This is a computer generated report based on multiple choice answers you submitted on September 14, 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 where you have an ongoing need because the plugin is periodically updated with new features and to reflect underlying changes in WordPress and Gravity Forms. As your user requirements change the reports can be quickly changed without coding. Existing customers who renew their annual license will enjoy a 10% discount.
Displaying results from multiple form entries is a core GFChart capability.
GFChart is not designed to display text, although we do have a basic Text add-on*. For text based scenarios we highly recommend GravityView (purchase separately). Incidentally, GravityView powers this product finder.
Publication
Displaying reports on demand is a core GFChart capability. When the webpage is refreshed the report calculates with the latest data in your form.
When the webpage is refreshed the GFChart report calculates with the latest data in your form.
If people other than you are accessing the report then you should publish it somewhere easily accessible, subject to any access requirements. It is common for reports to be located on a ../dashboard or ../reports URL. Consider whether high level non-sensitive information can be displayed (eg registrations progress) without the need for password protection. This is great to support a large team in the field who can quickly access that information via their smartphone.
Private information can be displayed on a password protected page. We recommend the Members plugin in such scenarios. Please ensure that any solution aligns with your organisation's data protection and privacy policies.
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.
Your existing dataset in a live form will allow you to very rapidly take advantage of GFChart. Simply install and use.
*requires GFChart ALL (not GFChart BASIC)