This is a computer generated report based on multiple choice answers you submitted on August 9, 2022. You will understand that these are rapid yet generic answers and their accuracy is not guaranteed! You should rely on your own investigations. Please contact us if you seek more specific advice about our products and solutions.

GFChart solution recommendation

Your use case

GFChart is popular for sales monitoring. Features to consider are:

• Charting vs Time add-on* to monitor sales aggregated by day, week, or month.
• Relative date filtering to automatically filter displayed data to a particular time period, eg last week.
• Payment Status checkbox to filter according to the payment gateway transaction status.
• Additional filtering capability to filter according to other field values. This works particularly well when filtering by drop down fields due to their unique values.

GFChart is great for special projects because you can get up and running very quickly without coding, and you can make chanhges on the fly. There is also no monthly subscription.

Displaying results from multiple form entries is a core GFChart capability.

Calculation Charts allow you to produce basic numeric calculations for reports. These can be displayed as numbers, incorporated into self-designed tables, included in progress bars, or included in DIY Bar Charts*

To display a data trend over time we have 2 powerful options:

• Charting vs Time add-on* which displays the trend aggregated by day / week / month. This is ideal for sales or contact form monitoring where the volume per time interval is sought.
• Trend add-on* which displays every datapoint on a time axis. This is ideal for assessment scenarios for monitoring performance changes over time.

Publication

To automatically produce reports according to a regular schedule use both our Scheduled Notifications* and Image Charts* add-ons to produce and send reports via email. In addition, the reports can be incorporated into a PDF by using Gravity PDF (obtain separately).

Reports can be included in Gravity Forms email notifications using our Image Charts* add-on. In addition, the reports can be incorporated into a PDF by using GravityPDF (obtain separately). Scheduling email notification delivery is enabled by our Scheduled Notifications add-on*.

If you are the only person accessing the report then you can publish the report on the website wherever you need it. Actually it is not necessary for you to publish the report anywhere. You could simply view the report within the GFChart preview screen in the admin side of WordPress.

Public information can be displayed on any public website page using the GFChart WordPress shortcode or block.

Report design and testing

Where several people will be responsible for report design then you may wish to create special new roles within WordPress to ensure that they can access GFChart administration but not other parts of the WordPress admin environment. We recommend the Members plugin for role based access to the admin side of WordPress. Note some solutions hide menu items but do not block access - this might be adequate for your case, but please understand the difference.

Our helpful support team understand GFChart in depth and are available for you if required.

If you do not have a dataset available in a live form then simply create a few form entries to take advantage of GFChart.

*requires GFChart ALL (not GFChart BASIC)