Download submissiosn as Excel, with the option to do it based on date range or user's input.

  • Profile Image
    CPCForms
    Asked on July 29, 2019 at 12:08 PM
    Also could you maybe pass this onto your developers to create some kind of reporting system similar to the one i create with excel. I understand that Jotform has statistics on how often a form is used along with IPs etc. But would it be possible to have a more in depth report that you can run (similar to exporting results into a csv file) but with the option to do it with a date range and based on a users input from a text field.
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    BDAVID
    Answered on July 29, 2019 at 12:21 PM

    I have forwarded this to our back-end team. When the option to apply those type of filters(date range, user's selection or input, etc.) is implemented for Excel reports, you will be updated via this forum thread.

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    ivy
    Answered on August 21, 2019 at 10:21 AM

    Hello CPCForms,

    After the latest updates on Jotform Sheets, you can download the filtered submissions as Excel or CSV reports.

    I tested this issue on my side and the issue seems to be resolved.

    Excel:

    1566544150test123.gif

     

    CSV:

    1566560615downloadcsv.gif

    Could you please check it again on your end? Please, let us know if you encounter any problem.

    We'd be happy to help you if you need further assistance.

     

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    CPCForms
    Answered on August 21, 2019 at 10:26 AM

    Hi Ivy,

    When i cross reference our results at the end of the month i will let you know.

    Also how do i got about customising downloading a CSV to view results based on a users input?

    Kindest Regards,

    Lewis 

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    denis_calin
    Answered on August 21, 2019 at 12:26 PM

    Hi Lewis!

    Can you please provide more information on how you would like to customize the CSV file? You can select which columns and date ranges are currently displayed on the Sheets page, which will also be downloaded as either Excel, CSV or PDF reports. All screenshots are showing sample data.

    1566403869Screen Shot 2019-08-21 at 9.01

    You can also use our Visual Reports tool to visualize responses to each individual question across multiple submissions. You can apply filters to only visualize responses for a specific date range, or whether certain checkboxes were selected:

    1566404555Screen Shot 2019-08-21 at 9.20

    Please follow this guide for more information on creating visual reports: How-to-Create-a-Visual-Report-with-Your-Form-Submissions. Here is the guide on using visual report filters: How-to-Use-Visual-Report-Filters.

  • Profile Image
    CPCForms
    Answered on August 22, 2019 at 05:31 AM

    Hi Denis,


    This looks like its going in the right direction! I have managed to find the visual reports tool but i cannot find the location of the first screenshot you sent, where can i find this? Also will using these tools effect how the forms are layed out?

    I feel that these tools should be located under My forms -> 'View Submissions' on the menu when you click on the form.

    Kindest Regards,

    Lewis

  • Profile Image
    Richie_P
    Answered on August 22, 2019 at 07:30 AM

    Hi CPCForms,

    I have checked your submission page and it seems the Sheet feature (screenshot from my colleague Denis) is not enabled in your account.

    Let me try to ask again to the assigned developer if its possible to enable this feature in your submission page.

    We will get back to you once updates are available.

  • Profile Image
    ceren
    Answered on August 22, 2019 at 08:27 AM

    Hello CPCForms,

    Thank you for contacting us. We've updated your account setting, you'll be using Jotform Sheets for viewing your form submissions.

    Please check and let us know if you have any questions.

  • Profile Image
    CPCForms
    Answered on August 22, 2019 at 08:43 AM

    Hi Ceren,


    Looking good so far, the only thing i have noticed is that prepopulated fields (in my case 'Submission notification email' and 'Round code') are not displayed and these are the fields that we are most likely to use to filter the results.

    Kindest Regards,

    Lewis

  • Profile Image
    Richie_P
    Answered on August 22, 2019 at 09:57 AM

    To clarify, do you want to get the data for the submission notification email or the email address and "round code" to be filtered in the submission?

    May we know the form in question?

    Unfortunately, it is not possible to get the submission notification to be filtered, you may view the notification emails in your email logs.

    You may check this guide:https://www.jotform.com/help/293-How-to-View-All-Your-Form-Email-History

  • Profile Image
    CPCForms
    Answered on August 22, 2019 at 11:32 AM

    Hi Richie,


    All of the forms have have prepopulated fields for the "Submission Notification Email" and "Round Code".

    When i am viewing submissions with the new submissions area, the results for these 2 fields are blank. However, when i export a .csv with the old submissions area, the report contains these prepopulated fields.


    I hope this makes sense?

    Kindest Regards,

    Lewis

  • Profile Image
    Richie_P
    Answered on August 22, 2019 at 01:09 PM

    I tested one of your form and those fields are still showing when you download the submissions in the sheet.

    May we know  the exact form you're trying to download the submission data?


  • Profile Image
    CPCForms
    Answered on August 23, 2019 at 04:47 AM

    Hi Richie,

     

    I have just gone to the new submissions area and the 2 fields i mentioned seem to have appeared!

    Im not sure if this issue is still there as i don't know which form i viewed the submissions for.

    Also with the Uploads section for the sheets area could your developers make it possible to add more fields to go with the uploads?

     

    Kindest Regards,

    Lewis

  • Profile Image
    CPCForms
    Answered on August 23, 2019 at 05:04 AM

     Hi Richie,


    I have just noticed that when i try and view submissions in the sheets area for this form https://eu.jotform.com/sheets/82834276983370 it is just loading with a white screen


  • Profile Image
    Victoria_K
    Answered on August 23, 2019 at 05:19 AM

    Hi Lewis, 

    We have moved your new questions as new threads. This will help to avoid any confusion:

    https://www.jotform.com/answers/1937664 

    https://www.jotform.com/answers/1937665