Can I generate a report for the submission

  • Yuval
    Asked on August 9, 2024 at 2:32 AM
    Most important question - can the form generate a report for me after it is submitted? Do I have to go through the form myself to look at the answers or can Jotform summarize the answers for me in paragraphs. My intake form is long and tedious to review after each patient.
  • Lorevie JotForm Support
    Replied on August 9, 2024 at 3:18 AM

    Hi Yuval,

    We have Notification Email where you can receive an email with the submission data once the form filler submitted the form. This way, you don't have to check your Jotform Tables every time a form is submitted. Check out my screenshot below:

    Can I generate a report for the submission Image 1 Screenshot 50Once you created a form, a notification email is automatically created. Let me show you where to find this:

    1. In the Form Builder, click on Settings on the orange navigation bar at the top of the page.
    2. Select Emails from the left side window. From there, you'll be able to see the Notification Email.Can I generate a report for the submission Image 2 Screenshot 61

    To learn more, please check out our guide on Explanation of Notification and Autoresponder Email and Setting Up Email Notifications.

    However, to check all the submissions, you can go to the Jotform Tables. From there you'll have the option to download submissions as Excel, CSV and PDF. Let me show you how to view this:

    1. In the Form Builder, click on the app menu tab on the upper left side of the page and select Jotform Tables. Can I generate a report for the submission Image 3 Screenshot 72

    Here's a sample of a downloaded submission as PDF:Can I generate a report for the submission Image 4 Screenshot 83Let us know if you need any more help.