How to extract the payment amount data only from the form payment field

  • swrwac
    Asked on February 3, 2018 at 4:09 PM

    Hi


    I need the JOT form report to simply report the amount the customer was charged - Just the number so I can perform totals


    https://form.jotform.com/80093203635147


    Please advise


    Kevin

    Jotform Thread 1371907 Screenshot
    Page URL: https://form.jotform.com/80093203635147
  • jonathan
    Replied on February 3, 2018 at 5:48 PM

    To achieve this, you will have to create a separate field for the amount that is outside the Payment field.

    Because the payment field is locked on by the payment processor (from Payment integration), it is not possible to split the payment data into separate fields in the form submission data/report.

    An alternative method although a bit more complex, is to use the submission Email in CSV file format to create the report. The payment field can be stripped into separate data in the email.

    User guide: How to Strip Payment Labels and Separate Payment Info on Email Alerts

    But there is a manual step involve here as you will need to manually consolidate the submission email every time to generate the spreadsheet report.

    ---

    You may want to check on your payment integration instead to create the report.

    Example in PayPal integration, you can download and customize the PayPal report.

    link: http://www.dummies.com/business/online-business/ebay/how-to-customize-and-download-paypal-reports/

    I hope this help. Let us know how we can be of further assistance.