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for excel reports - can the link be customized or other ways to share it.Asked by smeplanner on January 28, 2014 at 02:13 PM
It is hard for someone to remember that link to go get their excel report... much less also a pw.
You have ways to customize the link for an online form but not for a report.
Plus, the link doesn't pull in the name of the report either... which would be helpful as a naming convention.But I didn't see any way to simply send someone, like the client or manager the link on a periodic basis, or when there is a new submission. (or is there?)
What kind of options do I have in order to make it simpler for the client to get the info via excel or other shareable report?
How about integrating your form to Google Spreadsheet and share the spreadsheet link? Add those who would need it as a collaborator.
You can also use our Excel Report to Dropbox App: http://apps.jotform.com/app/excel2dropbox and share the report from your Dropbox Account.
Let us know if you need something specific.