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How to create Typeform reports with charts and send email ​



How to create reports from Typeform reports and send email

You can quickly view summary results with charts and using Typeform's in-built reporting feature but the reports need to be manually downloaded. This can be time consuming if you want regular updates of your surveys.

If you want to do advanced analysis, and you can use Typeform's integration to send response data to Google Sheet, and do data analysis there.

Zapier can be used to automate sending emails of data analysis and Charts done in Google Sheets, but you will need a paid subscription. Zapier can become very costly if you receive losts of form submissions every month.

Typeform's API provides endless possibilities to create charts with Typeform responses data, but you will need to know coding or help from consultants.I

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1. Typeform’s Built-in Reporting Feature: ​

Typeform automatically generates charts (like bar graphs, pie charts, etc.) for your form responses.

STEPS:

  1. Log in to your Typeform account.

  2. Open the form whose responses you want to analyze.

  3. Go to the Results tab.

  4. Here, you’ll see a visual breakdown of your responses, including charts.

  5. You can download the reports as a PDF or CSV by clicking on the Export option.

    While these reports can be shared manually, you won’t be able to automatically send them via email directly from Typeform’s reporting section without further integration.


2. Typeform’s Integration with Google Sheets: ​

If you prefer more customization in chart creation, you can integrate Typeform with Google Sheets via a third-party tool like Zapier or directly if you’re using the Typeform-Google Sheets integration.

STEPS:

  1. Connect Typeform to Google Sheets using Zapier (or set up the integration directly).
  2. Once your responses are in Google Sheets, you can use the built-in charting tools to generate any kind of chart (e.g., bar, pie, line).
  3. You can automate email reports from Google Sheets using a tool like Google Apps Script or use Zapier to send the charts as attachments to an email.

3. Zapier to Automate Email Reports: ​

If you want to automate sending the Typeform reports with charts to emails, Zapier can help you.

STEPS:

  1. Set up a Zap between Typeform and an email service (like Gmail or Mailchimp).

  2. When new responses come in, Zapier can trigger an action to generate a chart from the data (usually via Google Sheets).

  3. Zapier can then send the generated charts as email attachments to designated email addresses.

    This requires some setup but can automate the process to send emails with charts every time new responses are collected.


4. Typeform’s API and Python programming: ​

If you are technically inclined and prefer custom solutions, you could use the Typeform API to retrieve the responses and create charts programmatically, then email them using any email service or script you prefer.

Keep in mind you will need compute resources (like Amazon Web Services), and an email service provider (like SendGrid, PostMark) to send the actual email.

STEPS:

  1. Use the Typeform API to access your form’s responses.
  2. Create charts using libraries like Matplotlib (Python) or any other charting library like Seaborne and Plotly.
  3. Use a library (e.g., smtplib in Python) to send an email with the chart attached, or the REST API of your email service provider..

In summary, Typeform provides built-in reports, integrations with Google Sheets, and third-party automation with Zapier, but sending emails with charts can be automated with tools like Zapier or by setting up custom scripting solutions.