’ll be shown on the page.

2. Next, select the form that you want to generate a Visual Report for.
3. Then, in the menu at the top, click on Reports.

4. Now, click on Add New Report.

As an alternative, you can also click on More on the right side of the screen and in the Dropdown menu, click on Create Report.

5. On the Create Report page that opens up, click on Visual Report.

6. In the window that opens, enter a Report Name.
7. Then, select from the following report types:
   • Blank — Start from scratch and add your charts manually.
   • Extended Report — A single chart is shown per page.
   • Compact Report — Two charts are shown per page.
8. Now, click on Create at the bottom of the page, and you’re all set.

Creating a Visual Report in My Reports

Your My Reports page lets you find, manage, and create visual reports for your form submissions. Here’s how to create one:

1. On your My Workspace page, click on the Downward Arrow icon on the top-left side of the screen.
2. Then, in the menu that opens up, select My Reports.

3. Now, on your My Reports page, click on Create Report on the top-left side of the screen.

4. On the Create Report page that opens, click on Visual Report.

5. Next, choose one of the following options:
   • Select a Form — Choose an existing form to generate a visual report from its submission data.
   • Import Data — Upload external data to create a report using Jotform’s Report Builder.
   • Sample Report — Generate a pre-made report template to explore visualization options.
6. Then, click on Next.

After making your selection, set up your report, and you’ll be redirected to Report Builder to customize it — and then you’re all set.

Creating a Visual Report from Any Open Form Page

Form Builder allows you to create visual reports directly from your form submissions, making data presentation seamless and efficient. Here’s how to do it:

1. On any page where your form is open, click on the Downward Arrow icon on the top-left side of the screen.
2. Then, in the menu that opens up, select Report Builder.

3. In the window that opens up, enter a Report Name.
4. Then, select from the following report types:
   • Blank — Start from scratch and add your charts manually.
   • Extended Report — A single chart is shown per page.
   • Compact Report — Two charts are shown per page.
5. Now, click on Create at the bottom of the page, and you’re all set.

Adding Elements into Your Visual Report

The Add Element button in Report Builder opens the Add Elements menu, allowing you to customize your visual report. You can select elements directly or drag them from the panel to your report page. The Add Elements menu includes two categories: Basic Elements and Form Fields. Let’s explore each in more detail below.

Basic Elements

The Basic Elements tab provides essential tools to enhance and customize your visual report, making it more informative and visually engaging:

• Text — Display long paragraphs or hyperlinks.
• Header — Display heading text for titles.
• Image — Add your company logo or custom images.
• Shapes — Include shapes in your report.
• Icon — Include icons in your report.
• Grid — Display submission data in your report.

Form Fields

The Form Fields tab lists all the supported form fields, which automatically convert into charts when added to your report. Use the search bar to quickly find and filter specific form fields for a more customized report.