How can I schedule an automatic report to be sent?

  • msrdcservice
    Asked on April 23, 2024 at 12:31 AM

    Can I schedule a report to be run and published?

  • Mary_Ed JotForm Support
    Replied on April 23, 2024 at 2:53 AM

    Hello Msrdcservice,

    Thanks for reaching out to Jotform Support. Unfortunately, it is not possible to generate an automatic report from a form on the selected timeline. As a workaround, you can use our Dail Digest feature, which can help you to receive weekly, monthly, and daily reports created from your submission entries sent through your preferred email address. Let me show you how to set this up:

    1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.

    2. In the menu on the left side of the page, click on Emails.

    3. Click the Add Email button then choose Digest Emails.

    How can I schedule an automatic report to be sent? Image 1 Screenshot 40

    4. Then, based on your preferences, customize your Digest emails. Set up the following:

    • Email Subject
    • Email Recipients
    • Repeats
    • Send Date
    • Send Time
    • Time Zone

    5. Click on Next on the bottom-right side of the page.

    How can I schedule an automatic report to be sent? Image 2 Screenshot 51

    6. After customizing the layout of your Digest Emails as you want, click on Create Digest on the bottom-right side of the page.

    7. In the menu that opens, click on Create Digest and you’re good to go.

    How can I schedule an automatic report to be sent? Image 3 Screenshot 62

    We also have a guide about How to Set up Digest Emails that you can check out.

    Give it a try and reach out again if you have any other questions.

 
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