How to Create a Shareable Excel Report?

Hello!

If you log into our account, we normally share our reports as the visual report for players who have filled out the jot form. Is there a way for this to just be in an excel format that is online and live like the other ones?

We use this product for our tournaments as a player waiver form. It's really cool!

This form is live and shows all tournament data but we can't share it. We'd like to have this "visual type" of data to be able to share out. But we only need a few columns, not all of them.

https://www.jotform.com/tables/220316727785158

This report we can share, but it only shows it in THIS format.

https://www.jotform.com/report/22105065535504616

Is there a way to have a sharable report but have it be in excel format instead?

Travis Tew

Founder

5v5 Soccer

Hi Travis,

Thanks for reaching out to Jotform Support. You can create a shareable excel report with specific columns, but it cannot be made into a visual report. Form submissions will be displayed in the form of data columns. Let me show you how:

1. On your My Forms, select the form.
2. Open Reports at the top, then select Add New Report.
3. Select Excel Report.
4. Customize your report by specifying the report name, fields to include, and other configurations.
5. Select Create at the bottom.
6. In the confirmation dialog, copy your report’s link or download your report as Excel.

This is how the data would appear in the report if you picked the columns you needed. 

Give it a try and let us know if you have any other questions.

But this option DOWNLOADS an excel form. I want it to be online that I can share it.

Like this report... we share it with our onsite directors to allow them to see who has finalized the form or not

https://www.jotform.com/report/22105065535504616

Hi Travis,

You can try using HTML Table Listing which is similar to Excel as shown in the screenshot.

Here's how to do it:

1. In My Forms, tick the checkbox on the left side of the form to select.

2. On the top navigation bar, click on Reports.

3. Click on Add New Report.

4. Select HTML Table Listing.

5. Configure the HTML Table Listing.

6. Click on Create.

7. Click on Open Report.

Give it a try and let us know how it goes.

Okay, that works better. But we use one master form that has their tournaments in a drop down menu. We want to be able to FILTER this based on the answer there. Is that possible?

For example:

These are pulling from the same form, but I can filter the report to show ONLY the ones that are in that particular event.

https://www.jotform.com/report/22105065535504616

https://www.jotform.com/report/23223420181203712

Hi Travis,

Unfortunately, the HTML Table Listing report does not allow you to filter data based on the answers in a field or choice. Once you've created an HTML Table Listing, you can only select which fields to display. The functionality you want in a report is only available in a Visual Report. 

Let us know if you have any other questions.