Visual Reports: Show the total assigned calculation value of each selected answer

  • Jeff
    Asked on September 13, 2024 at 8:42 PM

    After doing research to find out which form builder product would be the best one to help a colleague small business, I was very impressed with Jotform. You’ve created a great product that is easy to use, very templatized across a variety of form types/industries. I’m doing a test with it to see if it will work for this small business. What I can’t figure out how to do in the product is make a summary visualization report of the total results. I want to be able to visualize the summary results of the data in an easy snapshot for both the user and the business owner. Does Jotform do this?

    Thanks

    :: Jeff


  • Sonnyfer JotForm Support
    Replied on September 13, 2024 at 10:12 PM

    Hi Jeff,

    Thanks for reaching out to JotForm Support. We're glad that you're impressed with our platform. I can't seem to locate a form in your account, but you can view a summary of products using our Visual Report. Let me show you how to create one:

    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.

    Visual Reports: Show the total assigned calculation value of each selected answer Image 1 Screenshot 30

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

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

    Visual Reports: Show the total assigned calculation value of each selected answer Image 2 Screenshot 41 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. As for sharing the Visual Report, you can check out this guide instead.

    Give it a try and let us know if you need any help.

  • jeffandjulie
    Replied on September 19, 2024 at 9:06 PM

    Thank you! That’s really helpful.

    To be more specific, I’m trying to figure out how to assign values to each answer in my form and then tally the results into a visual report that represents the sum of the total responses. So that the end summary result will look something like this (hopefully much better visually). See below -

    Visual Reports: Show the total assigned calculation value of each selected answer Image 1 Screenshot 20

  • Sonnyfer JotForm Support
    Replied on September 19, 2024 at 9:23 PM

    Hi Jeff,

    Although you can assign values to each answer in your form, such values can only be used for calculation inside the form and won't come into reports. In our Visual Reports, you can only see how many times an answer has been selected like this:

    Visual Reports: Show the total assigned calculation value of each selected answer Image 1 Screenshot 30

    I understand you want the total of the values assigned to each answer to see in reports, so I'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.

    Thanks for your patience and understanding, we appreciate it.

    Visual Reports: Show the total assigned calculation value of each selected answer Image 2 Screenshot 41

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