How to generate visual reports with custom amount

  • tatyelen1
    Perguntado em 7 de junho de 2024 às 07:17

    Bom dia,

    Tenho um formulário com minhas despesas mensais, teria como colocar o valor nos relatórios (Graficos).

  • Raymond Jotform Support
    Respondido em 7 de junho de 2024 às 07:22

    Hi Tatyelen,

    Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Portuguese, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    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.

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

  • tatyelen1
    Respondido em 7 de junho de 2024 às 07:26

    Eu entendi essa parte da criação do Grafico, eu gostaria de colocar o valor de cada despesa em Valores financeiros (soma total das despesas), não a quantidade conforme a imagem abaixo:

    exemplo:Agua/ Luz - R$120 ...


    How to generate visual reports with custom amount Image 1 Screenshot 20

  • Ericson_B Jotform Support
    Respondido em 7 de junho de 2024 às 07:42

    Hi Tatyelen,

    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.

    Thanks for your patience and understanding, we appreciate it.

  • tatyelen1
    Respondido em 7 de junho de 2024 às 10:30

    Ok, fico no aguardo! Obrigado!

  • Ericson_B Jotform Support
    Respondido em 7 de junho de 2024 às 17:39

    Hi Tatyelen,

    Unfortunately, what you're trying to do is not possible because the values you're attempting to add are single-choice options. These fields do not have a value, and you cannot add custom text or amount to charts. As a result, when you create a chart, you will only see the quantities of how many times those options are selected in the form. The only option for adding a custom amount in reports is to include a text element in the form and then align those text elements in the chart. Let me show you how: 

    1. In Report Builder, select Add Form Element in the upper-left corner.
    2. Drag and drop text element in the report beside the chart. 

    How to generate visual reports with custom amount Image 1 Screenshot 20 Reach out again if you have any other questions.

  • tatyelen1
    Respondido em 7 de junho de 2024 às 18:03

    Mas qualquer filtro que eu fizer e mudar o grafico o campo que vc sugeriu não é atualizado?

  • Afzal Jotform Support
    Respondido em 7 de junho de 2024 às 18:31

    Hi Tatyelen,

    As mentioned by my colleague, it is not possible to add custom values in the Report Builder. The text element option shared by my colleague will help you add custom text as you needed.

    Let us know if there’s anything else we can help you with.