How do I create a report per client automatically?

  • Roberto Kim
    Asked on August 24, 2022 at 2:26 PM

    How do I create a report per client automatically.
    I saw there is a filter option in the report. Need the same but automated.
    I mean, I have the same form filled by the same client every month and want to mail them automatically all previos month's information.
    But, don't want to let them see other clients information.
    Thank you for your help!

  • Nina_J
    Replied on August 24, 2022 at 4:20 PM

    Hello Roberto,

    Thanks for reaching out to Jotform Support. Unfortunately, there is no feature yet to send filtered reports automatically. You can create the report and have the option to hide other data.

    Example.

    1661372199 6306872763717  Screenshot 10

    You can check out this guide for more information on customizing Visual reports.

    Let us know if you have any other questions.