How can I view the products purchased by my customers?

  • jhunter4
    Asked on May 5, 2024 at 10:39 PM

    Hello!


    Can you let me know how I can pull a report of customers name and the details on the product they ordered so I can fulfill the orders? Also,

    is there a way to use Jotform to notify customers of there order being shipped and provide a tracking number?


    Thanks in advance!

  • Mary_Ed JotForm Support
    Replied on May 5, 2024 at 11:01 PM

    Hello Jade,

    Thanks for reaching out to Jotform Support and we’re sorry you’re having trouble with this. When you said you wanted to pull the report, did you want to know where to find the submissions made by your respondents? If so, you can view your submissions on the Jotform Tables page in just a few easy steps. Let me show you how:

    • On your My Forms page, choose your form and click on Submissions at the top of the page.

    How can I view the products purchased by my customers? Image 1 Screenshot 30

    • This will take you to Jotform Tables, where you can see a list of all of your submissions.

    How can I view the products purchased by my customers? Image 2 Screenshot 41

    You may also want to check out our guide about How to View Form SubmissionsAs for your other question, I've moved that to a new thread. You can check that out here.

    Thanks for your patience, we appreciate it.

  • jhunter4
    Replied on May 5, 2024 at 11:20 PM

    Ok this is a start. How do I include the details of the products. I need to document to specify size and the color.

  • Raymond JotForm Support
    Replied on May 5, 2024 at 11:29 PM

    Hi Jade,

    Thanks for getting back to us. To view the details of the products purchase, it's possible to click on cells under the Product List column like so:

    How can I view the products purchased by my customers? Image 1 Screenshot 40

    Another option is to download your submissions Excel from your Submission tables. Let me show you how to do that:

    • In your form's table, hover your mouse over the Download All button on the right side of the page. 
    • Now, choose CSV, Excel, or PDF format and download your data.

    How can I view the products purchased by my customers? Image 2 Screenshot 51

    There's also the Jotform Inbox that can be used to view your submissions. Let me walk you through on how it access it:

    1. From the My Forms page, hover your mouse over your form and click on the Inbox button.
      How can I view the products purchased by my customers? Image 3 Screenshot 62

    We also have a guide on How to Access Jotform Inbox that you can check out.

    Let us know if you need any other help.

  • jhunter4
    Replied on May 5, 2024 at 11:34 PM

    Okay, I see that, but I need the specifics to print out on a form. I attempted to download a form but it does not include all the specifics. I need something that is going to make fulfilling orders easy. If there is a way to do this, can you pull it for me?

  • Jeric JotForm Support
    Replied on May 5, 2024 at 11:36 PM

    Hi Jade,

    Thanks for reaching back to us. I understand your specific needs, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.



  • jhunter4
    Replied on May 5, 2024 at 11:42 PM

    Okay, thank you!

  • Jeric JotForm Support
    Replied on May 5, 2024 at 11:58 PM

    Hi Jade,

    Thanks for your patience. I was looking at creating a PDF-Document through the PDF editor that will show all the specifics of the order. Then, you can download and print it similar to this.

    How can I view the products purchased by my customers? Image 1 Screenshot 20
    Give me some time to build and provide the steps, When I have an update, I'll let you know.

  • jhunter4
    Replied on May 6, 2024 at 12:06 AM

    Okay thank you

  • jhunter4
    Replied on May 6, 2024 at 12:44 AM

    Okay, does it put all the orders on one form? I need to submit the list of orders with all the details to the printing company


  • Hilary JotForm Support
    Replied on May 6, 2024 at 12:59 AM

    Hi Jade,

    Thanks for getting back to us. You can customize the template and include all the orders details in one single PDF file. Our colleague Jeric is working on the steps. He will show you more details on ready.

    Thank you for your patience.

  • Jeric JotForm Support
    Replied on May 6, 2024 at 1:27 AM

    Hi Jade,

    Thanks for reaching back to us. If we create a PDF document, it will only show orders per submissions. 1 PDF document per order/submission. Do you need all the orders to be shown in one page only or one document with multiple pages? I am afraid this method will generate PDF documents per submission. The workaround would be to download a CSV copy of the submission through the submission tables and find a web app or software that will allow you to convert the CSV file to docx file type. Let me show you how:

    1. On the Submissions Tables, put a checkmark on all the submissions
    2. On the top right side, click on Download All.
    3. Select Download as CSV.

    How can I view the products purchased by my customers? Image 1 Screenshot 30
    Once downloaded look for a legitimate and reliable web app/software to convert the CSV file to docx. In my example, I used convertio.co. After converting it to docx, it may not have the desirable formatting you need so you have do necessary edits and adjustments. For examples, here's the converted CSV file to docx:

    How can I view the products purchased by my customers? Image 2 Screenshot 41
    When converted to docx, you now have more control on the formatting of data.

    Give it a try and let us know if you need more help.

 
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