Reporting questions

  • Profile Image
    Chris
    Asked on September 01, 2011 at 11:59 AM

    Hello:

    We run an insurance agency. I have created a number of forms using Google forms which allow for new employees to easily gather detailed information necessary for quoting insurance. No questions are forgotten since the employees would be able to fill out the forms while talking with a prospective client. However......the ONLY reason I have not implemented the forms as a practice is that Google forms provides no way of printing the data entered during the completion of a single form. True, we can report on ALL data as reflected in the spreadsheet, but we need separate and distinct reporting of data entered on a homeowners quote form, for example, pertaining only to that single homeowner. Entering data then printing out a single sided "report" having all the data from that single interview (and no others) on one piece of paper.


    In summary, we need a "report" which shows all the information gathered about John Johnson's home during the completion of a homeowners quote form to print on one page/report. It's meaningless, for our purposes, instead, to only be able to run a report that shows among 100 homeowner form completions, the average year of construction of all homes entered is 1963 (which again is what Google Forms only allows for). 

    My questions: 

    1) Would we be able, after data is entered and submitted from a completed form, to easily generate a single report showing all the data entered during that instance in printed copy?
    2) Would we be able to have that printed report emailed to the employee automatically as a rule?
    3) Would we be able to have that printed report emailed to two people simultaneously (the employee who entered and submitted data on a form and a manager for tracking purposes)?

      My hope is that I'm explaining my needs correctly given that I'm not a developer/programmer.  For the Google Forms I've created, once data entered in a form is "submitted", that data is automatically saved on a spreadsheet.  The questions would be the column headings and the data/"answers" for that single submission would be in/across one row of that spreadsheet.  Data from each submission using that form would be saved as individual and separate rows of data in the spreadsheet.  We need the capability of creating a report that prints only the answers to single submissions, prints reports on single rows of data.


  • Profile Image
    brx250
    Answered on September 02, 2011 at 01:39 AM

    Hi Chris,

    First of all, thank you for using JotForm.

    For your first question, you can do that through your Thank you page. First, navigate to your form and click "Email Alerts" under "Setup & Embed" tab. Click "Notification" and copy the field's variable names as shown below.

    After copying, go to "Thank you" under "Setup & Embed" tab and select "Thank you message".

    Paste the copied variable names and format it with the provided tools on the menu bar.

    After which, your users can then print their submissions by pressing CTRL+P (browser's print functionality).

    For the second question, you can accomplish it with the use of JotForm's Auto Responders. With this, your users will receive a message containing their submission and they can print it from there. Please refer to this link for more details. http://www.jotform.com/help/26-Creating-a-Form-Autoresponder

    And to address your third question, just separate each recipient with comma. Please visit this link http://www.jotform.com/help/39-Send-Form-Emails-to-Multiple-Recipients for further information.

    I hope this helps. If you do have any other issues and concerns, please feel free to contact us again. Our team will be more than happy to assist you with anything.

    _____________________________________________

    Albert  JotForm Support