Como criar um relatório automático por e-mail

  • Michael_Pfau
    Perguntado em 13 de maio de 2024 às 15:28

    Estou procurando uma forma de criar um relatório automático e completo que seja enviado por e-mail. Vi que tem a opção de resumo por e-mail, mas gostaria de uma forma mais completa

  • Karlo Jotform Support
    Respondido em 13 de maio de 2024 às 17:56

    Hi Michael_Pfau,

    Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese 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 Portuguese, let us know, and we can have them do that. But keep in mind that you'll have to wait until they're available again.

    Now, coming back to your question, yes, you can create a digest email to automatically send you a report in daily, weekly, or monthly repeats. Let me show you how:

    1. In Form Builder, in the orange navigation bar, click on Settings.
    2. Go to Email, click on Add Email, and click on Digest Email.
    3. Create a Digest Email, set your date settings, and click on Next in the bottom right corner of the screen.
    4. When you finalize your Digest Email, click on Create Digest in the bottom right corner of the screen, and click on Create Digest again.

    Como criar um relatório automático por e mail Image 1 Screenshot 30

    Unfortunately, it is not possible to send an email the complete report of your submission data. You have to go to your report builder, copy the link, or send it to your email address.

    1. In Report Builder, on the upper-right corner of the screen, click on Publish.
    2. Click on Copy Link.
    3. Or add your email address to the Invite by Email and send it.

    Como criar um relatório automático por e mail Image 2 Screenshot 41

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better? It would help us to understand what’s happening if you could take a screenshot and send it to us. We have a guide here explaining how to do that.

    Let us know if there’s anything else we can help you with.