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Abraham MarínFecha de consulta 29 de noviembre de 2024, 14:36
Buenos dias
Tengo una duda debido a que
Se esta haciendo un formulario para que la asistente administrativa registre las facturas que se le hacen a los clientes mensual
Pero necesitamos que en el reporte o una manera que podamos ver el monto total facturado en un reporte de por ejemplo el cliente 1
Lo que pasa es que ya vimos que existe la suma al final de columnas, pero queremos que ese total se vea en un reporte
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Jovito Jotform SupportFecha de respuesta 29 de noviembre de 2024, 15:22
Hi Abraham,
Thanks for reaching out to Jotform support. Our Spanish Support agents are busy helping other Jotform users right now, so 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 Spanish, let us know, and we can have them do that. But, it might take a while until they're available again.
Now, coming back to your question, if you want to create a report of the total amount of invoices of the clients, you can use Jotform Report Builder. Let me show you how:
1. Go to My Forms and choose your form.
2. Open Reports at the top, then select Add New Report.
3. Click on Visual Report Builder to open the report builder.
With Jotform Report Builder, you can easily create eye-catching visual reports from your submission data. It allows you to customize your report with text, images, bar graphs, pie charts, and data grids.
You can view the sum of total numbers of a column in the submission table. Let me show you how:
1. Click the Three Dot icon of the column that you want to calculate the total.
2. Select the Add Summary option from the menu.
3. Then, select the Sum option.
You can then view the sum value at the bottom in Jotform Tables.
Unfortunately, it is not possible to automatically add the total sum of the column in the report. As a workaround, you can add a heading or text element in your report and manually update the data when needed, you'll just need to access the Jotform table to see the updated value of the total calculation.
Reach out again if you have any other questions.