Summary report of individual products

  • cohenscuisine
    Asked on March 4, 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

    Jotform Thread 2943076 Screenshot
  • Yau_C
    Replied on March 4, 2021 at 2:26 PM

    Hi,

    Thank you for reaching out.

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

    1614886691 60413723b1b7c  Screenshot 10

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

    1614886573 604136ad4926b  Screenshot 21, and it will show you who has order which dish:

    1614886778 6041377a82eb4  Screenshot 32

    You can download it as Excel:

    1614886926 6041380e8cf6b  Screenshot 43

    Let us know if you need further assistance.

    Regards,

  • cohenscuisine
    Replied on March 11, 2021 at 2:33 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
    ...
  • Yau_C
    Replied on March 11, 2021 at 8:42 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  Screenshot 10

    You can customize your chart from the menu:

    1615513021 604ac5bd9fbf8  Screenshot 21

    You can clone my form to experiment with it.

    Let us know how it goes.

    Regards,