Is it possible to autmoatically generate reports in Jotform?

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    guardtour
    Asked on October 27, 2020 at 05:41 PM

    Can a report be built to run automatically 1 per week to report on the previous week (or month, quarter, etc.) and email to recipient(s)?

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    Jed_C
    Answered on October 27, 2020 at 09:14 PM

    We do not currently have such an option.

    You may consider creating a report download link, see the next guide:

    How to Create an Excel Report

    You can create a report for each form. There is a variety of reporting options available. Please click on the following URL which should help you:  https://www.jotform.com/help/chapter-6-Reports 

    Then, including it to the form email notification template.

    This way you will be able to click on a link in the email to download the Excel report file.

    Please note that it is also possible to automatically send your excel report to Dropbox account by taking advantage of our "Reports To Cloud" app.

    Let us know if you have any questions or if you need further assistance.