How to Create a Live Dashboard Using Jotform Report Builder

Introduction

Creating a live dashboard using Jotform's Report Builder is a straightforward process that can enhance the way you visualize and interact with your form data. In this article, we will walk through the steps to create a live dashboard effectively.

Step 1: Create a Form

Before you can build a live dashboard, you need to have a form created using Jotform. If you haven’t done so yet, take a moment to create your form. Once your form is ready, you will see it listed in your Jotform dashboard.

Step 2: Select Your Form

For demonstration purposes, let’s select a course registration form. Click on the form you’d like to use, then navigate to the "More" dropdown menu, where you will find the option to create a report.

Step 3: Create the Report

From the dropdown, select "Create Report." You will be presented with several options to choose from. For creating a live dashboard, select "Visual Report Builder." Here, you will have three options: create a blank report, an extended report, or a compact report. For this guide, we will choose the compact report option.

Step 4: Name Your Report

Assign a name to your report, for instance, "Live Report," and click "Create." The system will generate your report based on the elements from your selected form.

Step 5: Customize Your Dashboard

When the report is built, you will have the ability to edit and customize the dashboard to suit your preferences. You can modify the layout, choose different types of graphs or charts, and adjust the elements as needed. If you want to add more elements, you can do that through the provided tools.

Step 6: Publish Your Dashboard

To make your report a live dashboard, you must publish it. Click on the "Publish" button, then navigate to the settings. By default, your report will be set to private; to convert it into a live dashboard, change it to public. After saving this setting, you will receive a public link to the dashboard.

Step 7: Accessing Your Live Dashboard

Using the public link generated, you can now access your live dashboard. This dashboard will allow anyone with the link to view real-time data and insights from the forms you’ve created.

Step 8: Additional Resources

If you require more information on creating a live dashboard, Jotform provides comprehensive documentation.

In summary, creating a live dashboard using Jotform's Report Builder is a simple yet powerful way to visualize your form data dynamically.

Keywords

• Jotform
• Live Dashboard
• Report Builder
• Form
• Visualization
• Public Link
• Customization
• Data Insights

FAQ

Q1: Do I need to create a form before using Jotform Report Builder?
A1: Yes, you need to have an existing form to create a report using the Jotform Report Builder.

Q2: Can I customize my live dashboard?
A2: Absolutely! You can edit various elements of the dashboard and choose from different types of graphs or charts to suit your needs.

Q3: How do I make my dashboard public?
A3: In the publishing settings, you can change the default private setting to public, which will generate a link for anyone to access the dashboard.

Q4: Is there documentation available for further assistance?
A4: Yes, Jotform provides extensive documentation that can help you with more detailed aspects of creating and managing live dashboards.

Q5: Can anyone view my live dashboard once it's set to public?
A5: Yes, anyone with the public link can view your live dashboard.