Customize Reports

Customize Reports

Add New Report

To start creating a custom report, click on the Edit Report link at the top-right corner of the page and then on Create New Report. You can either start from scratch or duplicate the default report. Select one of the tabs New Report or Duplicate Report and name your report. Click OK. Creating a new report means that you’ll be adding, one by one, the form fields that you want to show in your report, with your preferred chart type.
The image below shows a new report page. Similarly to the Add/Edit Field panel in your Form Editor, the panel on the left side of this page allows you to Add Widgets or Edit Widgets. Read more about widgets.

New Report

The menu in the top bar allows you to edit or delete a report and also to set it as the default report.

Reports Menu

Reports are updated automatically to your audience, but you still have to use the Update Report link on the bottom part side of the Reports section for your private statistics.

8 Comments

  1. mackenzie says:

    can you create a monthly report for a form and have it automatically sent out to an email.

  2. This page does not give me a option to save my report as pdf what are the steps in which I need to take to get a pdf copy of this report.

  3. Romain says:

    Hi,

    I can’t see the button to dupplicate the report, I don’t have this option.
    I’m asking this because when I create a report (a chart pie) nothing appear, as if no one answered the test and when I switch back to the default chart, a pie chart appear. Can you help me?

    Thank you

    • Hello!

      To duplicate a report do the following:

      1. Open the report you want to duplicate in the dropdown from the top right side of the Reports section.

      2. Click on the button New Reports and wait for a lightbox to pop up on screen.

      3. In the lighbox that appears on screen, click on the Duplicate Report tab.

      4. Next, select the report you want to duplicate in the dropdown and type in a name for the report.

      5. Press Ok and you should see the copy of the report with all widgets and data. Simply hit Finish on the top right side and you are done.

      Regarding the creation of the pie chart widget, you’ll need to select the field you want to include by selecting it in the dropdown for Control.

      For further assistance, don’t hesitate to contact our Support Team at support@123contactform.com or via our contact form.

      Thanks!

  4. Miriam Ravelo says:

    Hi!

    When I generate a report the countries names are showed in acronyms, but I would like to have the full name of the country. How can I change this?

    Thank you in advance for your reply!

    • Hello Miriam!

      Could you be more specific? Do you use acronyms on your form? Because if you use acronyms as available options on your form, the same acronyms will appear in your reports, if selected by your form users.

      Contact our support specialists at support@123contactform.com or via our contact form and send them your form’s URL to further investigate the problem.

      Thanks!

Leave a Reply

Your email address will not be published. Required fields are marked *