Entry Reports in Everest Forms allow you to automatically receive email summaries of your form submissions. This helps you track performance without logging into your dashboard.
Follow the steps below to set it up.
Step 1: Go to Entry Reports Settings #
- Go to your WordPress Dashboard
- Navigate to Everest Forms → Settings → Advanced → Entry Reports & Summaries
Step 2: Enable Entry Reports #
Enable the Entries Statistics Reporting option.
This will activate automatic email reporting for your form entries.
Step 3: Choose Report Frequency #
Select how often you want to receive reports:
- Daily – Get reports every day
- Weekly – Get reports once a week
- Monthly – Get reports once a month
Step 4: (Optional) Select Day to Send #
If you choose Weekly, you will see the Day To Send option.
Select the day when you want to receive the report.
Step 5: Set Email Recipient #
In the Email To field:
- Enter your email address
- Or use
{admin_email}to send it to the site admin
Step 6: Customize Email Subject #
Set a subject line for your report email so you can easily identify it.
Example:
Everest Forms – Entries Summary Report
Step 7: Select Forms to Include #
In Report Form Lists, choose the forms you want to include in the report.
Only selected forms will be included in the summary.
Step 8: Send a Test Report #
Enter your email in the Send Test Report field and click Send Test Email.
This helps you preview how the report will look.
Step 9: Save Changes #
Click Save Changes to apply your settings.
