Tableau Jotform : Envoi de rapport automatique.

  • rossinelli.stephane
    Demandé le 3 octobre 2024 à 09:51

    Bonjour je voudrais pouvoir envoyer les rapports automatiques créés dans Table de manière automatique, toutes les semaines par exemple, est-ce que c'est possible ?

    Bien cordialement

  • Cristy Jotform Support
    Répondu le 3 octobre 2024 à 12:20

    Hi Stéphane,

    Thanks for reaching out to Jotform Support. Our French 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 French, 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, let me look into it and get back to you as soon as I can.

    Thanks for your patience, we appreciate it.


  • Cristy Jotform Support
    Répondu le 3 octobre 2024 à 13:33

    Hi Stéphane,

    Unfortunately, there's no option to automatically send a weekly Excel or CSV report. But, you can signup for Daily Digest service to receive daily emails containing all of your submissions. You can also set the report to be sent weekly or monthly. It's easy to set up. Let me show you how:

    1. In Form Builder, go to Setting on the orange top bar.

    2. Select Emails on the left menu.

    3. Next, click Add Email.

    Tableau Jotform : Envoi de rapport automatique Screenshot 40

    4. Then, select Digest Email.

    Tableau Jotform : Envoi de rapport automatique Screenshot 51

    5. Under Create Digest page, configure the following information:

    a. Set the Subject for the email.

    b. Enter the Recipients of the report.

    c. Select the Interval on getting the report.

    d. If it's weekly, select what day of the week you want to receive the email.

    e. Set what time should the report be generated and sent to you.

    f. Lastly, click on Save once you're done.

    Tableau Jotform : Envoi de rapport automatique Screenshot 62

    That's it. We also have a guide on different ways on How to Set up Digest Emails.

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

  • rossinelli.stephane
    Répondu le 9 octobre 2024 à 03:00

    Ok merci Cristy.