How to create an Excel Report

  • Profile Image
    Asked on July 22, 2015 at 03:11 PM

    That looks great, can I export it to Excel and run reports by the date/Vendor/item/quantity for ordering.

    Seperate report for distribution by class/name/item.

  • Profile Image
    Answered on July 22, 2015 at 03:19 PM

    I'm not sure how would you like for your report to show in an Excel file. But you can create Excel Reports here in JotForm. 

    If you want to include those fields in your report. You need to include it in your form first as a field and not just a Text. 

    Say, for example: 

    You don't have a Date and Vendor fields on your form as what I have checked. You can add them and just set those fields to "Read-only" under their Properties so they cannot be changed.

    Items are shown in your Matrix, however, for Quantity, I believe that needs to be computed. Can you explain how you would like for this to show?

    Separate report for distribution by class/name/item. I am not sure I understand this clearly, can you further explain this part in details so we can better assist you?

    You can generate Excel reports base on submissions under MyForms page. 

    Then, on Submissions page

    You can also create one from the Reports tool

    You will then be given a link that when you visit, your excel report will be downloaded.

    I hope this helps. Let us know if you need any further assistance. Thank you.