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I really would like to use this, but I need to know how to set it up better for me to use. Currently I download the form into Excel and need to edit it to be useful. Is there any way we could get some help to modify/customize the way the report is being saved?

Ryan Zach

Jun 18, 2024

Comments (1)

Vipin

Jun 18, 2024

Hi Ryan, you cannot change the format of the data exported to Google Sheets; this is a standard setup. There are two options to export data to Google Sheets. Sync responses to Google Sheets Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the gear icon next to the form title. Form settings will be displayed. Click Advanced. Click Launch to open Google Forms. In Google Forms, click Responses and click on the spreadsheet icon to sync responses to Google Sheets. All the fields in the form are included as columns and each row is a response. Export order line items data from Neartail Reports If you used the Neartail templates to create your order form, then you can sync the data to google sheets. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > click on the Export button in the bottom right corner. When you sync the Neartail reports to Google Sheets, we create three sheets. (1) Order summary: This includes the customer contact details, amount and other fields in the form. (2) Order lineitems: This includes the order lineitems data. You can use the pivot table option on this sheet to create the aggregate reports you need. (3) Order details: This includes the quantity ordered for the products in each order. Each product will be added as a column. For products with variants, each variant will be a separate column. Neartail Reports Instead of exporting the data to Google Sheets, you can use the pre-built reports such as sales by product, pick and pack up list, sales by customer etc. You can print these as pdf reports.

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