How to share a report to my client

  • Krpan_Martin
    Fecha de consulta 9 de abril de 2025, 12:29
  • Danilo Jotform Support
    Fecha de respuesta 9 de abril de 2025, 12:39

    Hi Krpan_Martin, 

    With Jotform Report Builder, you can easily generate visual reports that are based on your submission data. Let me show you how:

    1. On your My Forms 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.

    How to share a report to my client Image 1 Screenshot 40

    4. Enter a Report name and choose a Report Type.

    5. Then, click on Create and that’s it. You’re done.

    How to share a report to my client Image 2 Screenshot 51 For the Extended and the Compact report types, Report Builder will automatically create a chart for each form field or widget on the form. We also have a guide about How to Create a Visual Report with Your Form Submissions that you can check out.

    Another way is you can easily download your data from Jotform Tables as a CSV, Excel, or PDF file. Let me show you how:

    1. On your My Tables page, hover over the form whose data you want to download, and click on View Table.
    2. On the upper-right side of the page, click the on Download All button. 
    3. Now, select Download as CSV, Excel, or PDF to download your data.

    How to share a report to my client Image 3 Screenshot 62 You can also check out our How to Download Form Submissions as Excel, CSV, or PDF guide for more information.

    Let us know if you need any other help.

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