Report Builder: Group and Summarize Submissions by Field with Date Filters

Can I create a report for them (not Form Builder that hasn't been helpful to me) that consolidates all received data during a specific range of dates (i.e. every 30 days) that I can sort so that for example if they're filling out a checklist of closing tasks that also includes a text field for them to note any issues, can I run a report maybe labeled "Closers" that consolidates the results of all closing form over a month, lists all closers, each on one line, and then provides selected field data for that one closer so management can see patterns based on who closes? So if I was a closer one line of the Closers report might read something like the below (this helps mgmt see recurring issues with tasks and/or employees.

Closer Closing Dates Reported Issues

Stacey Altieri

May 1 None

May 3 Ran out of cups couldn't restock

May 5 Hot water wasn't working couldn't mop

May 8 Had to leave early couldn't finish closing

May 9 No issues

Jotform Joe May 2 No issues

May 4 No issues

May 6 No cups to restock

Hi Stacey,

If I understand correctly, you’d like to create a Closers report that pulls submission data from a specific date range, like every 30 days, groups it by employee, and shows each closer on a single line with their closing dates and reported issues listed underneath. Unfortunately, Jotform doesn’t support this kind of grouped or nested reporting. The current options don’t allow that level of consolidation or formatting.

While the feature you're looking for isn't available at Jotform right now, we've gone ahead and escalated your request to our developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

What we can suggest right now is using the Report Builder. While it won’t automatically group all submissions under each closer like in your example, you can add fields like the closer’s name and reported issues onto a slide. Then, use the filter option in the Report Builder to view submissions by a specific closer and within a chosen date range.

This means you can still create a visual report for each employee, and then apply filters manually per person, so only their data appears in the table. It’s not as automated or grouped as what you’re aiming for, but it can work as a workaround for now. Let me show you how:

1. On your My Workspace page, select the form that you want to create a report for.

2. Click on Reports at the top of the page, and then click on Add New Report.

3. Now, select Visual Report Builder, which will open Report Builder.

4. Enter the report name, select Blank under Report Type, then click Create.

5. In Report Builder, and in the left menu that opens, click on the Form Fields tab.

6. In the Form Fields tab, drag Closer Name and Comments or Issues fields into your slide.

7. Resize the elements to fit the width of the slide.

8. In the top left area of the Report Builder, beside the Search Bar, click on Filter.

9. In Advanced Filter section, select Closer from the dropdown, and set Equals in the filter operator.

10. In the filter value field, enter the name of the closer you want to filter the data by.

11. In Search In section, set a filter for the Submission date, and click Apply.

After applying the filters, you now have the pulled data for Marny, showing all the issues and comments submitted within the selected date range, July 1, 2025, to July 30, 2025. This view should make it easier to review and analyze their activity for that period. You’ll just need to repeat the same steps for each closer you want to create a report for by updating the name filter in the advanced filter section. You can now download the report in PDF and share it with your clients.

Let us know if there’s anything else we can do for you.