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How to create custom reports and dashboards with Typeform survey data ​

Need to consolidate surveys and produce actionable insights? There are various tools you can use to visualize Typeform data and create custom reports.

Typeform built-in response summary charts, Google Sheets, Google Data Studio, Microsoft Excel, Microsoft Power BI and Tableu are some of the common tools to create custom reports.

You can also use Zapier integrations and Typeform API if you have programming skills.


đź’ˇ Easily connect to Typeform survey data and generate actionable insights.

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Creating reports with Typeform enables you to visualize and analyze the responses from your forms and surveys, making it easier to produce actionable insights. Typeform offers several ways to generate reports, whether you’re tracking simple responses, or diving into detailed data analysis or consolidating multiple surveys. Below is a step-by-step guide on how to create custom reports from Typeform data.

1. Using Typeform’s Built-In Reporting Tools ​

Typeform offers built-in reporting and analytics features that can help you track and interpret your form responses. Here's how you can create and view these reports:

Step 1: Log in to Your Typeform Account ​

  • Go to Typeform’s website and log in with your credentials.
  • If you don’t have an account, you can sign up for a free plan. Some advanced reporting features are available in higher tier paid plans.

Step 2: Open Your Form ​

  • From the dashboard, navigate to the "My Typeforms" tab.
  • Click on the form or survey you want to create a report for.

Step 3: View Responses ​

  • Once inside the form, click on the "Responses" tab in the top menu.
  • Typeform will show you a real-time summary of the responses submitted to your form, including total responses, average time to complete, and other key metrics.

Step 4: Data Visualization ​

  • Typeform automatically generates basic visualizations for your survey response data, such as:

    • Pie charts best for multiple-choice or dropdown questions.
    • Bar charts best for rating questions or likert scales.
    • Tables best for open-ended responses.

    You can easily toggle between question types to view responses as different types of charts or tables.

Step 5: Filter and Sort Responses ​

  • Typeform allows you to filter responses by date range, question answers, or other criteria. You can filter to view specific responses that match your desired conditions (e.g., all responses where a certain question was answered a particular way).
  • Sorting: You can also sort responses based on particular answers to gain insights.

Step 6: Export Your Data ​

  • If you need to create more detailed reports or use the data outside of Typeform, you can export the responses.
    • Click on the "Export" button (usually in the top-right corner).
    • You can export the data in different formats such as Excel (.XLS), CSV, or PDF (for some plans). CSV or Excel files are the best if you plan to work with the data further in Excel, Google Sheets, or another tool.

2. Using Typeform with Google Sheets (for Advanced Reporting) ​

Typeform integrates seamlessly with Google Sheets to allow for even more complex reporting and analysis.

Step 1: Set Up Google Sheets Integration ​

  • Go to your Typeform account and open the form you want to use.
  • In the "Connect" tab, choose Google Sheets as an integration option.
  • Typeform will prompt you to sign in to your Google account and choose a Google Sheet to send the data to.
  • After this, Typeform will automatically send all responses to your Google Sheet in real-time.

Step 2: Analyze Responses in Google Sheets ​

  • In your Google Sheet, you can:
    • Create pivot tables to summarize and group your data.
    • Use formulas to calculate averages, counts, percentages, and other metrics.
    • Apply filters to sort responses by various parameters (e.g., date, question answers).
    • Create charts and graphs using Google Sheets’ charting tools (pie charts, bar graphs, line graphs, etc.).

Step 3: Automate Reporting ​

  • Using Google Sheets' built-in features, you can automate reports:
    • Use Google Data Studio to create real-time dashboards linked to your Google Sheets data.
    • Set up automatic email reports using Google Sheets' "Send as Email" function or third-party tools like Zapier.

3. Using Google Data Studio with Typeform ​

For even more robust and visual reporting, you can use Google Data Studio to connect your Typeform responses (via Google Sheets) and create interactive reports and dashboards.

Step 1: Connect Google Sheets to Google Data Studio ​

  • In Google Data Studio, click on "Create" and select "Data Source".
  • Choose Google Sheets as your data source and select the Google Sheet where your Typeform responses are stored.
  • Link the data source to a new report.

Step 2: Build Your Report ​

  • Drag and drop the fields from your Typeform data to create charts, tables, and graphs in Google Data Studio.
  • You can filter the data, add calculations, and apply various visualizations to make your report dynamic and interactive.

Step 3: Share Your Report ​

  • Once you’re happy with the report, you can share it by sending a link, embedding it on a website, or setting up automatic email delivery.
  • Google Data Studio allows you to update reports automatically as new responses come in.

4. Third-Party Reporting Tools (for More Advanced Needs) ​

If you require advanced reporting features or need to analyze large volumes of data across multiple Typeforms, consider using third-party tools that integrate with Typeform.

  • Zapier: You can create Zaps to automatically send Typeform responses to other reporting tools, such as Google Sheets, Microsoft Excel, or CRM platforms like HubSpot or Salesforce. Once your data is in those tools, you can build custom reports.
  • Power BI: If you’re comfortable using Microsoft’s Power BI, you can integrate Typeform responses with Power BI via Google Sheets or APIs to create more detailed, interactive reports.
  • Tableau: For data visualization, Tableau offers robust options for creating interactive reports with your Typeform data. Like Power BI, it can be linked via Google Sheets or other integrations.

5. Use Typeform’s API for Custom Reporting ​

For developers or advanced users, Typeform offers an API that allows you to pull form responses into any system of your choice. You can use the API to create fully custom reporting tools that fit your specific needs.

How to Use the Typeform API for Reports: ​

  • Visit the Typeform API Documentation to get started.
  • You’ll need to authenticate and use the API to fetch responses, process them, and generate reports.
  • The API allows you to filter, sort, and analyze data programmatically, which is ideal for creating custom reports based on complex criteria.

6. Automating Reports via Email with Typeform ​

If you want to receive automatic email reports based on your form responses, Typeform allows you to set up automated emails for certain triggers.

Step 1: Set Up Email Notifications ​

  • Go to the "Configure" tab of your form in Typeform.
  • Set up email notifications that can send you a summary of responses at a set frequency (daily, weekly, or after each submission).
  • You can specify the email format and which data fields to include in the email notification.

Step 2: Automate with Zapier ​

  • Use Zapier to create automated workflows where Typeform responses are sent to your email or to other tools for further processing. For example, you can automatically send a daily report to your email with new Typeform submissions.

In Summary ​

Typeform provides multiple ways to generate reports and analyze form responses, ranging from its built-in reporting dashboard to integrations with powerful tools like Google Sheets, Google Data Studio, and Zapier. Whether you need basic analytics, real-time reporting, or custom reports, Typeform offers flexibility to match your reporting needs.

  • For simple analysis: Use Typeform’s built-in reports and data visualizations.
  • For more advanced reporting: Integrate Typeform with Google Sheets, Google Data Studio, or use APIs for custom solutions.
  • For automated reporting: Set up email notifications, or use third-party tools like Zapier to automate data exports and reporting.

đź’ˇ Create custom reports and automate email notifications in one tool.

Use PageCaddy to consolidate and visualize your Typeform survey data and create custom reports to share with your team and colleagues. Get started free.