Can I create a submissions report in a format that is saved for future submissions?

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    Asked on September 15, 2014 at 03:05 PM

    I've created a check in form with several fields.  I want to create a report for another staff member (who is not very proficient with excel) that will only include columns/fields that I designate - which is not a problem.  However, is there a way to save that format so that each week she can pull up the report with the new submissions in the that same format (i.e. only the columns/fields that I designate will show up on the report)?

    As it stands now, when we pull up the report each week, it's in the exact same format as the default (every column/field is listed on the report).

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    Answered on September 15, 2014 at 04:50 PM


    Though I do not believe what you are asking for is possible inherently with JotForm, with a Google spreadsheet integration it is totally possible:

    You would be able to customize the Google spreadsheet to show the data you wish.  This will allow for the report to be updated with each submission as well.

    Other than that, you would need to manually exclude the fields you do not want in the report, each time you run a new report.