Is it possible for an excel of all submissions to be emailed to me weekly?

  • BZAmipson
    Asked on May 22, 2019 at 5:50 PM

    Is there a way to set up a report of the submissions and have it emailed to me? For instance, I verify all submissions were processed and have to go into the submissions and download to excel and then see which ones came in since the last time I looked, and I do this for multiple forms so it takes time. Is it possible for an excel of all submissions to be emailed to me weekly?

  • Elton Support Team Lead
    Replied on May 22, 2019 at 8:21 PM

    Yes, that's possible. You can use this app https://apps.jotform.com/app/daily_digest

    You can also create an excel report and include the link on your email notification.

    If you need further assistance, let us know.

  • BZAmipson
    Replied on May 24, 2019 at 1:43 PM
    Hi Elton,
    Thanks, the digest seems like it could help, but I don’t know how to get it to work or where to see its settings on my account. I went through the steps to set it up but when I got to the page that sends a test email, it just says sending forever and never goes through. Do you know why this is?

    [cid:image004.jpg@01D51215.A7B8FFB0]
    Thanks,
    Megan
    Megan Ipson
    Accounting Specialist
    Certified QuickBooks Online ProAdvisor
    Certified Bill.com Expert
    AccountingDepartment.com, LLC
    ...
  • Kiran Support Team Lead
    Replied on May 24, 2019 at 2:27 PM

    The question with the Send test email is moved to a separate thread and shall be addressed there shortly.

    https://www.jotform.com/answers/1835583

    Thanks!