The Wufoo Blog

Archive of Tips & Tricks

All You Need to Know About Analytics

By Michael Lim · September 2nd, 2015

Our Analytics tool is full of interesting statistics and percentages for your form, that you won’t find anywhere else. Ensure sure you’re making the most of these tools with this breakdown of the major pieces:


This records the number of times your form is loaded. Whether that’s directly through one of our provided links or an embedded form, we help you track the total number of views your form has. This comes in handy when comparing some of the other Analytics data. You can also adjust the timeframe for the view count. The available options allow you to look at the number of views in a single day, month, year, or the last 12 trailing months.



As one might expect, this is the amount of successful completed entries. Like Pageviews, you can also use different units of time to examine your collected entries. With Entries, we also provide some additional stats, beyond just the total number received in a given timeframe. You can also look at the number of entries received from various countries/regions (and cities), as well as by operating system and browser type. This gives you invaluable insight into where your users are coming from, and what sort of technology they use to access your forms. Additionally, we track some basic referrals, to give you a glimpse at which sources are providing the most completed entries. This can be particularly helpful if you have the same form (such as a signup or contact form) embedded on multiple pages, and you want to see which page is the most successful.

Entries total

Conversion Rate

Since the whole point of making a form is to collect data, why not track how efficient your forms are? The conversion rate we calculate is simply the number of submitted entries, divided by the total number of page views. This gives you an idea of how effective your form is at getting users to view, fill out, and complete an entry. A low conversion rate can be a good indication that you need to make some tweaks

Conversion Rates

Error Score

Error score is probably the most advanced of the analytics options. When an error, such as for field validation or blank Required fields, is triggered, these are counted towards the form’s error score. The total number of errors is divided by the number of successful submissions, to give the score for that particular timeframe. Similar to conversion rate, this measurement can be a signal that you might want to make some changes to your form. It can also lead to additional insights when you examine how error score changes over time. Maybe you find that your users tend to make more errors late at night, or on Friday afternoons, and you can use that information to adjust how and when you distribute or promote your forms.

Error score

Average Time

Average time is pretty simple, just tracking the amount of time each entry takes from page load to submission, and then computing the average for all collected entries. Depending on your goals, you may want users to fill out the form as quickly as possible (to avoid them getting distracted, and hurting conversion) or it may be better for users to take their time (if you have particularly complex question, and you want to avoid mistakes). Average entry time can help you to address any misalignment, and apply some quick fixes, like adjusting your field alignment

Average time

Don’t be shy. Let Michael know if you have questions below and check out our Guides page for even more handy tips and tricks!

How to Perfect the Running Total Feature with CSS

By Kane Stanley · September 1st, 2015

We’ve no problem being blunt. The Running Total is such a beautiful feature of Wufoo. The user can fill out the form and see exactly how much they owe as they fill it out. Everything seems clear and well, perfect—right? What could ever go wrong with such a lovely feature? Not much.

However! It is possible that users may run into one tiny issue. Let’s say you have a longer form with a Running Total, fields next to each other and a long section break in it. When the running total scrolls down with the form, it can get in the way of those other fields.

Check this out:

Running Total

It may not be the prettiest sight you’ve ever seen. Sure, there’s pizza in the background—brightens up anyone’s day of course—but that running total is obscuring the view of some of the fields. The user could scroll back up to see it all again, but it can be a bit of a pain. Luckily, you can use custom CSS to fix that running total to the top of your page so it doesn’t get in the way. It’s proper easy CSS as well:


That CSS will tell the running total to stick to the top of the page rather than moving with the form as the user scrolls up and down. As a result, it won’t get in the way of any fields or section breaks in the form. Let’s check out the same form after adding that CSS:

Final Running Total Result

Since the CSS has been applied the running total isn’t budging from the top of the page. Now all fields are clearly visible, but the running total remains in the form. Just another way that some simple CSS can improve your form!

As always, share your burning questions or comments with Kane in the Comments section below!

Learning How to Speak Wufoo

By Michael Lim · August 7th, 2015

iStock_000019680202_Small copyWhen traveling to a foreign country or starting a new hobby, understanding important terms will help to ensure you have a positive experience. Likewise, with Wufoo, knowing a few key phrases will allow you to navigate all of our custom settings and powerful features with ease.

Here’s a comprehensive guide to help you get started. Learning caps on!

Account Owner

The main user on a Wufoo account. Usually this belongs to the person who first made the Wufoo account, and on Gratis and Ad Hoc plans, it’s the only user for the account. However, the Account Creator may be updated after the initial creation, for example if an employee leaves a company, they may pass the account to their successor. This is the only user who can make changes to the account’s plan, such as upgrades.


An email which can be sent to one email address entered into an Email field. It can also include a copy of the entry as part of the email body. Often used to provide the person filling out a form with a verification that their entry has been submitted.

CSS Keywords

Provided shortcuts for additional field styling or functionality. These keywords are used to apply some additional, pre-written CSS, so no knowledge of CSS is necessary. Includes modifications like aligning fields in columns, hiding portions of a multi-part field, or hiding a field from view.


A single submission of a form. When someone clicks “Submit” on a public form, an account user manually creates an entry through the Entry Manager, or an entry is sent via our API, this counts as one entry (regardless of the number of fields on the form). These are stored in the Entry Manager. The number of entries allowed per month will depend on the account’s plan.

Entry Manager

Stores a form’s submitted entries, and also allows for the creation of entries for Private forms. Accessed by clicking the Entries button under each form.


The fundamental building block for collecting data through a form. Field type determines what sort of input can be collected. In addition to standard fields (text, number, multiple choice, drop down and checkboxes), Wufoo also provides premade fields for some of the most common data types (Address, Email, Website, etc) that include some basic validation. A form (on a paid plan) can have a maximum of approximately 100 fields, but this varies based on the specific field types.


A collection of fields for collecting information. Can be shared via URL, embedded on external pages, or accessed using the Wufoo API. Many different types of forms can be created, and there are a wide variety of examples in our Template Gallery.

Form Manager

Contains all of an account’s forms, and links to other portions of the account. Sometimes referred to as the “main” page, since it’s the first page you see upon logging in. Under each form, you will find buttons that provide access to the Entry Manager, Rule Builder, Notifications, and other menus for each form.

Form Builder

The area used to create and edit forms by adding/removing fields and updating Field Settings and Form Settings. This is what you’re shown if you click the “Edit” button under a form on the Form Manager.


An email or text message/SMS that can be sent to any address that you predefine in the Notifications Settings, or in the Form Rules section of the Rule Builder. They are usually used to send a copy of an entry to an interested party. For example, on a time-off request form that employees fill out, Notifications can be used to send a copy of each submission to HR for recordkeeping.


A form that can only be accessed through the Wufoo account. A form can be set to “Private” by unchecking the “Public” box next to the form in the Form Manager. The Account Creator (and any sub-users on a paid account) can still submit entries from within the Entry manager for the Private form, but the form can not be accessed or submitted using a public link or embed code.


A form that is similar to a standard Public form, but requires a password in order to view. Clicking the “Protect” button under a form in the Form Manager allows you to restrict publicly available forms so that they can only be accessed by individuals with the password. This allows for a somewhat semi-private form, since people without access to your Wufoo account can still submit entries, but they need the password.


Compilation of entry data from a single form, organized and displayed using Widgets. A report can be further refined by using filters to match only entries meeting certain conditions.


Standardized method of programmatically interacting with Wufoo data such as forms and entries. Useful for creating custom integrations or automating tasks.


Provides various methods of distributing your form. Includes standard form URL, embed codes, Twitter/Facebook, and WordPress options.


Templating is a fancy way of having Wufoo dynamically replace a shortcut phrase with data filled in from the user on your forms.


A customized design for your form. Themes can be customized to adjust fonts, colors, backgrounds, and header logos.

Theme Designer

Used to create, edit, or delete a custom theme. Accessed through the Themes button under a form in the Form Manager

URL Modification

Values added to the form URL, which allow fields to be prefilled. Can also be used to modify the form itself, such as turning of HTTPS/SSL for the form.


  1. Refers to someone filling out your form. Whether they used one of the public form links, or your form was embedded on a site, people who fill out your forms are considered users.
  2. Additionally, on a Bona Fide or higher plan, multiple users can be created on a single account. To simplify things, it may help to think of these same-account users as sub-users, since they have access to the account as the Account Owner who created the account. A sub-user in Wufoo is assigned permissions to view, create, edit Forms/Reports/Themes/Entries. These users can also be designated as account Admins who have access to create and edit user permissions. Only the Account Owner has access to the plan and billing settings.


A special type of integration option, that allows a form to send an HTTP POST request to a specified URL. This method is often used in various third party integrations.


Charts, graphs, and other display options for a report. Most Widgets visualize data from a specific individual field. Up to 20 widgets can be added to a single report.

Are we missing anything? Something not clear? Let Michael know in the Comments section below!

How to Use the Mighty Admin Only Field

By Joss Unzicker · August 4th, 2015

Hi WuFriends! Ever found yourself wishing you could add and export your personal notes along with entries? You’re in luck because we’re going to go back to the basics with our Admin Only field and show you how to do just that.

Our users make fields Admin Only for a number of different reasons, but here are the top three use cases that we see on a regular basis come through at Support:

1. Grading/Scoring
Whether you’re at work grading students’ history tests or at your favorite pub scoring teams for trivia night, the Admin Only field is a great space to leave a grade/score.

Score Admin Only

2. Approval Processes
Add an Admin Only check box to your field to mark and let yourself know if an application/request has been approved.

Approval Admin Only

3. Additional Comments that you’d like to Export
Some of you may be familiar with the Comments feature in the Entry Manager. This feature does work similarly to the Admin Only field. Note: The one difference is that comments can’t be exported along with the entry. Admin Only data will get exported with the entry and will be included in Public reports as well.

Comment Admin Only

To make a field Admin Only, follow these easy steps within the Form Builder:

  • Head to the Form Builder page by clicking Edit under your form
  • Drag and drop your Admin Only field into the design
  • Under Show To: in the field settings mark Admin Only
  • Hit Save
  • Make a Field Admin Only

    Once you have data that you want to add into these Admin Only fields, you’ll take the following steps from within the Entry Manager:

  • Click Entries under your form on the form manager page.
  • Search for your entry at the bottom and click to expand
  • Click Edit at the top right of the entry
  • Add your admin information
  • Click Submit
  • A word of caution, form fans! Information in the Admin Only field can’t be pre-filled or pre-populated with URL modifications or default values. If you need a hidden field to submit information along with the entry automatically, you’ll want to use our “hide” CSS keyword instead.

    That’s all there is to it. Have fun form-building and of course if you have any questions or comments feel free to let us know below. Cheers!

    For even more tips and how-tos, check out the rest of the blog (of course) and our Guides page.

    Get Personal with Your Forms in 3 Quick Steps

    By Emilie Sanchez · June 29th, 2015

    Hey hey everyone! Today I’m going to let you in on a trick that allows you to customize a message to customers when you want your form to stop accepting new submissions. By default, the closed form message will read like this: Sorry, but this form is no longer accepting submissions.

    So the message is accurate but depending on what you’re looking for, maybe a little blah-sounding. What if you want to share a perkier, more personalized (i.e. not bot-like) message to those who try to access your form after it’s already closed? And what if you need to communicate extra information about the event, like whom to contact, or include a link to your site?

    Instead of configuring a Limit Form Activity setting, you can stop entry submissions with the Rule Builder. Here are the steps:

    1. Add a hidden predefined Date field to always show today’s date
    2. Use Field Rules to hide/show fields based on this Date field
    3. Use Form Rules to redirect to your website

    I’m going to walk through this with my registration form, for the Disruptive Dinos Summer Coding Camp. Yep, that’s right. Dinos are disruptive. It’s a thing.

    1. Hidden Predefined Date

    Since registration for the camp will close on a certain date, we need a way for the form to recognize the date it is being filled out. This is possible by using a Date field, entering today in the Predefined Date field, and hide in the CSS Keywords field. Here’s what this looks like in the Form Builder:

    Enter both of these key words without the quotation marks. today will always select today’s date in the live form. hide will make this field hidden to the user in the live form. Together, these settings make it so the user can’t modify the Date field. Note: I also added a Multiple Choice field, which lets the registrants know that the official registration period is over and asks if they want to be added to a waiting list.

    2. Field Rules

    Now we’ll create Field Rules based off this hidden date field. If the date is past the cut-off date of June 11, then we want the registration fields to be hidden, to create the appearance of a closed form. So there will be a “hide” field for every registration field on the form. However, if the cut-off date is past, we need the Multiple Choice field to show. So the structure of the field rules will be as follows:

    If Date is after 06/11/2015, HIDE/SHOW [field name].

    Great! So what does the live form look after June 11? None of the registration fields show, just the Multiple Choice field indicating that the form is closed.

    3. Form Rules

    Form Rules carry out certain confirmation actions when the entry is submitted. In this case, we’ll use form rules to give more personalized information to those who missed the cut-off registration date. If users select Yes, they’ll be redirected to the summer camp website. If your event doesn’t have its own website, you could also direct to social media such as Facebook or Twitter, a waiting form, or any other link that would provide helpful information. Here’s what this first form rule looks like:

    If users select No, we’ll just show a custom confirmation message:

    Once you’ve saved all those rules, you’re done! The form will automatically stop accepting new registrations after the date you specify, but users will have a much more personalized experience; they’ll get a clear and explanatory message about why the form is closed and the next steps to follow.

    The steps outlined here aren’t limited to just camp registration forms either. It applies to event registration, conference sign-ups, sports tournament sign-ups, the list goes on—any scenario where you need to close the form after a certain date.

    We look forward to hearing your thoughts in the comments section below and be sure to visit our Guides page for even more form how-tos.

    How to Be Even More Clever with Quantity Fields

    By Kane Stanley · June 16th, 2015

    Want your customers to order multiple amounts of a product, do you? You won’t be able to take a selection and multiply it by a quantity to come up with a total amount owed, so you have to be a bit clever with how you set everything up.

    Well, we love to be clever at Wufoo and we’re here to help you be even more—wait for it—clever too. On the face of it, the solution to quantity pricing is reasonably straight forward. You can add a dropdown menu to your form and have the user pick the quantity from the dropdown. Assign different prices to each quantity and Bob’s your father’s brother, you’re done. When you have multiple products with different prices though, things can start to get weird.

    So we love pizza (who doesn’t??), so we’ve created an order form for everyone to order their pizza. However, different sizes mean different prices so we can’t apply the same price to every pizza. If we want to order 5 large pizzas and 5 mediums, the prices of those pies must be different.

    The first thing we have to do is create a checkbox field which asks the user exactly what they want. Using a checkbox field will allow them to select more than one option, which they may want to do. Once that’s done, we can create a dropdown field for each product that you have. In our case we have three different sizes, so we’ve created three different dropdowns. Those fields will ask the user how much of that product they want.

    Check it out:

    That all looks very lovely, but if someone doesn’t want a medium pizza, they probably don’t want to see a dropdown that asks how many medium pizzas they would like. To neaten everything up a bit, we can use field rules to only show the fields that correlate to the selection in the checkbox field. If someone only chooses the “Small” option, we only want them to see the dropdown for small pizzas. Those are easy rules to setup.

    In our example, they’ll look like this:

    Almost there. All that needs to be done is setting the prices to those dropdown fields. When you head over to your payment settings you’ll be able to assign different prices to each field option in your form. Just assign the relevant prices to each field option and you’ll be good to go.

    Now our users can pick exactly what pizza size they’d like and also pick how many of each size they’d like. That will come up with a total price that makes sense. You can check out that form here if you want to give it a try or if you just want to dream of the next pizza you’ll eat. This method should outside of a pizza order form as well, so give it a go on your own form!

    Questions for our man, Kane? Let him know in the Comments section below. As always, don’t forget about our splendiferous (yep, that’s right) and spiffy Guides page for even more tips and best practice posts.

    Get Your Forms Mobile-Ready

    By Emilie Sanchez · June 4th, 2015

    Greetings, fantastic form friends! We know your forms should not only be functional but they should look beautiful too—whether it’s being filled out on a laptop, desktop, or a smartphone. That’s why I want to share three things to keep in mind when designing a form to be mobile-ready. These tips will help you optimize both your field settings and custom theme.

    1. Instructions for User text

    As you may know, the Instructions for User text will only show to the right of the field when your mouse hovers over it in the live form. This is a great way to give the user guidance about filling out a particular field, when necessary. However, Instructions for User text may not pop up on the right sidebar of the form correctly on certain mobile devices.

    Let’s fix this by using the altInstruct CSS Keyword.

    This changes the formatting to make the Instructions to User text appear below the field, rather than as a pop-up— we want to make sure users filling out the form on their phones get those additional instructions.

    2. Side by side fields

    CSS Keywords allow you to modify other aspects of field layouts as well. One of the more popular uses is to place fields side by side in the form—this gives you more control over the formatting by letting you visually organize certain fields into more distinct categories. Depending on how many side-by-side fields you have, this setting can actually have the opposite effect when viewing the form on mobile devices. Check out how jumbled and messy these fields look in my Exercise Training log on an iPhone. All the fields are still contained within the form width, but it’s not a clean look:

    For the most orderly form design on your phone, avoid using the side by side CSS Keywords—leave them for forms primarily viewed from a computer or a device with a larger screen. They’re not necessary to make a phone look great on your phone.

    3. Logo size

    The default width of a Wufoo form is 640px, but the average width of a mobile phone is much less than that. What does this mean for your form’s custom theme? If you’ve configured the logo to fill the full width of the form, it will get cut off in the live form when viewed on a mobile device. As you can see in the first iteration of my Exercise Training log, only a small portion of the logo image is visible:

    First, you’ll need to either choose a smaller image or resize it in an image editing platform like Paint for PCs. When the image is the size you want it, you’ll need to host it publically somewhere on the web. If you don’t already have a file/image hosting account, such as with Dropbox or Google Drive, a go-to/free secure hosting site is

    Once you have uploaded the image to the hosting site, go ahead and grab that URL to use it as your own logo in your theme. But this theme isn’t ready to go just yet—I have one more tip to make this theme completely mobile-ready. In the Background property of the Theme Designer, you can match the header color with the form color. Here you can see I made both the form and header’s background white.

    This way, if the logo happens to not take up the full width of your phone’s screen, it won’t look out of place. This looks much better:

    And there you have it—hopefully these tips will help alleviate any headaches about how to optimize your forms for mobile. As always, don’t hesitate to reach out to our support team for questions!

    Want more on CSS tricks? Check out our series on the blog and take advantage of our Guides page. You can also leave us questions/comments below—we check daily.

    4 Steps to Email Greatness

    By Zachary Ralson · June 1st, 2015

    As many of you already know (if not, read on!)—when paired with one of our payment integrations, Wufoo is a great way to quickly and simply build a payment form. Let’s look at some of the different types of emails that are tied to your forms and payments, figure out how you can reduce confusion for your customers related to payments and of course, get accurate information to them as well.

    First, it’s important to know how your Wufoo form and payment integration work together. When you pair your form with a payment processor, a 4-step flow happens. Behold:

    1. The customer (let’s call her Jane) completes the form. This includes all of the fields she added to the form in our Form Builder.
    2. Jane hits Submit. This sends all of the information from the form to our database where it can be reviewed in the Entry Manager. This also triggers the Confirmation and Notification emails.
    3. She gets to the payment page. Since the payment information is only handled by the integration, this is a separate part of the process.
    4. Jane submits the payment information. It’s processed by the payment integration. A transaction ID is sent from the payment integration to the Entry Manager. Boom—payment receipt is sent out.

    Even though Jane experiences all of this as though it’s a single form, you can see there are a number of steps. Emails can be sent out at two different points in this process, so it’s important to make sure the right information gets included in each type of email.

    Confirmation Emails – The confirmation email can be set up in Form Settings or Form Rules. It’s the customizable message you can include to be sent to an email address collected on the form. Your form will need to have an email field on it for this to work. The confirmation email is sent out when the form is completed but before payments are submitted.

    Since it’s possible for Jane to complete her form and then navigate away from the payment page (thus leaving things unpaid!) it’s usually a good idea to avoid any mention in this email of Jane (the customer) having completed payment. It may even be a good idea to mention that the email doesn’t represent a completed payment, just in case she sees the confirmation before the payment is completed.

    Payment Receipt – The receipt is set up in the Payment Settings for your form and is only sent to the customer after a payment is completed. This makes it the email of choice for confirming that payment has been received. Like the confirmation email, the receipt can be sent to an email address collected on the form and you can customize the body of the email to say what you’d like. It also includes the transaction ID and price for that particular payment.

    You can even set up your Payment Settings so that a copy of this email is sent to you, too, so you can have an additional record of payment.

    Keeping the differences between these two emails in mind should help you and your customers avoid any confusion regarding these emails. As always, thanks for reading and happy form building!

    Don’t forget to check out our many diverse (and awesome) integrations to see what serves your business needs best and our helpful (and gorgeous) Guides page.

    Make Your Contact Us & Mailing List Forms Even More Effective

    By Johan Lieu · May 26th, 2015

    One of the most popular uses we’ve seen for Wufoo has been as a lead generation form on a business website, like setting up a Contact Us form or a Mailing List sign up form to allow users and potential customers the ability to indicate that they’d like to receive more information about your product or service.

    It’s a great way for customers to show that they have some interest in your business and it’s a great way for Wufoo users to automate the process instead of handling everything manually. Remember, Wufoo is here to make your life easier. Today, I’m going to outline some steps you should take to make your lead gen forms even better and more effective.

    1. Only Ask For Pertinent Info On Your Lead Gen Form

    This is one of those rules that everyone knows about but in practice, very few people follow. Everyone is super busy and if a potential customer sees a form that has a ton of fields to fill out, chances are they aren’t going to fill it out.

    So the first order of business is to take a step back and figure out what information you really need your potential customer to fill out for you to do your job (e.g. follow up with them). And if you really, really, think about it, the list is pretty short. And I bet it looks something like this:

    1. Name (First and Last since that helps make your form look professional).
    2. Email Address (so, you know, you can email them).

    And that’s it. Yes really. Okay, so maybe your company is different and you need other information like a phone number, how much of your product the person is interested in, etc. But I’d caution you to really think through each and every additional field you add to your form since it’s been shown that each additional field on your form decreases your conversion rate. And since we’re talking about a lead gen form here, you want as many people as possible to fill out your form. So, keep it simple and keep it pertinent.

    2. Send Your Potential Customer A Confirmation Email


    The next thing you’ll want to do is to send your potential customer a confirmation email letting them know that you received their inquiry and that you’ll be reaching out in person shortly. The main reason to send a confirmation email is to make sure that your customer feels like they received a quick response from you and that you’re on top of things. The last thing you want your customer to feel is that you’re slow to respond to their needs. And the best thing about using Wufoo to send a confirmation email is that it’s done automatically for you, so its another thing you don’t need to worry about.

    You can find out how to setup a confirmation email in our Help Documentation, as well as some other tips on how to customize your confirmation email based on rules and a quick overview of emails Wufoo sends.

    3. Integrate Your Form With MailChimp, Campaign Monitor, Or Another Email Service

    Finally, the last thing you want to make sure you do is integrate your lead gen form with MailChimp, Campaign Monitor, or some other email list service. By directly integrating with MailChimp or Campaign Monitor or using a service like Zapier to integrate with your email list service of choice, you’re really doing two things here.

    First, instead of manually aggregating all of your potential leads via email or a spreadsheet, you’re automatically collecting it in these services which makes it infinity easier to manage at a later date. Second, you’re building a mailing list of users who indicated they were interested in your product and services so whenever you decide to expand your product offering or service, you have a built in distribution list to notify and let them know about your new developments. You don’t need to build the list from scratch each time and manage all of the unsubscribe functionality for you. Just another thing you don’t have to worry about and another way to automate your business using Wufoo.

    These small tweaks to your lead gen forms all add up to a form that a) is easier to complete, increasing conversions, b) shows your customers that you’re responsive and on the ball, and c) helps you build up a mailing list of interested customers to help your business grow. And best of all, it cuts down on manual work since Wufoo does all the heavy lifting to automate the work for you.

    How to Use Filters for Smarter Reporting

    By Joss Unzicker · May 9th, 2015

    Hi Form-Friends! We all know how important it can to be to break down your data and get more specific insights from your forms. Our filtering tool in the Report Builder enables you to visualize how a specific group of respondents answered fields in your form. Additionally, it makes it easy for you to grab data lists and export to Google Sheets, Excel or CSV files.

    Filtering data can come in handy for many different Wufoo use-cases, but a couple of more common ones that that come to mind for me are:

  • Pulling lists from event registration forms that have multiple days or types of events
  • Narrowing down how a specific demographic of respondents answered certain questions in a survey
  • Grabbing data from a specific time period on continuously running forms
  • To get started with filters, you’ll want to head over to the Report Manager by clicking the Reports tab at the top of your account. From there you can click to create New Report! in the top right.

    Once you’re inside the builder. you can name and give your report a description in the Report Settings tab at the top. if you’d like to be able to grab easy exports from your report at any time, you’ll want to tick that box next to Allow User to Export Data as well.

    Here’s where we get to the fun part. Once you’ve named your report click on the Select Data tab in yellow at the top. Here’s what the default looks like:

    From the second drop-down, select the form that you want to filter. From the first drop-down, click on Selected Entries. This will expand out and allow you to create filters galore.

    Say you want to gain insight about how newer customers feel about your product. You could generate a filer that reads something like “Use Selected Entries from Customer Satisfaction Survey that match all of the following conditions: How long have you used our Product/Service is equal to Less than a month”.

    When setting up your filter you’re able to use any of the fields in your form design with the following conditions:

    • Contains • Does not contain • Begins with • Ends with • Is equal to • Is not equal to

    Don’t forget that when entering your answer option into the filter you’ll always want to type out exactly what you have listed on the form design or else the filter won’t work or come out the way you want it to.

    There are also a couple of situations that may not be as intuitive when setting up your filter:

    1) If you’d like to use multiple conditions in your filter, you can definitely do so! To add another condition just click that green + button next to the first condition on the right.

    Keep in mind, though, that our filters can’t get too complex. You can set them up so that the filter applies to every condition by selecting “ALL” in the third drop down (as if AND appeared between each of the conditions) and you can also choose to set them up so that the filter applies to Any condition (as if OR appeared between any of the conditions). Having said that, we don’t have a way to combine these two attributes. In other words you couldn’t create a filter that reads something like this. “If field 1 equals 1 AND field 2 equals 2 OR if field 3 equals 3.”

    2) If you’re filtering by number of stars provided in a rating field, you’ll need to use a numeral to represent the stars

    3) If you’re filtering by a checkbox option, you’ll need to use the label of the checkbox to filter. For example: the filter should appear something like “Bachelor’s degree is equal to Bachelor’s degree. In other words, it can be a bit redundant because the label will appear the same as the answer option.

    Note: your filters will not apply to number widgets.

    Once you’ve created a filter, you can go ahead and move onto the Add Widgets tab to select the widgets of your choice. You can then define the field for each of the widgets that you add in the final Widget Settings tab at the top. After saving your form, you’ll have a beautiful filtered set of data to take a look at. You can check out my example here.

    Keep in mind—If you don’t need the visualizations that the report builder’s charts and graphs offer, then it may be worth simply filtering your results in the Entry Manager and exporting the data to list form from there. Our friend Zachary walks us through that here.

    That’s all there is to it, friends! Of course, if you do have questions let us know below.

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      The Wufoo Blog is the official online publication written by the developers of Wufoo about their online form builder, form-related technologies, and whatever else may fit their fancy—like robots.

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