Need suggestions to generate more detailed reports

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    pcpereira
    Asked on July 15, 2021 at 08:08 PM


    Good evening, as you can see, our forms are almost all for finances and we know the limitation of jotform for reports, I ask, you could indicate some application, or integration, so that you can generate more detailed reports. of forms,

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    Rehan_F
    Answered on July 16, 2021 at 02:24 AM

    Greetings,

    Have you tried our Visual Report Builder? This tool can create extensive reports based on each question. Kindly check the guide below for instructions.

    https://www.jotform.com/help/187-how-to-create-a-visual-report-with-your-form-submissions

    You can also check the available integrations with CRMs that you can use with JotForm.

    https://www.jotform.com/integrations/category/crm

    Should you have any questions then please let us know.

    Thanks

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    pcpereira
    Answered on July 16, 2021 at 04:44 AM
    thanks for indication! but if you paid a little attention to what the customer says you would see that I already use the tool and it is no good! it does not do calculations, sums and others! would it be possible to have a more adequate support for what the customer needs? without having to spend days begging you to answer! and when it talks about crm it does not indicate anything Gentlemen, this terrible support is not possible every time
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    Rehan_F
    Answered on July 16, 2021 at 06:00 AM

    Greetings,

    thanks for the indication! but if you paid a little attention to what the customer says you would see that I already use the tool and it is no good! it does not do calculations, sums and others! would it be possible to have more adequate support for what the customer needs?

    In your original question, there is no specification of the type of reports that you are looking for. Neither you've specified any details of the features of the report. You've only mentioned the following:

    "We know the limitation of jot form for reports, I ask, you could indicate some application, or integration so that you can generate more detailed reports."

    There is no indication in your original message that you've already used the Visual Report builder. As it was not specific so I had to suggest our latest visual report builder.

    Kindly give us a detailed description of the type of reports that you are looking for so we can check if Jotform is able to provide such types of reports or if any integration is available that can fulfil your requirement.

    Looking forward to hearing from you.

    Thanks

  • Profile Image
    pcpereira
    Answered on July 16, 2021 at 09:44 AM

    you always answer with more questions than answers , remember who is asked is the customer , and support answers ! simple question , is there or not an integration with an application that generates reports for print

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    Amin_N
    Answered on July 16, 2021 at 11:44 AM

    Hi again,

    "is there or not an integration with an application that generates reports for print"

    No.

    However and as advised, we offer Jotform Visual Reports.

    Related guide: How-to-create-a-visual-report-with-your-form-submissions

    Should you have any further inquiries, we will be more than happy to help.

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    pcpereira
    Answered on July 16, 2021 at 01:24 PM


    grateful, but, as informed, the jotform report does not meet those who need sums, calculations!

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    Amin_N
    Answered on July 16, 2021 at 04:51 PM

    Hi again,

    I think we answered your question about reports. Now, if you could please allow me to recommend Jotform Tables which does have the Advanced Formula feature that allows to get the sum of submissions and even more complicated mathematical functions as shown below.

    1626468514_60f1f0a2a8aaf_formula.gif

    I hope I have been of any help.