Sorting Products / Report

  • jasonborko
    Asked on September 19, 2021 at 2:34 PM

    We are using the form to order lunches for our school. We use different vendors each day to fulfill our orders. We need to be able to sort products by category instead of by user. For example, if we have 25 orders for Chik-fil-A on a certain day, we need to know what to tell Chik-fil-A to make for that day. Right now, what I see on the table is everything a particular user ordered. Then when we download to a spreadsheet, we have to manually separate out every order for every day for every user. Surely there is an easier way to do this?

    Thanks!

    Jotform Thread 3365957 Screenshot
  • VincentJay
    Replied on September 19, 2021 at 8:38 PM

    Hi,

    Please try using the Visual Report Table to see the total products bought for a day or week or month.

    Here's a screencast of the three tests (5+10+7) t-shirt bought:

    1632097640 6147d568dd8d9 gsdg2452 Screenshot 10

    Here's how to create a Visual Report:

    1632097770 6147d5eab4556 sgb312 Screenshot 21

    Please give it a try and see if that would work for you.

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


  • jasonborko
    Replied on September 20, 2021 at 7:38 AM

    I'm sorry but this doesn't help me. If I do it this way, I would have to print 100+ reports (one for each student). Is there really no way to have each product ordered listed in its own row in the table? So that when I download to Excel all I have to do is sort the data? Or a report that shows how many / what options were ordered by category?

    For example - for an order from Chik-fil-A on Tuesday, I need to know how many sandwiches, how many nuggets, and how many salads, without having to print every person's order summary then hand-counting how many of each we need.

  • Cecile JotForm Support
    Replied on September 20, 2021 at 9:33 AM

    Hello,

    Unfortunately, product list fields cannot be separated into different columns because they are treated as one group.

    However, you might consider the work around from the threads below:

    https://www.jotform.com/answers/1466144-How-can-I-integrate-the-products-page-into-individual-cells-in-my-excel-report/

    https://www.jotform.com/answers/290516-How-to-separate-payment-product-data-into-separate-excel-columns

    Also, you can know how many products are ordered by following the suggestion of my colleague above. See demo below.

    1632144639 61488cffe98d7 14 Screenshot 10

    Should you have any other concerns, kindly let us know.

    Thank you.