How can I search all submissions for a name or email?

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    TNNY
    Asked on December 28, 2020 at 01:44 PM

    Hello,

    We use Stripe as our payment processor on many forms for many purposes. When I go to Stripe I see the payments we received with the name, email and amount. Sometimes there is additional info but not always so I don't know which form the payment came from and therefore I don't know what the payment was for.

    When entering deposits into my accounting software (QuickBooks) I need to enter the name, the amount and what the purchase is for, based on the date of the bulk Stripe deposits for that day.

    Is there a way for me to do a search of all of my submissions from all my forms using the name or email? I need a faster way of locating the individual form submission rather than going form by form.

    Thanks for any help or advice:)

    Tom

  • Profile Image
    Gaetan_B
    Answered on December 28, 2020 at 04:01 PM

    Hello,

    Thank you for reaching out.

    Unfortuna

    You could either follow that guide, which allows you to combine the submissions in one table: https://www.jotform.com/help/1002-how-to-get-data-from-other-forms-in-jotform-tables


    Or you could use the Combine Submissions app, which will combine directly your submissions together: https://eu.jotform.com/apps/combine-submissions


    The last option would be to export all of your forms data into a CSV file and work it from Excel or similar: https://www.jotform.com/help/44-how-to-export-form-data-to-excel


    Should you have any further inquiries, do not hesitate to reply to this thread

  • Profile Image
    TNNY
    Answered on December 28, 2020 at 04:06 PM

    Thanks, I'll try it out...Tom