How to create a Report?

https://form.jotform.com/dentoncamp/kids-camp-24

Hello, for the above form, it's great that I can click on a customer and see the $ amt they paid, but can I create a report that will show me what items were sold and their $ amts. It's great that I can create 1 product called punchcard and then set different $ amt for that item but I'd like to get a report that tells me the Student name it was bought for and the $ amt that was selected.

Thanks

Holly

Hi Holly, 

Thanks for reaching out to Jotform Support. 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.

4. Enter a Report name.

5. Choose a Report Type:

• Blank – you can add and place charts manually.
• Extended Report – a single chart is shown per page by default.
• Compact Report – two charts are shown per page by default.

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

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.

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

Yes I understand how to create a report. Please read my question. The report I am able to generate shows me the products sold but not the $ or quantity. So the detail I need is not there.

Hello, for the above form, it's great that I can click on a customer and see the $ amt they paid, but can I create a report that will show me what items were sold and their $ amts. It's great that I can create 1 product called punchcard and then set different $ amt for that item but I'd like to get a report that tells me the Student name it was bought for and the $ amt that was selected.

Hi Dentoncamp,

I understand what you’d like to do, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

Hi Dentoncamp,

Thanks for your patience. I cloned and tested your form, I was aale to show the amount and the quantity. It's easy Let me show you how:

1. In Form Builder, go to the top left beside the Jotform Logo and choose Report Builder.
2. Click on Add Element, and then go to Form Fields.
3. Scroll down and look for Payment. Hold and drag Payment to your report.
4. On the right side, choose quantity or amount. You can repeat the steps if you want to see both amount and quantity.

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