Summary report of individual products

  • Profile Image
    cohenscuisine
    Asked on March 04, 2021 at 10:37 AM

    I have a catering company and have identified my dishes as products. Now I want to do a summary report of how many of each dish was ordered. How can I do that? When I download the information into excel, all of the products appear in one cell. I would like to do a report that identifies what each person ordered and is able to summarize how many of each dish I need. Currently I am manually reentering the information from the order forms into an Excel spreadsheet. Is there a more automated way to get this information?

    Thank you. Marla

  • Profile Image
    Yau_C
    Answered on March 04, 2021 at 02:26 PM

    Hi,

    Thank you for reaching out.

    You could do so by clicking 'more > submission':

    1614886691_60413723b1b7c_

    You can also hide/show columns by unchecking them as follow:

    1614886573_604136ad4926b_, and it will show you who has order which dish:

    1614886778_6041377a82eb4_

    You can download it as Excel:

    1614886926_6041380e8cf6b_

    Let us know if you need further assistance.

    Regards,

  • Profile Image
    cohenscuisine
    Answered on March 11, 2021 at 02:33 PM
    The last response I received on this item was that someone was looking
    into it. I did have another issue with product pictures not loading which
    was resolved very quickly, which was very much appreciated. If there is a
    report that would summarize all of the orders for a given event and then
    breakdown how many orders of each item, that would be great. Right now I'm
    taking my orders and reentering them into an Excel spreadsheet to see how
    many orders of salads or chicken, etc.
    Thank you for your help. Marla Cohen
    ...
  • Profile Image
    Yau_C
    Answered on March 11, 2021 at 08:42 PM

    Hi,

    I have created a demo for you to get started:

    https://eu.jotform.com/report/21069732518705811

    You can create/edit the report by hovering your mouse over 'More' on the right:

    1615512893_604ac53d1ea65_

    You can customize your chart from the menu:

    1615513021_604ac5bd9fbf8_

    You can clone my form to experiment with it.

    Let us know how it goes.

    Regards,