Creating Reports
You can access the Reports section of your form in two ways:
-
On the homepage (Forms listing page), click the Reports link
below your form's name. A list of all the reports created for that particular form will be displayed.
-
To create a new report, click New Report in the top-right corner of the page.
- Name the report and click Create. You will see the report builder.
-
Click the Reports
tab on the home page. A list of all the reports created will appear.
- To create a new report, click the New Report button in the top-right corner of the page.
-
Name the report, then select the form for which you want to create a report.
-
Click Create.
You will have the following
Report Options
while creating a new report:
- General
- Custom Filters
- Auto Filters
- Show/Hide Columns
General Settings
Report Name:
You can change the name of your report here. You can rename your report at any time.
Date Format: Date in the report will be displayed in the format selected here.
Time Zone:
Under the
Date-Time
column in your report, the time will be displayed based on the selected time zone.
Custom Filters
Use this option to filter out entries that match the conditions you specify. Entries that match the set conditions will automatically be added to the report.
To do so,
-
Click the Custom Filters
tab, then click Configure Filter.
- Here, you can give multiple conditions to filter out only those entries that you wish to include in your report. Select the Field Name and the condition it has to satisfy by choosing a Comparison from the drop-down list and the Value it has to match.
- To add a condition or delete a condition, click the + and - icons respectively.
-
If you want your entries to satisfy two or more conditions, select the Match
All
option. For the entries to satisfy any one condition from the multiple conditions specified, select the Match Any
option.
-
Click Save.
Auto Filters
Use this option to filter entries based on the inputs given in Dropdown
or Radio
fields.
Show/Hide Columns
Under Show/Hide columns,
- You can choose to show or hide the form fields from a report.
-
You can modify the display names of the fields.
-
To change the order of the fields in your report, drag and rearrange the fields.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Viewing Form Language in Reports
To view the form language for each entry in the report created for a form, Go to the Reports builder. Click Show/Hide Columns under Report Options. Under Form Fields, select Submitted Language. Click Save. A dedicated column (Submitted Language) to ...Search Filters
Default Search Filters By default, the All Entries section lists all the form responses. To apply filters, click the Filter by dropdown. You can filter entries based on the time they were submitted. You can also view the Partially Saved Entries. ...Viewing Reports
To view all the available reports in your account, Click the Reports tab. You can select a report you want to view from the list of all reports. To view the reports of a specific form, Click Reports under a form's name in the forms listing page ...Report Scheduler
You can schedule and send reports of the form entries as CSV files to recipients at regular intervals, where you can set the particular email to repeat on daily or weekly basis. For example, this can be helpful to send your team members a weekly ...Exporting Reports
You can choose to export report entries as a CSV or PDF file. Export as CSV Exporting report entries in bulk To export all the report entries in bulk as a CSV file, In the Reports section of your form, click the Export icon as shown. Select Export ...