- Hi everyone.
Welcome back to the channel.
My name's Larry Snow.
And in this video,
we're going to be taking a look
at the new and improved Job Forum Report Builder.
Stay tuned.
It's comin' up next.
(bright musiC)
Now, some of you may know that I'm a big fan of Job Forum.
I love what they do.
I love their innovations.
They're always creating new things.
They're always improving on what the UI, the UX,
and their widgets and integrations.
I've been using Job Forum for over a decade now.
And I recommend it to anyone who wants to do more
than just the casual form on a website.
So let's dive into the Report Builder.
And the first thing that you notice
is that it is absolutely free.
You do not have to have a Job Forum account.
But for this demo we're going to take a look at the data
from a survey we did a few years ago.
I'm going to plug it into the Report Builder,
and see how it all comes out.
So let's dive in here
I'm logged into my Job Forum account.
And we'll scroll down here to the survey.
And you'll notice over here, it says more.
If I scroll up a little,
it says Open in Report Builder new.
So that's what we want.
Now I was testing this out before.
So we will ignore those two,
and we'll click on create new
so you get to see the experience.
So obviously, we'll give it a report name.
That's good enough.
And to start off with, we have three options:
blank, extended report, and compact report.
So we'll do the extended, click create.
Now Job Forum plugs in this lovely blue,
which I really like.
So I'm not going to really fudge around with that.
But let me just show you the lay of the land here.
So, the first thing we see is this little blue cog.
We can click on that.
And this will give you the general layout styles.
So, we have the dimensions here,
and you have a couple of A4s, an A5.
You can do web, and you can do custom.
So there's your options there.
And then you can go over to style.
And this would be your background color for your slides.
I'm calling them slides because it does produce a PDF
when you download it.
Just my own nomenclature.
You can call it pages,
call it slides, whatever you like to call it.
For me, I'm calling it slides.
The neat thing here is that you can choose a color palette.
So if you click in here,
you can choose any of these color palettes.
I like this one, so that's the one I'm going to choose.
But you can add your own palette here.
You can click on here.
You can add in your own brand colors.
We will click back.
And because I clicked on that, we lost that.
So we'll click back again..
Now we'll click out of it.
Before we go any further into the chart slides,
we'll go over here to the left, and click this plus button,
and we have some basic elements that we can add in
to our report.
We have text, we have headers,
we have images, shapes, icons, and grids.
And you can also put in your report elements.
So if I want to drag that out,
it will be dragging out on a slide.
So that's kind of like
when you want to do the start from scratch type of thing.
And if you click on each page or slide,
like I clicked on here,
the edited part here,
I can have another little settings here,
and I can click on that and I can do different shapes,
I can do ellipse, I can do rectangle.
So that's for that different color down there.
I can do a line, a triangle, a star, I can do a fill,
fill color, all that for that shape.
If I click on the title here,
I click on that and I can change the font family,
the font size, and the alignment.
I can do an align if I wanted to.
And I can change that for the sub-header.
Same thing here, styles and all that.
So each little area has their own setting.
If we scroll down here,
we see our first chart, a little pie chart here.
And if we click on that, we have our little cog again.
So we click on the cog for item settings,
and we have the chart title here, which we can change.
We have the summary, which we can remove,
so the summary is 237 responses, we remove that.
And we can change our chart type.
So we have basic, donut chart, and pie chart.
And notice how it's suggested,
and we'll get into that in a little bit,
when we see different varieties of charts.
We have a column chart and a bar chart.
You can also opt to show the legend, or the table grid.
Table grid is where the responses come from.
We'll turn that off and turn on the legend.
And then you can position the legend.
Over on the data side,
you have the option to turn on or turn off
chart options here.
So we can turn off option name.
Turn it back on.
We'll turn off the response value.
I don't think that really adds anything.
Percent total we'll keep.
Here's our color palette again.
And we can go in here and we can change it
for this specific chart is we wanted to.
Click back.
And we'll talk about option limit in the next slide,
or the next page.
And also notice that the sorting is by best response.
You can do default and a custom sort,
and you can also drag and drop these
any way in which you want,
to show different way to put the data.
One other thing to mention is, under the little cog wheel,
we have a duplicate item, we have a lock function,
and we have a delete button.
All right, we're all done with that.
Now here's the slide I was talking about.
Notice how it's in a grid,
and what I was referencing there is the suggested.
When you import or connect a form to Job Forum,
Job Forum will, based on the type of data,
and the amount of data,
will suggest the best option for that type of data set.
And in this case,
since we had 174 responses,
and you can go through these, and it's quite lengthy,
and Job Forum's like hey you know what?
I can't do anything with this,
so I'm just going to put it in a nice grid for ya.
Well one of the things you can do,
and we saw this just in the last page here,
is this option limit.
So let's say I do not want to show 174 results.
I only want to show the top 10.
So you can set that there.
Now, if we go into the general tab,
we can say, all right, let's show the column chart.
And it's much more presentable than a huge, gigantic grid.
So if you've got data that's quite lengthy,
and you don't want to show it all,
that's one of the options you have,
is to set the limit on the data that is shown.
And that is a really handy feature.
So that's how you do it.
You can go through, slide by slide,
and position the data how you want it,
give it the color, give it the style,
all that good stuff.
And then, when you're ready,
you can preview it using the button up here
in the top right.
And you have a little settings feature down here
to click through each of the slides or pages.
You also have an option to print it here,
and to download it, and to do a full screen.
And you can also do different sizes here.
You can do 80%, 130% if you wanted to make it bigger,
that type of thing.
We'll do fit.
And when everything looks good,
you just click exit, and then go back to the slide
to make changes if you see any errors.
If you wanted to add a page,
you can just click this plus button here.
If you wanted to reposition any of the pages, or slides,
you just do the up and down arrow to reposition it.
And lastly, just these other top features here.
Again, we have the download button here
that we saw in the preview.
And when you do download it, it downloads it as a PDF.
And this is what it looks like as a PDF,
just like it does in the preview.
Nothing really different about that.
The really big feature that really stands out to me,
in addition to all the UI, the interface and all that,
and how easy it is to sort all the data,
and make it pretty, this feature here.
And this feature, let's say you have a form
that's continuously getting information,
getting results, getting results, getting results,
maybe even like a poll, or something like that,
where people need to continually fill it out,
and you only want to get data for a specific time.
So, in this case, you could do today, last three days,
last seven days, you can do custom dates, the previous year.
So let's just say you want to have a report for today,
and then send it off to your company or organization,
or your client, and just say okay, here's today's data.
And that's what this feature does.
And lastly, we have the publish button.
Now, if you notice, it starts off at private access,
and only people with a verified Job Forum account
can view this link.
You cam invite people using multiple email addresses
separated by a comma.
You cam add a message sent with the invite.
Here's to copy that link.
You can generate a new version of that file name
or file link, in case it gets in the wrong hands,
just generate a new one.
And to switch it to public, you go into settings,
and here's our public report.
And also note, if I do private,
it says I can set a custom expiration date.
Let's go back to public.
And also notice another feature here,
for company access.
But here is our link settings.
So we can show print button,
or we can show a download button, or both.
We'll keep it with the download button.
We'll go back.
When we make it public, we can then embed it.
And we can embed it with this code right here,
this little DIV with the JavaScript in there.
So we copy the code here,
or if you're using WordPress or Medium,
you just grab this link here,
and away you go.
That's it guys.
That's a quick look at the Job Forum,
new and improved Report Builder.
Thanks so much for watching.
If you like this type of content,
make sure you click the Subscribe button,
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when a new video goes up on the channel.
Thanks, take care, and I'll see you in the next video.