I need to be able to pull specific data from WP Tables and combine certain things.
Here's what happens. My client is an Insurance Agency that has Field Representatives. At 9pm, those field agents submit a Gravity Forms submission. The data from that submission then goes into a wpData Table.
At 6am, I need the report builder to build a report about the specific activities for that user for the entire week (starting Monday). For example, at 6AM on Wednesday, I need the report builder to build a report for everything dated from Monday & Tuesday's data. But if it's on Saturday, I need the WP Report to build for every day of the week (Monday, Tuesday, Wednesday, Thursday, & Friday).
Not only that, I need the report to identify what users have NOT submitted data for any one specific day so that the Agency manager can identify who isn't working or who isn't following processes.
Does WPTable and WPReport Builder have a webhook or an option to allow Zapier's scheduler to run the report.
Additionally, I would like to be able to embed the most current form of the report into a webpage so I don't have to send the report out unless the person requests a copy.
"Here's what happens. My client is an Insurance Agency that has Field Representatives. At 9pm, those field agents submit a Gravity Forms submission. The data from that submission then goes into a wpData Table."
- Are you using Gravity Forms integration for wpDataTables to achieve this?
"At 6am, I need the report builder to build a report about the specific activities for that user for the entire week (starting Monday). For example, at 6AM on Wednesday, I need the report builder to build a report for everything dated from Monday & Tuesday's data. But if it's on Saturday, I need the WP Report to build for every day of the week (Monday, Tuesday, Wednesday, Thursday, & Friday)."
- Do you have fresh wpDataTable every week or you are using one table? Do you want to have one report with all the data or to have .zip file with reports for each agent?
"Not only that, I need the report to identify what users have NOT submitted data for any one specific day so that the Agency manager can identify who isn't working or who isn't following processes.
Does WPTable and WPReport Builder have a webhook or an option to allow Zapier's scheduler to run the report."
- Probably for something like that you'll need some custom coding because it is not possible with out of the box features.
"Additionally, I would like to be able to embed the most current form of the report into a webpage so I don't have to send the report out unless the person requests a copy."
- I didn't understand this quite well. Can you please describe your question in more details?
I need to be able to pull specific data from WP Tables and combine certain things.
Here's what happens. My client is an Insurance Agency that has Field Representatives. At 9pm, those field agents submit a Gravity Forms submission. The data from that submission then goes into a wpData Table.
At 6am, I need the report builder to build a report about the specific activities for that user for the entire week (starting Monday). For example, at 6AM on Wednesday, I need the report builder to build a report for everything dated from Monday & Tuesday's data. But if it's on Saturday, I need the WP Report to build for every day of the week (Monday, Tuesday, Wednesday, Thursday, & Friday).
Not only that, I need the report to identify what users have NOT submitted data for any one specific day so that the Agency manager can identify who isn't working or who isn't following processes.
Does WPTable and WPReport Builder have a webhook or an option to allow Zapier's scheduler to run the report.
Additionally, I would like to be able to embed the most current form of the report into a webpage so I don't have to send the report out unless the person requests a copy.
Hi CreativeFourCo,
Thank you for the purchase.
"Here's what happens. My client is an Insurance Agency that has Field Representatives. At 9pm, those field agents submit a Gravity Forms submission. The data from that submission then goes into a wpData Table."
- Are you using Gravity Forms integration for wpDataTables to achieve this?
"At 6am, I need the report builder to build a report about the specific activities for that user for the entire week (starting Monday). For example, at 6AM on Wednesday, I need the report builder to build a report for everything dated from Monday & Tuesday's data. But if it's on Saturday, I need the WP Report to build for every day of the week (Monday, Tuesday, Wednesday, Thursday, & Friday)."
- Do you have fresh wpDataTable every week or you are using one table? Do you want to have one report with all the data or to have .zip file with reports for each agent?
"Not only that, I need the report to identify what users have NOT submitted data for any one specific day so that the Agency manager can identify who isn't working or who isn't following processes.
Does WPTable and WPReport Builder have a webhook or an option to allow Zapier's scheduler to run the report."
- Probably for something like that you'll need some custom coding because it is not possible with out of the box features.
"Additionally, I would like to be able to embed the most current form of the report into a webpage so I don't have to send the report out unless the person requests a copy."
- I didn't understand this quite well. Can you please describe your question in more details?