How to Create a CSV Report

When you need 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 for reports is CSV, and Jotform makes it simple to create one in just a few clicks.

Creating a CSV Report is easy. Let’s do it:

1. On your My Workspace page, click on Type at the top and in the Dropdown menu that opens, uncheck the boxes next to all the assets except Forms, so only they’ll be shown on the page.

2. Now, click on the form that you want to generate a CSV Report for.
3. In the menu at the top of the page, click on Reports.

4. Then, click on Add New Report.

As an alternative, you can also click on More on the right side of the screen and in the Dropdown menu, click on Create Report.

5. On the Create Report page that opens, click on CSV Report.

6. Next, set up the following options:
   • Report Name — Enter a name for your CSV Report.
   • Fields — Select the form fields to include in the CSV Report.
   • Report Configurations — Enable or disable additional CSV Report settings the way you want them.
     • Password Protection — Secure your CSV Report with a password (optional).
7. Now, click on Create at the bottom of the page, and you’re all set.

You’ll then be prompted that the CSV Report is ready, and now you can do the following things:

1. Copy Link Button — Copy the CSV Report link to your clipboard.
2. Download Report Button — Download the CSV Report to your device.
3. X Button — Close the CSV Report window.

And that’s it! You’ve successfully created a CSV Report. Now you can easily download, share, or save it for future use.