Automatically generate report

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    Website_SLM
    Asked on July 04, 2021 at 04:22 AM

    Mogelijkheid om een rapport automatisch te verzenden elke week - maand - ...

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    Billy_G
    Answered on July 04, 2021 at 07:21 AM

    Hi there!

    I hope you're doing well and thanks for reaching out.

    Our Dutch support is currently unavailable at the moment.

    Can you please confirm what kind of report you're referring to?

    Should you wish to receive support in your native language, please let us know so your inquiry will be addressed as soon as our support becomes available.

    We'll be waiting for your response.

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    Website_SLM
    Answered on July 04, 2021 at 08:12 AM

    Actualy I want to send each month a report of users that have made a subscription via a form .

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    Billy_G
    Answered on July 04, 2021 at 09:24 AM

    I see. Where would you like the report to be sent to? And when you said "that have made a subscription via a form," you mean people who submitted your form, correct?

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    Website_SLM
    Answered on July 04, 2021 at 09:29 AM

    It would be nice if the mothly report could be send to predefined person(s) . For example : send monthly report of data to my boss .

    I indeed ment people who submitted data on my form . But the report doesn't have to go to these people. ( or maybe it can also be an option ? Send all persons who submitted a monthly report )

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    Mike_G
    Answered on July 04, 2021 at 10:30 AM

    Please allow me some time to check what possible option(s) is available to help you meet your requirements. I'll get back to you on this ticket with my findings as soon as possible.

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    Mike_G
    Answered on July 04, 2021 at 10:56 AM

    Apologies for any delays. I believe the best way to achieve your requirements is to set a filter for your form submissions on the Jotform Tables based on a month.

    1625410458_60e1cb9a66911_zt210704_104956

    You can also create multiple tabs for each month if you want.

    1625410557_60e1cbfd52a1a_zt210704_105456

    Please give it a try and let us know if you need any further assistance.

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    Mike_G
    Answered on July 04, 2021 at 11:05 AM

    I just would like to add that you can share your form's Jotform Tables with your colleague or your manager if you want.

    How to Share Your Jotform Tables and Collaborate

    Or, you can also share the direct link to the specific month tab manually.

    June — https://www.jotform.com/tables/211718534046049/211844571838059

    July — https://www.jotform.com/tables/211718534046049/211844052014039

    Kindly check the feature and feel free to let us know if you need any further assistance.

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    Website_SLM
    Answered on July 09, 2021 at 02:01 PM

    The thing I was looking for is a task that is monthly called and sends an email with attachment the report . ( and the receiver doesn't have to login on jotform-website )

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    AndrewDurant
    Answered on July 09, 2021 at 03:23 PM

    Hello there,

    Thank you for contacting Jotform Support! I believe that our Daily Digest App may suit your needs- https://www.jotform.com/blog/daily-digest-email-service/

    Please note that the name is a bit deceiving, and the interval of this report can also be set to weekly or monthly. Please try this feature out, and let us know if any further assistance is needed.

    Thank you!