How do I customize a report?

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    parkwoodswimclubnc
    Asked on May 06, 2017 at 04:16 PM

    I have conditional criteria that I would like to apply to my reports but can't find the functionality. Can you help?

    For example, in column D (registration type), I only want a report that has column D such that the cell contains the words "Swim Team" to exclude the other registration types rather than having to customize the report every time via excel.

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    jonathan
    Answered on May 06, 2017 at 05:13 PM

    You can create multiple Excel reports using the same form.

     

    But unfortunately, you cannot apply Conditions on the reports.

    The workaround that you can try is to send the different Excel reports using its URL/link via the conditional email.

    Follow the method on the user guide below to be able to send dynamic email that contains the right Excel report base on the respondent's answer on the form.

    User guide: How-to-Send-Email-Based-on-User-s-Answer

    Steps:

    #1 Create multiple different Excel report on the form.

    #2 Create multiple different Email on the form and put in the email content the appropriate link of the Excel report needed. 

    #3 Using Conditions, create condition rule that will send the appropriate email to the respondents base on their answers.

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    Let us know if you need further assistance on this.