What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    Question About Pulling Reports

    Asked by chastitymoore2 on November 13, 2015 at 09:56 AM

    Question #1:

    I want my employees to be able to pull down reports. I know how to create a link to pull a specific report, containing specific columns. What I want to know is, what if I only want them to be able to pull columns that state a specific thing. 

     

    For instance, in my form entitled, 2016 AOIC Job Application, it asks the applicants to select a name from the drop down menu for whose affiliate/franchise they are applying under.

     

    So, I want the specific affiliate/franchise owner to be able to pull all the columns, but only for those who select their name from the drop down menu. I don't want them to see the applicants for the other affilate/franchise owners.

     

    Question #2:

    I also want to see if when the applicant selects a specific affiliate/franchise owner, can the Notifier go to the specific address for that affiliate/franchise owner. 

     

    Thank you for taking the time to help me. If you need additional info, please feel free to call me. 404-259-6461.

    Reports name create job application excel report email autoresponder excel file
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    JotForm Support

    Answered by BJoanna on November 13, 2015 at 12:24 PM

    Thank you for contacting us.

    We have different type of reports. For example you can export your data to Excel, CSV and PDF. 

    Inside of this guide you can find how to Create Form Reports in JotForm:

    http://www.jotform.com/help/326-How-To-Create-Form-Reports-in-JotForm 

    In some of the reports it is possible to create report only from specific/selected fields.  

    You can create conditional email Notification that will send email notification based on selection of your field "affiliate/franchise owner". Inside of this guide you can find how to do it: 

    http://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection 

    You can also check option Attach PDF inside of your email Notification. 

    That way specific affiliate/franchise owner to which Notification is send based on conditional Notification, will also be able to download PDF report. 

    Hope this will help. Let us know if you need further assistance. 

  • Profile Image

    Answered by chastitymoore2 on November 13, 2015 at 06:45 PM
    This answered my question about how to have an email sent to a particular
    person when they're selected from the drop down menu.
    My second question was not answered. I saw that you showed me how to attach
    a PDF when the email is sent. What I am trying to do is to create a report
    that will only show the affiliate owner their people who completed the
    form. So, in other words, it would only show the rows of the respondents
    who selected their name in the drop down menu. This report form needs to be
    in excel, not individual PDFs of each email sent.
    They need to be able to click a link and generate the report of everyone
    who applied and selected them as the affiliate/franchise owner.
    Is this possible?
    Thank you for being the best part of AffordaTax Prep, L.P.
    ----
    Best Regards,
    Chastity Moore, Co-Founder & CEO
    Direct: (678) 278-9255 x1
    Fax: (404) 829-2387
    Website: www.AffordaTaxPrep.com
    Address: 1227 N. Peachtree Parkway, Suite 126, Peachtree City, GA 30269
    ...
  • Profile Image
    JotForm Support

    Answered by Mike_G on November 14, 2015 at 09:33 AM

    I would like to apologize for the inconvenience, however, there is no way we can send excel files or have a link to download one in the email notifications/autoresponders unless it's been uploaded within the form, of course. Unfortunately, there is also no way that we can pull up only the submission data that's base on a selection made on every submission on the form and create an excel report of it. When a report is created it would be for the entire submission page. The only way I can think for you to achieve such task is doing it manually and I understand that it could be very tedious. Because you need to download all the submission data from the submission page as an excel file. Then, you need to retain the data per affiliate owner and remove the others. This could mean that you will need to download the excel file multiple times, one per each affiliate owner. 

  • Profile Image

    Answered by chastitymoore2 on December 05, 2015 at 07:45 PM
    I have several forms that require my staff to upload their paradox and it
    is stating that the file is too large and its not large at all so I'm
    trying to figure out if I can make the capacity for uploads larger.
    Thank you for being the best part of AffordaTax Prep, L.P.

    ----
    Best Regards,
    Chastity Moore, Co-Founder & CEO
    Direct: (678) 278-9255 x1
    Fax: (404) 829-2387
    Website: www.AffordaTaxPrep.com
    Address: 1227 N. Peachtree Parkway, Suite 126, Peachtree City, GA 30269
    ...
  • Profile Image
    JotForm Support

    Answered by Kevin_G on December 05, 2015 at 09:29 PM

    Hi,

    In order to assist you better, I have moved your questions to this new thread, since it's not related to the topic on the current thread: 

    http://www.jotform.com/answers/718787

    I will answer there.

    Thanks.