Reports

Reports

With reports, you can sort and consolidate form data by setting filters. This way you can better analyze the data you've collected and get your team involved to manage them. You can share them publicly or with specific users. You can even embed the report into any web page. 

Table of Contents

Create Reports

To create a new report:

  1. On the homepage, click on the Reports link given below your form's name.
  2. A list of all the reports of that particular form will be displayed.
  3. To create a new report, click on the New Report button at the top-right corner of the page. 
  4. Name the report and click Create. The report builder appears.

create-report​​​

Alternatively,

  1. Click on the Reports tab in the Home page.
  2. A list of all the reports created will appear.
  3. To create a new report, click on the New Report button at the top-right corner of the page.
  4. Name the report, and select the form for which you want to create a report.
  5. Click Create. The report builder appears.

You are provided with the following options while creating a new report:

  • General
  • Custom Filters (Conditional logic)
  • Auto Filters
  • Show/Hide Columns

General

Under this setting, you can rename the report, set the date format and fix the time zone.

report-settings​​

Report Name: You can enter a name for your report. Rename your existing report at any time.

Date Format: Date will be displayed according to the selected format.

Time Zone: Under Date-Time column in your report, the time will be calculated and displayed based on the selected time zone. 

Custom Filters

Use this option to filter out entries that match specific conditions. Entries that match the set conditions would automatically be added to the report. 

To do so:

  • Click on the Custom Filters tab and click on Configure Filter.
  • Here, you can give multiple conditions to filter out only those entries that you wish to include in your report. Select the Field Name and the condition it has to satisfy by choosing a Comparison from the drop-down list and the Value it has to match.
  • To add a condition or delete a condition, click on the Plus and Minus icons respectively.
  • If you want your entries to satisfy two or more conditions, select Match All radio button. If it has to satisfy any one among multiple conditions, select Match Any radio button.
  • Click on Save once you're done. To view your report, click on the Entries tab.

Auto Filters

Use this option to filter entries based on the inputs given in Dropdown or Radio fields.

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Show/Hide Columns

  • In this section, you can select the fields with which you would want to create the report. Uncheck all the fields that you don't want to be displayed. You can modify the display names of the fields. Click on Save once you're done.
  • Here, you can even choose to display the IP address of the system used to answer the form & the time the form was added and modified. 

To re-arrange the fields in your Entries, drag and re-arrange the fields in the Show/Hide columns page to change its position. Arrange the fields in the order in which you would like to list your entries.

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Share Reports

Similar to forms, you can also share your reports in the following ways:

  • As a public link
  • With the users in your organization

When sharing with members of your organization, you can choose to give them either Read Only access or Read/Write Access. Do so, by selecting an option from the drop-down menu.

You can even embed the report on your website. We provide the following embedding options  

  • iframe source
  • HTML link
  • HTML button
  • Popup dialog 

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Print and Export Reports

Print Reports

You can print your reports either as a list or a summary. To print your reports:

  • Open the report you want to print, and click on the Entries tab.
  • Click on the Print icon.
  • A pop up dialogue box with two print options appears, 
    • choose Print as List if you would like to print the entire report as a table.
    • choose Print as Summary if you would like to print individual summaries of all entries. Check the Include comments checkbox if you would like comments to be included.

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Export Reports

To export reports,

  • Open the report you want to export, and click on the Entries tab.
  • Click on the Export icon. The Export Data dialog box appears.
  • Choose whether you want to export as CSV or PDF. You can also add a password to protect your exported report.

To view all reports shared with you, click on the drop-down menu in the search text box and select Shared reports.

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