Split payment field data on reports

  • mdugas2013
    Asked on June 11, 2018 at 11:08 AM

    We have several products listed in our form for people to select multiple options and then pay via Paypal.  On the report, it looks like there is only one column showing the total payment made by the user.  Is there a way to see a breakdown of what they paid for? (i.e Race tickets, meal tickets, raffle tickets)

  • Mike_G JotForm Support
    Replied on June 11, 2018 at 12:29 PM

    Are you referring to the submission data shown on the submissions page — How-to-view-Submissions?

    I'm afraid there is no option to separate the data in a payment field on the submissions page.

    May we know if there is any specific reason why you would want to view the payment field's data that way, please? Perhaps we can try to check for workarounds that might suit your needs.

  • mdugas2013
    Replied on June 13, 2018 at 9:32 AM

    We are offering multiple purchase options.  I was hoping to have each option as a seperate column so that I can total each column to know how many tickets were sold of each.  For example, we are selling meal tickets and it would have been great to have the meal tickets in a column so I could add up and see how many meal tickets we sold.  

    I did a test submission and see that the breakdown of payment is provided in one column.  It looks like I will manually need to breakout into columns if I want to be able to add the numbers up.

  • Mike_G JotForm Support
    Replied on June 13, 2018 at 12:43 PM

    Thank you for explaining to us the reason why you would like the data of the payment field in your form separated.

    I have a workaround that I think would work for you.

    This workaround would require you to have each item in the payment field in your form separated from the payment field. Which means you will create each product separately and I suggest that you use the Inventory widget for each product.

    Almost the same workaround that was explained in this guide — How-to-Setup-a-Payment-Order-Form-with-Limited-Stocks (See how Bulk Purchases is set up), but without actually limiting the total number of items that can be ordered/purchased.

    There is no option to set the available quantity for each product to "unlimited", but you can just put a high number for the available quantity

    1528906888t12 19 47 Screenshot 10

    and don't forget to hide it from the form

    1528907090t12 24 21 Screenshot 21

    After you set up each Inventory widget to list the items, you can now add a Form Calculation widget to get the total amount

    1528907329t12 27 48 Screenshot 32

    that will later be passed to the PayPal payment field following this guide — How-to-Pass-a-Calculation-to-a-Payment-Field

    Here's how it will look like on the submissions page:

    1528907886t12 36 03 Screenshot 43

    You can download the Excel File of the submission, add some formula to the sheet, and you can get the total for each item.

    How-to-Export-Form-Data-to-Excel

    You can also create an Excel Report — How-to-Create-an-Excel-Report

    I hope this helps. If you have other questions or concerns, please do not hesitate to let us know.


  • mdugas2013
    Replied on June 13, 2018 at 3:29 PM

    This is great!  Thank you!  I set it up and it seems to be working correctly.  

    Is there a way to submit a test form to see what the report looks like?  I know you sent me screen shots but just curious if there is a way to submit without having to go through paypal.

  • Nik_C
    Replied on June 13, 2018 at 4:26 PM

    You could, temporary, replace your PayPal with Purchase order payment:

    (make sure that you delete PayPal field first so you could add Purchase order)

    1528921412Screen Shot 2018 06 13 at 10 Screenshot 10

    Just make sure that calculation that my colleague showed above is properly passed to Purchase order.

    This will allow you to submit the form without going through actual payment. 

    When you finish, simply replace it with PayPal again.

    Let us know if that works for you.

    Thank you!