Tracking Form Submissions

Each of our clients  complete multiple forms and we need a way to track which forms have been submitted by a particular client.

If we could then format that data into a professional document for clients so we could then periodically send updates to clients.  

Suggestions?

How about using a unique code/ID for each client?

Please take a look at this guide: How-to-Add-Custom-Unique-IDs-to-your-Form-Submissions

Let us know if that could work for your requirements.

I understand how to embed a custom ID. Thank you for the link. It was
helpful. Clarification: If I use a customer ID, I can then create a
report for that ID for all forms completed. I could then export it to say,
Google sheets or Excel and customer the look of it so that it could be
customer facing. Am I correct in that?
...

I'm sorry, but I don't fully understand your requirements. Can you please further explain what you're trying to or the reports you're referring to?

You can give us a visual so we can better understand your needs.

Looking forward to your response.

Thank you for help. Here's what I'm trying to do......
- A client submits multiple forms over the course of 6 weeks (Some of
our clients may submit up to 20 different forms)
- It is my job to send periodic status reports to the client showing
which form is complete and which forms still need to be done.
- If Jotform could sort by client's email, name or custom ID (any of
these will work) then I would be able to easily create a report in Jotform
for each client. I don't know if Jotform can do this. Clearly I can see
which submissions have been made for each different form, but then I have
to do all the sorting manually. Can I get a listing by client? Perhaps
there is an appropriate integration for this?
If I could get a report by client, then I might figure out a way to make
that report client-facing ( maybe an excel spreadsheet or a google sheet)
it would save me time. Currently I open the sbmissions for each form and
keep a manual spreadsheet of clients' submittion. I then transfer that
information manually into a word doc for the client.
I hope I am being clear about our business model and my role. I am hoping
Jotform can help me be more productive. Right now, I am looking to hire a
freelancer with Jotform experience and expertise to help me over the next
couple of months.
Thanks again for your help with this new platform.
Michelle Cavanaugh
Senior Customer Service/Support Administrator
Hytropy.com
7515 Jefferson Highway #5
Baton Rouge, LA 70806
customerservice@hytropy.com
...

Hello Michelle - There are two options to easily achieve your requirements.

First Option:
You can use the new submissions page/sheets view to view your submissions data and filter the submissions using the email. To open your submissions page on sheets, please replace the "submissions" in the link into "sheets".

For reference:
- https://www.jotform.com/submissions/92915701205957
- https://www.jotform.com/sheets/92915701205957

Second Option:
You can integrate your forms into google spreadsheets and then combine all of their submission data into just one spreadsheet file.

Please review this article for more details and instructions: https://www.ablebits.com/office-addins-blog/2019/08/22/google-sheets-ways-to-combine-multiple-sheets/