- smeplannerAsked 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?
- JotForm SupportWelvinAnswered on January 28, 2014 at 03:28 PM
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.