Can I change an excel report (Ex: Manually inserting "Paid" in a new row when checks come in.)

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    NWIHabitat
    Asked on March 10, 2015 at 05:15 PM

    When I open 'My Report', select Excel report, manually enter the text "Paid" to a new column then click Save I find my Admin Entered Data does not remain saved in the new column. I had assumed it was saving to JotForms; because when I click save I am not prompted with dialog as you would see with a newly saved document.

    I can work around this but, this is being passed off to another user who I would like to make this as easy and manageable as possible for.

    The ideal situation is...

    1. Open Doc via JotForms\reports

    2. Input Information

    3. Save

    4. Done

    5. Repeat when needed

    Let me know if this is possible, if not I'll add some password protected hidden fields for her to populate on the backend via the Submission Veiwer 'Edit'.

    I keep thinking I'm missing something really easy over here because this functionality just seems like it would be the normal practice.

    Thanks a bunch!

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    EltonCris
    Answered on March 10, 2015 at 06:08 PM

    Hi,

    Apologies but I am having a little confusion following your instruction. Mind giving a little clarification here? :)

    When you say reports, are you referring to the submissions or reports? Check this image:

    What confuses me is this "manually enter the text "Paid" to a new column then click Save". I can't figure out how you manage to enter text to a new column on the report? Or are you perhaps referring to the downloaded excel file? 

    We'll await your reply. Thanks! :)

  • Profile Image
    EltonCris
    Answered on March 10, 2015 at 06:26 PM

    By the way just to confirm, we only have one method to update data in the back end which is the submissions edit you mentioned.

    Let us know if you have questions. Thanks!