How can I transfer my orders to an Excel Report for my boss

  • Marion
    Asked on October 16, 2018 at 12:44 PM

    Is it possible to transfer my orders onto a excel spreadsheet as they come in, so I can show my boss at the end of the month what orders I have received?  Or is there an app add-on that I could use?

  • Mike_G JotForm Support
    Replied on October 16, 2018 at 2:35 PM

    There is a way to download all your form submissions into an Excel file. Here's a guide — How-to-Partially-Download-Form-Submissions-as-Excel-CSV-PDF

    Or, you can also integrate your form with Google Spreadsheet and share the link to the spreadsheet to your boss — How-to-Integrate-Form-with-Google-Spreadsheet. Submissions will be passed to the Google Spreadsheet the form is integrated with. Also, there is a way in Google Spreadsheet to download the sheet as an Excel file.

  • Marion
    Replied on October 16, 2018 at 3:43 PM
    Wow thanks for the fast reply... very helpful too!
    Thanks
    Marion Crisp
    ...