How to Create a CSV Report

When asked for a report of your submissions, there’s no need to go through the tedious process of manually creating a CSV report. With Jotform, generating reports is quick and easy. One of the most common formats used in reports is a CSV. Below, you will find the steps on how to create a CSV report:

Creating a CSV Report

To create a CSV Report

1. On your My Forms page, select the form you want to generate a report from.
2. Click the Reports button.
3. Then click Add New Report.

4. Select CSV Report from the Create a Report modal pop-up.

5. Next will be the CSV Report setup page, which is divided into three sections:
   • Report Name — type the name of the report that will be shown under the Reports menu on the My Forms page.
   • Fields — include or exclude fields and other information such as Submission ID, Submission Date, or IP address.
   • Report Configurations — enable or disable additional report settings to your preference.
     • Password protection — an optional but added layer of security.

6. Click the Create button at the bottom to finish the setup.

After clicking the Create button, you will receive a notification indicating that the CSV Report is ready. In the same pop-up, you’ll see a link to the report you just created, along with buttons to copy the link or download the report. To close the pop-up, click the close (X) icon in the top-right corner.

Managing and Editing CSV Report

You can easily manage and edit your CSV reports directly from your My Reports page. This page allows you to view, modify, and organize all of your generated CSV reports in one central location. Whether you need to update the content, adjust the formatting, or change the filters, the My Reports page provides you with full control over your CSV reports. You can also delete any unwanted reports or clone them to create new versions, ensuring your reports always meet your needs.

1. In your My Forms Page, open the App Selector panel in the upper-left corner.
2. Select My Reports.

3. In the My Reports page, you will see a list of all the reports you have created. Select the CSV report you created and click on Download to download your report. To edit the existing report, click the Edit button.

4. Click on More to see the list of other options:
   • Form Title — Hover your mouse here, to see the following option:
     • View form — Click to view the form to see your form.
     • Assign form — Assign the form to other users or team members.
     • Edit form — Edit the form to make changes or update its content.
   • Edit report — Modify the report to update its content or data.
   • Rename — Change the name of the report to better reflect its purpose or content.
   • Clone — Create a copy of the report for use or further customization.
   • Download — Download the report in your preferred format, such as CSV, PDF, or Excel.
   • Move to Team — Move the form to a team folder for shared access and collaboration.
   • Archive — Archive the report to keep it stored for future use without deleting it.
   • Move to Trash — Move the report to the trash, where it can be permanently deleted later.