Set Up Report Tracking for Department Receipts

  • Kemuel Benyehudah
    Asked on June 26, 2024 at 12:46 PM

    Hi Could you give me a call at 347.276.8542

  • Sidharth JotForm Support
    Replied on June 26, 2024 at 1:09 PM

    Hi Kemuel,

    Thanks for reaching out to Jotform Support. Unfortunately, we currently do not provide live phone support. Do you want to add reports in the form based on the submission data? 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.

    1655715012 62b034c4a940e  Screenshot 10

    3. Now, select Visual Report Builder, which will open Report Builder.

    1655715163 62b0355b7c997  Screenshot 21

    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.

    1655715359 62b0361f0fb9b  Screenshot 32

    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.

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

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

 
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