How can I create a report that I can interact with?

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    fredfon
    Asked on November 22, 2017 at 04:50 PM

    I use jotform to collect customer info when they drop off their dogs for grooming. It contains a field that when clicked it texts that customer to inform them their dog is done.
    To keep track of the customers I use a table report that lists all the fields and I can click the created URL's from that report.
    What i would like to be able to do is have that table report be interactive, with a column that I could enter data into. The goal being to note when a customer was contacted, and the contact method.
    The way we do it now is to go back to the form using a link from the table and fill in the new info there, and then reloading/updating the report. Not very efficient. 
    Can you think of another way?
    Is there a way to create a form that would look and act like the table, but would be updated every time we submit a new form. Or is there some other way?
    Open to ideas.
    Here are the links to the form and the report.
    Form-
    https://form.jotform.com/70785856979179

    Report-
    https://www.jotform.com/table/70786544706061

    Thank You
    Fred Fontaine
    The Medway Dogwash
    TopDog Daycare
    508-533-2833

  • Profile Image
    Jim_R
    Answered on November 22, 2017 at 06:25 PM

    What i would like to be able to do is have that table report be interactive, with a column that I could enter data into. The goal being to note when a customer was contacted, and the contact method.

    I'm afraid all our reports were designed for the sole purpose of how reports are being used in general. And that is to view and analyze data in a simpler way.

    I'm thinking you can use a Google Spreadsheet for this. However, this will only serve as a reference and won't trigger any action after making edits to the integrated sheet. The idea is to integrate your form to Google Sheets. This sheet will automatically update on its own (row by row) for each new submission.

    Now, if you want to add another column at the end of the table within the sheet for monitoring purposes (e.g. add a column for when the customer was contacted and the contact method), you can do so. Just make sure everything else, especially the original columns and column titles will remain intact, to avoid breaking the integration.

    Complete guide: How-to-Integrate-Form-with-Google-Spreadsheet