Automate report creation for filtered data.

I would like to use one form for people to answer a questionnaire. Then I would like access to a visual report that can filter data, since several different client organizations will use the same form. For instance, I would like to set a number or respondents or a date range and have ONLY those respondents go into a report. Do I have to generate that report manually? or could I get jotform to create a report automatically after a certain date or with all entries from a form response like GROUP IDENTIFIER?

Hi Monica,

Thanks for reaching out to Jotform Support. Let me help you with that:

You can create automated visual reports in Jotform that update automatically as new submissions come in. In Jotform Tables, you can set up reports with filters such as date ranges or specific group identifiers to show only the respondents you want.

Here’s how to do it:

1. Go to Jotform Tables and select New Tab at the top.
2. Choose Reports in the dialog, then select your form.
3. Pick a report type (Extended, Compact, or Blank to customize).
4. Apply filters in the Visual Report Builder to filter by date, number of respondents, or other criteria like group identifiers.

The report will update automatically with new submissions matching your filters, so you don’t have to generate it manually each time.

If you want to customize your report further, you can check out the guide on how to customize visual reports in Jotform.

Give it a try and let us know how it goes.