Relatório de Vendas

Hello, good morning. How are you ? 

I would like to ask a question, Would there be any Resources on jotform, where I could make a report with the total value of my sales, through the form?

Currently the form would be this: https://form.jotform.com/202594948822062

I saw that there are report creators, but could you help / guide me on how you are performing the steps step by step?

Observations: the Visual Report Creator, which would be the (New Resource) / Jotform Tool, can be created, but it only gives me the summaries of each sale / order, I would like to know, if you would have any option to do, such as a report total sales per month: financial balance sheet?

instead, by date, otherwise, you would have to add sales and orders for each day manually.

Greetings,

Thanks for contacting us. If I understand correctly you would like to create a report with a specific time frame (monthly sales). First, have you check our new report builder feature? Report-builder, we have different templates that can be used, such as the Sales report.

To get data from a specific timeline in order to make a report, you would need to select the time frame, to do this you only need to click on the gear icon, then select the time frame as shown in the image below: 

It will allow you to get the submissions data for that time frame and it will allow you to see the total of each submission, the Visual Report as you said only allow you to show the total of all your submissions, but not to select a time frame.

Let us know if you need further assistant.

Johann.