Excel export of Payment field data

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    porret14
    Asked on April 25, 2019 at 03:16 PM

    Hello,


    I was wondering if there was an easier way to view purchase data when exporting data. Right now, the only excel column displaying purchase amounts is "Product and Credit Card: Products". This column doesn't contain just numbers, which makes it difficult to sum up total sales.

    Is there an easy way to sum up these totals (and filter totals between dates) via this excel sheet or through other reports JotForm provides?

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    jonathan
    Answered on April 25, 2019 at 04:55 PM

    Unfortunately the feature is not available at this time. The Payment field data will always be assigned as single field data only even on submissions grid view and exported data reports (i.e. Excel report).

    The most you can do is to manually split the payment field details when in Excel. You can use the Text-To-Column tool in Excel.

    Alternatively, you can do split the payment details within the submission email content.

    How to Strip Payment Labels and Separate Payment Info on Email Alerts

    With this option, you can construct an email content message wherein the content were only the payment field details.

    You can then work on the email data separately.

    Example the Email content only consist of 

    {myProducts:firstname},{myProducts:lastname},{myProducts:email},{myProducts:total},{myProducts:transactionid}

    You can parse the email data and put them in a spreadsheet. They will appear in separate column when in spreadsheets.

    I hope this help. Let us know if you need further assistance.