Excel Report: Generate report real time

  • jasoncripps
    Asked on December 12, 2020 at 4:06 AM

    I just found out about this feature and I'm thrilled it's available. If I share the report link with others, can they pull the most recent data as of the time they download it, meaning anytime they need an updated report in real-time they can download it with that link, or is does the link only provide data for the moment in time that it was generated? I'm trying to provide real-time reporting to a colleague that he can access whenever he needs it. Alternatively, is there an option to schedule an updated report to be sent weekly for example?

  • Mike_G JotForm Support
    Replied on December 12, 2020 at 4:45 AM

    When you access the link generated to download the Excel Report of your form submissions, the download Excel file will have the latest submissions on your form at the moment. You do not have to generate an Excel Report link every time to download the latest submissions on your form.

    I suggest that you give it a try and feel free to let us know if you need any further assistance.