I would like to archive 2023 orders, have updated for 2024 orders and want the 2023 orders not to get mixed in. I have moved all 2023 orders to the trash.
Hi Angela, If you have moved the 2023 orders to the Trash status, these orders will not be included in the Neartail Reports. You can enable the Strict privacy option to permanently delete the orders in the Trash status.
Enable Strict Privacy
You can enable the Privacy option to delete the responses in Abandoned and Trash status permanently. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots next to the Abandoned or Trash status > You can enable or disable the privacy settings. When enabled, the responses in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be automatically hidden when the privacy option is enabled.
Google Sheets
If you have exported the data from Neartail Reports to google sheets, the synced data in google sheets cannot be deleted. If you prefer to have the 2024 orders only, then you can make a copy of the form and use the share link for that form to collect responses. When you export the data from Neartail Reports, only the responses in the copied will be synced to the google sheets.
I’ve already shared the current link, so I won’t be able to copy the firm-but that would have been the way to go. I will try to delete from Trash. thanks
Comments (2)
Aug 5, 2024
Hi Angela, If you have moved the 2023 orders to the Trash status, these orders will not be included in the Neartail Reports. You can enable the Strict privacy option to permanently delete the orders in the Trash status. Enable Strict Privacy You can enable the Privacy option to delete the responses in Abandoned and Trash status permanently. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots next to the Abandoned or Trash status > You can enable or disable the privacy settings. When enabled, the responses in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be automatically hidden when the privacy option is enabled. Google Sheets If you have exported the data from Neartail Reports to google sheets, the synced data in google sheets cannot be deleted. If you prefer to have the 2024 orders only, then you can make a copy of the form and use the share link for that form to collect responses. When you export the data from Neartail Reports, only the responses in the copied will be synced to the google sheets.
Aug 5, 2024
I’ve already shared the current link, so I won’t be able to copy the firm-but that would have been the way to go. I will try to delete from Trash. thanks
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