Reports | Creating Reports - Zoho Forms

Creating Reports

With reports, you can sort and consolidate form data by applying filters on the received entries. This way, you can analyze the data collected better and get your team involved in managing them. You can share the reports publicly, or with specific users, and print and export the reports. You can also embed the report into any webpage. 

You can access the Reports section of your form in two ways:

  1. 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.

    Reports link below form name
  2. To create a new report, click New Report in the top-right corner of the page. 


  3. Name the report and click Create. You will see the report builder.
      create-report

Alternatively,
  1. Click the Reports tab on the home page. A list of all the reports created will appear.


  2. To create a new report, click the New Report button in the top-right corner of the page.
  3. Name the report, then select the form for which you want to create a report.
  4. 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-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. 

Name Delimiter: You can choose the delimiter that you wish to use between the First and the Last name elements of the Name field entries.

Address Delimiter:  You can choose the delimiter that you wish to use between the entries of the Address field elements.

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,

  1. Click the Custom Filters tab, then click Configure Filter.
  2. 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.
  3. To add a condition or delete a condition, click the + and - icons respectively.
  4. 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.
  5. Click Save.

    Custom Filters
To view your report, click the Entries  tab.

Auto Filters

Use this option to filter entries based on the inputs given in Dropdown or Radio fields.

Auto Filters

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.


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