Need assistance integrating Google to generate a branded report

  • Hope Loyd
    Asked on July 18, 2025 at 8:52 AM

    I am needing help with integrations of google to create a report that is branded to be emailed to me to create. I set it up but not sure how to create the report that I need. I have a sample mock up of report needed from the assessment.

  • Joeni JotForm Support
    Replied on July 18, 2025 at 9:13 AM

    Hi Hope,

    Thanks for reaching out to Jotform Support. You can easily create a Report and personalize it in alignment with your provided mock-up and brand guidelines. Let me show you how:

    1. Go to your My Workspace dashboard, select your Form, click on the Reports button at the top navigation bar and click on the Add New Report button.
    2. Select the Report Type you want to customize, add an Report Name in the Input box, select the Report Type and click on the Create button.

    Need assistance integrating Google to generate a branded report Image 1 Screenshot 70 To ensure your emails are sent from your branded Google account and maintain a professional appearance, configure Google SMTP as your custom sender email. Let m e show you how:

    1. On your Settings page, in the Sender Emails section, click on the Add Sender Email button.

    Need assistance integrating Google to generate a branded report Image 2 Screenshot 81

    2. In the window that opens, select Google and click on Continue.

    3. In the next window that pops up, connect your Google Account.

    Need assistance integrating Google to generate a branded report Image 3 Screenshot 92

    4. After connecting your account, click on Send Test Email in the Google SMTP Configuration menu to check if it’s set up correctly, then click on Save and that's it.

    Need assistance integrating Google to generate a branded report Image 4 Screenshot 103Now, when setting up your Notification or Autoresponder emails, you'll be able to select your Google account as the sender:

    Need assistance integrating Google to generate a branded report Image 5 Screenshot 114If you change your Google password or permissions for Jotform, this setup will no longer be valid, and you’ll need to click on the Refresh button on your Settings page:

    Need assistance integrating Google to generate a branded report Image 6 Screenshot 125 Once configured, send a test email to confirm the report’s formatting and branding. Make any necessary adjustments to ensure the content and design meet your expectations.

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

    Give it a try and let us know if you need any help.

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