How to create a daily report?

  • Roske
    Gefragt am 24. April 2024 um 07:01

    Hallo Liebes Jotform Team,

    gerne würde ich eine tägliche Übersicht E-Mail bekommen, was ja eigentlich kein Problem ist. Nur leider sind in der Übersicht E-Mail alle Antworten aufgelistet, die es jemals gab. Ich hätte aber gerne nur eine Übersicht von den Antworten von diesem einen tag. Gibt es da eine Möglichkeit?


    Mit den besten Grüßen

  • Israel Jotform Support
    Geantwortet am 24. April 2024 um 09:18

    Hello Roske,

    Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in German, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    You may want to check  Daily Digest for forms, which allows you to receive all new form submissions to your email daily on a set schedule. However, it can be set up to once daily, and it includes only new submissions. Let me shjow you how:

    1. In Form Builder, on the orange navigation bar, click on Settings.
    2. Go to Emails, click on Add Email, and click on Digest Email.
    3. Create Digest Email, click Next, and click Create Digest.

    How to create a daily report? Image 1 Screenshot 20 We also have a guide explaining How to Set up Digest Emails

    Keep us updated and let us know if you need any more help.

  • Roske
    Geantwortet am 24. April 2024 um 10:42

    Yes, I have understood that so far. Unfortunately, it shows me all the forms that have been submitted in the overview. I would like to see only the forms that were submitted on this day. Best regards


  • Silvano Jotform Support
    Geantwortet am 24. April 2024 um 12:57

    Hi Roske,

    Thanks for getting back to us. Unfortunately, the Digest Email can't be customized to send only Summary Submissions of a specific form. Instead, you can use the Jotform Tables filter functions so you can only view the submissions for that specific date.

    How to create a daily report? Image 1 Screenshot 20

    Give it a try and let us know if you need anything else.

  • Roske
    Geantwortet am 25. April 2024 um 04:27

    Thank you very much for the quick reply, I've got it working so far. But I still have one question. Is it possible, as shown in the screenshot, to display all submissions instead of “Other”?


    How to create a daily report? Image 1 Screenshot 20

  • Israel Jotform Support
    Geantwortet am 25. April 2024 um 06:36

    Hi Roske,

    Thanks for getting back to us.  To confirm, are you referring to your Täglicher Fahrzeugcheck form? Can you please share the link to your table as I'm not seeing the other option

    How to create a daily report? Image 1 Screenshot 20

    Once we hear back from you, we'll be able to help you with this

  • Roske
    Geantwortet am 25. April 2024 um 09:31

    Yes correct, it is about this form.


    https://form.jotform.com/233312820363043

  • Silvano Jotform Support
    Geantwortet am 25. April 2024 um 09:48

    Hi Roske,

    Thanks for getting back to us. I understand your requirement, but I'll need a bit of time to look into this. I'll get back to you as soon as I can.

    In the meantime, let us know if you have any other questions.

  • Roske
    Geantwortet am 25. April 2024 um 10:44

    I'd love to, I'm looking forward to it :)


  • Silvano Jotform Support
    Geantwortet am 25. April 2024 um 10:52

    Hi Roske,

    Thanks for your patience and understanding, we appreciate it. To make the "Others" option to display the selected options instead, you will need to increase the Option Limit on the Chart Settings. Let me show you how:

    1. In the Report Builder in your Jotform Table, click on the Chart, then click the Gear Icon.
    2. Now, in the right panel, click on Data tab and Increase the Option Limit to a higher number.

    How to create a daily report? Image 1 Screenshot 20

    That's it. If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

    Give it a try and let us know if you need any other help.

  • Roske
    Geantwortet am 26. April 2024 um 02:41

    I make the setting where the blue arrow is. But I need the setting for where the red arrow is, or do the two forms work together?

    How to create a daily report? Image 1 Screenshot 20

  • Mary_Ed Jotform Support
    Geantwortet am 26. April 2024 um 06:03

    Hello Roske,

    Thanks for getting back to us and we’re sorry you’re having trouble with this. I understand the issue, but I’ll need a bit of time to look into this and work out a solution. I’ll get back to you as soon as I can.

    Thanks for your patience and understanding, we appreciate it.


  • Mary_Ed Jotform Support
    Geantwortet am 26. April 2024 um 06:35

    Hello Roske,

    Thanks for patiently waiting. Unfortunately, creating reports in multiple forms is not yet possible. Reports can only be created on one form at a time. 

    Also, as I look at your screenshot, the red arrow pertains to Digest Emails, and the Option limit is not available here. As previously advised by my colleagues, I would still suggest that you use Digest Emails, because you may select a daily email with an overview of selected form fields on your form. Just like as shown below:

    How to create a daily report? Image 1 Screenshot 20

    If you want to implement the Digest Emails on your form, please use the steps that were provided by my colleague above. 

    Reach out again if there’s anything else we can help you with.

 
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