Can I create a report of all sales over all forms?

  • WillowandStarFlowers
    Asked on January 27, 2023 at 11:31 AM

    I was able to create the CSV report for all of my forms, but it does not include a revenue total. Is there a way to create one report that would show my sales?

  • Gilbert JotForm Support
    Replied on January 27, 2023 at 12:00 PM

    Hi Kadi,

    Unfortunately, it's currently not possible to create one report that will contain and consolidate the data from different forms since you can only create a report for each of the forms separately. Since you managed to create a CSV report for all your form data, you can open the file on the Excel app and create another column to calculate a certain cell range from the report to display your overall sales.

    But if you want, we can forward a feature request for this to see if a report can be created that will contain the data of multiple or all of your forms. Just note that when or if it's developed depends on our developer team's workload, how viable it is, and how many other users also request it.

    Let us know if you have any other questions.

  • WillowandStarFlowers
    Replied on January 27, 2023 at 12:09 PM

    Hi Gilbert!

    Thank you for your reply.

    When I create the CSV report from my form data, the cost of the items sold is not included in that report. It only shows me the information I collected through the form, not through square payments. So I don't see sales on that report.

  • Christy JotForm Support
    Replied on January 27, 2023 at 12:55 PM

    Hi Kadi,

    Thank you for reaching out to Jotform Support. For us to help you better, can you share the link to the form where you are testing it? I looked at your account and I could not find any submissions to any of your forms/tables.

    Once we hear back from you, we'll be able to move forward with the solution.