Charts in Excel or Word are not currently officially supported in our data template functionality.


We have some customers that have had success with generating basic charts within their data templates, however it is very much a case by case success and not something we can assist with.


In terms of generating charts more consistently, one option is to use our Google Spreadsheets connector to populate a Sheet, and then create a separate Sheet with charts that runs off of the connector-generated Sheet.


You can also consider dashboard and reporting tools such as Klipfolio and Zoho Reports - often the easiest way to drive these tools is to use a Google Sheet as the data source for the charts.


Finally, if you run Sql Server Reporting Services or other similar business intelligence tools, you can consider using our Sync product.

Sync effectively replicates Form data into a local SQL database running on your servers.

This allows you to create and run reports locally using your tools of choice.

Talk to our Customer Success team if you'd like to know more about our Sync offering.