Report Builder
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FAQs
Introduction
Once you have clicked “New Report” or “Edit Report” from the Report Manager, you will be taken to the Report Builder. From this page you can create and edit the title, descriptions, filters, and graphs that appear on your report.
Name and Description
These two fields appear at the top of your report. The only field on a report that is required is a name, which the report URL is based on.
Dataset
The dataset is the heart of a report. The first step in creating a dataset is to determine the filtering. For example, you could leave it at the default filter of “Use all entries from myform.” This means that all entries submitted into your form will appear on the report. If you wish to apply more filters beyond the default, the following options are available:
selected entries - Selecting this option opens up filtering by field. If your form has a field named “First Name,” you could then filter your dataset to something like, “First Name is equal to Bob.” The dataset will then contain only submissions that have a First Name of Bob.
conditions - In the example above, the filter was set to “is equal to.” This may also be set to “Contains,” “Does not contain,” “Begins with,” and “Ends with.”
match type - You may also select a match type of “any” or “all.” If you have multiple filters in place, you can select submissions that match any of your filters, or only those that match all of your filters.
Once you have determined what type of data to place in your dataset, you may also set the following parameters:
Show the Dataset as a Table in the Report - If you do not wish for a table to appear on your report (meaning you only wish to see graphs) then uncheck this setting.
Make the Table Columns Editable by the User - Each table has headers. By default, a table loads with two form fields showing, and the rest of the data is revealed by clicking a “+” sign in the upper right hand corner. If you wish to hide this sign to prevent your users from seeing all form data, then uncheck this field.
How Many Entries per Page? - How many entries would you like to appear on the table. The maximum is 100.
Which Columns Do You Want to Show? - When the report first loads, which fields would you like to appear in the table by default. If none are selected, 2 form fields will show by default.
When I export, why is all of the information being exported even if it is not visible in the report?
When you’re editing the report, you’ll see an option to “Allow User to Add Columns in the Table” in section #2 under “Table Settings”. This means that people can click the red plus sign at the top right-hand corner of your report to add/remove all columns. They can add fields that you haven’t specified as viewable when the report first loads. Since the data is technically there behind the scenes, it is all exported. If you un-check the “Allow User to Add Columns in the Table” setting, then only the fields that you specify to be seen when the report loads will be exported.
Can I make reports graph over time?
We’re sorry, but Wufoo does not provide the ability to graph reports over time.
Can I make files available to the public through a report?
Due to security concerns, files can only be downloaded by an admin. We do have plans on making this more flexible in the future.
Is there a way to perform calculations on a report?
We’re sorry, but Wufoo’s reports are fairly linear and you will need to export the data into excel in order to perform calculations.
