Can I set up the system to send an Excel report to a nominated email address automatically?

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    Ionosphere
    Asked on February 03, 2018 at 05:28 PM

    can you set up the system to send an xl report to a nominated email address automatically?

    would be really good if it could


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    Jim_R
    Answered on February 03, 2018 at 06:54 PM

    Hello @Ionosphere - There's no way to generate and send an Excel Report to an email address automatically. What you can do as an alternative is to integrate your form with Google Spreadsheets.

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

    What this does is it will always update the sheet for each and every submission. You won't have to view an email, open attachments, etc, all you have to do is open the online spreadsheet.

    Another idea I have in mind is to generate an EXCEL REPORT.

    Complete guide: How-to-Create-an-Excel-Report

    Afterwards, just manually visit the report URL generated to download an updated copy of your submissions in XLS format.

    Lastly, we offer an export/download feature though this also requires you to manually export/download them whenever you need it.

    Related guide: How-to-Download-Form-Submissions-as-Excel-CSV-PDF