Jotform Report Builder FAQ

Jotform Report Builder is a powerful reporting and presentation tool that creates charts, infographics, and presentations. Report Builder uses the data from your forms to build a polished presentation.

To create your first report, start by building a survey, poll, or other type of form. Share it with your audience and collect some submissions. Then go to the My Forms page, choose the form you would like to create a report for, and follow these instructions:

• Hover over a form and select More.
• Select Open in Reports.
• Enter a name for your report and choose the type of report you want to create.

You can also go to the My Reports page to see reports you’ve already created.

Jotform Report Builder is available with every plan. Whether you’re on our free Starter plan or you’ve upgraded for additional storage or HIPAA compliance features, you can always create professional reports to showcase your form data.

As many as you’d like! There are no limits on the number of reports you can create.

If you don’t feel like building a report from scratch, select the Extended or Compact Report layout to generate your report and auto-populate it with your form data.

Yes, you can download your report as a PDF by clicking on the download icon in the Jotform Report Builder.

Unfortunately, this feature is not currently available.

Yes, Jotform Report Builder allows you to share your reports with coworkers, clients, stakeholders, and more. Make your reports public, private, or available only to members of your company. For time-sensitive reports, you can set custom expiration dates to control how long users can access them.

Yes, without doing any coding, you can display your live report wherever you want. Simply copy and paste the auto-generated embed code to embed your report directly in your website or a content platform like Medium or WordPress. Embedded reports will update automatically with real-time data.

Yes, you have the option to import additional data from CSV or Excel files into Jotform. Our Report Builder will then be able to generate reports using the data in your imported files.

Yes, your report will update automatically with each new submission, giving you the most accurate data as quickly as possible.

Yes, you can easily filter your report to organize and display relevant data. Just click the Filter icon next to the search bar, select the form fields, and add conditions for the filter.

Unfortunately, no. Currently our Report Builder is able to auto-generate reports based on submissions from one form at a time.

For reports that require multiple forms, consider using the Combine Submissions integration as a workaround. This tool allows you to combine submission data from two different forms into one CSV file.

No, not from our Report Builder. Since the data presented in your chart is directly based on form submissions and imported data, the only way to edit your chart’s data is by editing the actual form submissions.

Yes, users with HIPAA compliance features can use our Report Builder to generate reports with patient feedback and medical data.

Yes, Jotform Report Builder is available for Jotform Enterprise users. Please contact our Enterprise sales team for more information.