Reading Form Spreadsheet

When we download the Excel Spreadsheet, we get ALL the information that has EVER been filled out.

Is there a way to just get particular ones downloaded into an easy to read format, like the standard email confirmation page? (vertical vs. horizontal)

We love the form but are trying to figure out the best way to utilize the info gathered.

Thanks,

Dan 

IT guy for Bill Rumping

Hi Dan,

To better understand your requirements, you would like to customize the fields included on submissions and download it as an Excel File? If so, you can create a report in JotForm and you have options to include the fields you prefer to view on your spreadsheet: How-to-Create-an-Excel-Report

But you also mentioned that you would like to view it as a standard email confirmation format. You can also produce a report in PDF file: How-to-Customize-PDF-Submissions-Report

Here are other ways to create reports in JotForm: How-to-Create-Form-Reports-in-JotForm

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

I was able to create a PDF report in the PDF Editor successfully and it looks pretty good in its basic form. (I can always customize it more.)

I did this using" How-to-Customize-PDF-Submissions-Report"

Now how do I get THAT form to be the one that is used for the Submission Verication Emails to both the client and the owner?

Where is the PDF template stored? It just got "Automatically Saved".

Dan

You can create more than one PDF document in the PDF editor. So, you can have different PDF for the notification and for the autoresponder.

If you have only one PDF document in the PDF editor, it will be sent by default for both the notification and the autoresponder.

After you create the PDF documents, they will appear in the settings of the notifications and autoresponders. So, you will be able to choose, which PDF document to use.

In order to do this, you should click on the pencil icon of the notification/autoresponder and then go to Advanced. The created and available PDF documents will appear just under the "PDF Attachment" option.

Let us know if you need any further assistance.