Bulk Submission Report

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2 comments

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    GoCanvas Community Manager

    Hey Nancy,

    Thanks for stopping by the Community to make this post! It sounds like you may benefit greatly from our free Excel plugin called Business Insights. This plugin allow users to control the layout of their Excel spreadsheet when downloading submissions across time, users, and versions. 

    You can learn more about Business Insights in this Help Center article: https://help.gocanvas.com/hc/en-us/articles/115006593267-How-to-use-Business-Insights

    And you can download the plugin here: https://www.gocanvas.com/res/uploads/canvas_business_insights_installer.exe

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    Keith McQuait

    Not trying to sell anyone anything. As suggested by Lauren, maybe business insights will get you what you need/want. It's been so long, I don't remember the reason anymore but Business Insights was never a useable option for me.

    You could also consider Zapier integrations into other 3rd party options like Airtable. You could setup a grouped Airtable view that tallies the weekly totals by user automatically. Then setup a different view used as a trigger or triggers to send that same tallied information elsewhere at weeks end to excel or something else. This sort of stuff requires an Airtable account and time to figure out. It also burns a lot of Zapiers tasks and requires at a minimum a Professional plan or maybe even an Enterprise level account depending on your usage. Like I said, not trying to sell anyone anything, just suggesting that maybe there are some other 3rd party options out there that work with GoCanvas that may be worth exploring.

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