How can I send out weekly reports based upon submission results?

  • JHooperEMCOR
    Asked on August 8, 2016 at 9:41 AM

    I need to automate weekly reports. Our form is set up where you can submit 1 of 4 different requests, for more than 100 different locations. I need to send each location a weekly report of their submissions. Is this possible?

  • Kevin Support Team Lead
    Replied on August 8, 2016 at 9:55 AM

    Unfortunately, you cannot send reports, they cannot have a time frame where they will be sent, you can only generate them and you will need to manually share them.

    Here is a guide with more information about reports: How-To-Create-Form-Reports-in-JotForm

    There is also an app that sends the submissions based in a time frame, you can take a look here: https://apps.jotform.com/app/daily_digest 

    We may escalate this as a feature request, but before I would like to unsure if I understood correctly your request, he guide above, you will be able to create reports, you want this reports to be sent in a time frame, in your case weekly, to different email addresses based on a field in your form, which can be department, location, employee or anything else. 

    Please confirm that I understood your request, if possible also provide us more details about it, we will be glad to send this thread to our level two as a feature request.