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The Report Manager works just like Wufoo’s Form Manager, except it contains all the actions associated with maintaining your reports. The layout is identical, and most of the functionality works the same as well. You can access the Report Manager by clicking the Reports tab.
First things first. In order to create a report, you must have an existing form. Once you have a form, you can begin creating reports by clicking on the “New Report” button in the top right.
All reports are listed on this page, and clicking on a report name will take you to that report. As you hover the mouse over each report, you will also see “+” and “-” icons appear over to the right. Click on these to duplicate and delete reports, respectively.
Each report that you create allows for multiple primary actions. These actions are found directly underneath the name of the report.
View. Opens a new window to the report that would be seen by you or your users.
Edit. Takes you in the the Report Builder and allows you to edit the properties and settings of the selected report.
Export. Allows you to export the report to Excel, CSV and Text format. The Excel format is XML based, and is not supported by all versions of Excel. If your version does not support XML, you may import using the Text (also known as tab delimited) export or the CSV export.
Protect. If your report is public, you may set a password to only allow certain users access to the data. In order to view the report, those users will be need to know the password that you’ll specify here.
Along with the primary actions of the report, there is also a checkbox off to the right labeled “Public”. By checking this box, you have now published your report. A published report means that the form is viewable by anyone who browses to the report URL.
There are two ways to export your data from a report - either inside of Wufoo or on the actual report itself.
Inside of Wufoo If you’re logged into Wufoo and head to the report manager, you’ll see an export icon beneath the name of each report. Clicking on that icon will bring up a lightbox where you can either download a report in excel or .csv format.
On the report When you view a report, you’ll see two icons at the top right-hand side of the report. Clicking on the excel icon will download the report as an excel file and the .csv icon will download a .csv file.
** Note that you can also export your data from the Entry Manager.
Even though data may not be showing directly on the report’s datagrid, if you have included a field to be part of a report, it will be exported. This can happen if you choose to show 15 fields, but you are hiding 10 of the fields when viewing the report in order to make the report easier on the eyes. If you do not want this data to be exported, you will need to edit your report, uncheck the “Allow User to Add Columns to the Table” in the Data settings and uncheck any field that shouldn’t be seen or exported.
We’re sorry, but due to the technologies Wufoo uses to render reports, the datagrid will not print in full and the graphs are not printable. You will need to export your data or take a screenshot to capture a report.
When you’re in the report manager, just select a theme in the drop down box to the right of your report name. This box is populated with any custom themes that you have created in the Theme Designer.
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.