Best way to access saved form data?

  • Profile Image
    rbell1
    Asked on February 14, 2018 at 11:21 PM

    Hi 

    We operate a fitness centre and our members compete a health questionairre using jotform.


    When the member arrives for a workout we need to access the form quickly so that we can see if they have any health issues we need to be aware of.

    We have some staff that have a lot of difficulty using computers.  Could you please let me know the simplest way that our staff can access a completed form?  

    Thanks

  • Profile Image
    Nik_C
    Answered on February 15, 2018 at 04:09 AM

    If you meant to access the submitted data from the customers, maybe a best way would be to use one of the report methods: https://www.jotform.com/help/326-How-to-Create-Form-Reports-in-JotForm

    Maybe Grid listing: https://www.jotform.com/help/105-How-to-Create-a-Grid-Listing-Report

    Since they will be able to see all submitted data and they can search for the specific customer:1518685493Screen Shot 2018-02-15 at 10.0

    Here is how it looks like https://eu.jotform.com/grid/80452326180046

    Another way would be to use Google Spreadsheet integration: https://www.jotform.com/help/228-How-to-Integrate-Form-with-Google-Spreadsheet

    And just give them access to the Sheet.

    Let us know if you have any further questions.

    Thank you!

  • Profile Image
    rbell1
    Answered on February 15, 2018 at 05:09 AM

    Thanks for that.

    I like the Grid Listing Report but I need to combine date from several forms into the one report.  Is that possible?

    If not then what would be the best and simplest way to do it.

    Thanks!

    Richard

  • Profile Image
    Victoria_K
    Answered on February 15, 2018 at 07:50 AM

    As far as I understand you, I can say that it is possible to combine submissions of several forms into one report. 

    Please take advantage of JotForm's Combine Submissions application.


    Hope this helps! But get back to us if you need further assistance.

  • Profile Image
    rbell1
    Answered on February 15, 2018 at 03:52 PM

    Thanks for that.  However I think we need the submissions from several forms in a live format, so that as soon as a form is updated we can search for the new submission.  Rather than having to recreate a report each time.

    Do you think we can find a solution that will do that?

    Thanks


  • Profile Image
    Jed_C
    Answered on February 15, 2018 at 05:25 PM

    Currently, you will have to manually generate a combined submission report using our app. Jotform doesn't have yet a real time report that has the combined submissions.

    Please check this app http://combine.jotform.io/ and see if that somehow works for you.

    Let us know if you further questions.