The form reports need to be accessible in .xls or .csv format and a notification emailed to an admin person when a form has been submitted.

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    Laura
    Asked on August 27, 2014 at 12:17 AM
    The form reports need to be accessible in .xls or .csv format and a notification emailed to an admin person when a form has been submitted.
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    jonathan
    Answered on August 27, 2014 at 05:44 AM

    Hi Laura,

    You can achieve this by creating the Excel or CSV Report first.

    Check this user guide for the reports

    1. https://www.jotform.com/help/101-How-to-create-an-Excel-Report

    2. https://www.jotform.com/help/103-How-to-create-a-CSV-Report

    Noticed that you can share the reports using its URL link.

    Now, using the Report's URL link, you can now add the Report link to the Notification E-mail message body.

     

    With this setup, every time the form is submitted, the Reports will be updated with the new submission data.

    The Notification Email will be sent to the intended recipient (admin person), the Report can now be viewed in either Excel or CSV format.

    Hope this help. Inform us if you need further assistance.

    Thanks!