Hey there, Awesome Customers!
Just a heads up: We'll be taking a breather to celebrate International Workers' Day (May 1st and 2nd - Wednesday and Thursday) and Orthodox Easter from Good Friday (May 3rd) through Easter Monday (May 6th). So, from May 1st to May 6th, our team will be off enjoying some well-deserved downtime.
During this time, our customer support will be running on a smaller crew, but don't worry! We'll still be around to help with any urgent matters, though it might take us a bit longer than usual to get back to you.
We'll be back in action at full throttle on May 7th (Tuesday), ready to tackle your questions and requests with gusto!
In the meantime, you can explore our documentation for Amelia and wpDataTables. You'll find loads of helpful resources, including articles and handy video tutorials on YouTube (Amelia's YouTube Channel and wpDataTables' YouTube Channel). These gems might just have the answers you're looking for while we're kicking back.
Thanks a bunch for your understanding and support!
Catch you on the flip side!
Warm regards,
TMS
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?