Share table submission

  • Lester
    Asked on December 14, 2021 at 11:16 AM

    Hi once excel report is created, is there anyway I can set up the excel report to be emailed on to people in jotform. Can this be automated daily ?

  • Rose JotForm Support
    Replied on December 14, 2021 at 12:43 PM

    Hi Lester,

    For Excel Reports, you can only share downloadable links. If your goal is to share the submissions data in an Excel format and collaborate with your team, you can share the Jotform Table of a form that you're working on.

    1639503622 61b8d706f3452  Screenshot 10

    You can also update the share settings.

    1639503671 61b8d73753be4  Screenshot 21

    You can share the data to be viewed only or give your team an option to edit the table.

    1639503718 61b8d7663e3c6  Screenshot 32

    I hope this helps.

    Complete guide here:

    https://www.jotform.com/help/1010-how-to-share-your-jotform-tables-and-collaborate/

    Thanks,

    Rose

  • lester Warwick
    Replied on December 15, 2021 at 7:08 AM

    Hi Rose,

    Yes thanks this helped, but it wouldn't bring up the filtered dates I selected for today 15th, the only thing my colleague could do was select remove filters, any idea why this is ? And Can I automate the share table each day, i.e it takes all the data from the 15th in table form and sends on automatically?


    Regards,

    Lester

  • Richie JotForm Support
    Replied on December 15, 2021 at 7:24 AM

    Hi Lester,it is not possible to share the filtered data.

    You may try creating a report and sharing it to your colleagues.

    They can view the report with the filtered data.

    Guide:https://www.jotform.com/products/report-builder/

    Let us know if this fits your requirements.

  • lester Warwick
    Replied on December 15, 2021 at 7:40 AM

    Ok np thanks !!