How to export data to excel automatically?

  • Profile Image
    AgilityAssoc.Canada
    Asked on October 07, 2018 at 02:40 PM

    It would be great to have a schedule option to allow this to run automatically and something like the last 50 or 25 or 100 etc.

    Robert



    This is a re-post of a comment on How to Export Form Data to Excel

  • Profile Image
    DonaldHag
    Answered on October 07, 2018 at 03:53 PM

    Unfortunately, the export data to excel feature does not allow for setting up automatic scheduled downloads. However, there are workarounds to this namely;

    1. Create reports to view the data. Reports are updated as soon as a submission is made and will remain current. You can create an excel report for this.

    2. Integrate your form with Google Sheets. Once set up, the sheet will get updated as soon as a submission is made on the form.

    3. You can also make use of the Daily Digest App in Jotform. It will send information from your forms at scheduled intervals to your email.

    For further assistance on this, do let us know.

  • Profile Image
    AgilityAssoc.Canada
    Answered on October 07, 2018 at 09:32 PM

    Hi,

    Thanks for getting back to me. I use option 1 and 2 now, work great.

    I have used daily Digest in the past. I just didn't need the extra email.

    Thank you, Robert