for excel reports - can the link be customized or other ways to share it.

  • Profile Image
    smeplanner
    Asked 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?

     

    Thanks.

  • Profile Image
    Welvin
    Answered on January 28, 2014 at 03:28 PM

    Hi,

    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.

    Thanks