How to share form results with a client?

  • vismediagroup
    Asked on September 27, 2017 at 1:08 PM

    Is it possible for me to give some access to see the form results from a form I created in JotForm?  I created a form for one of my clients and they would like to have access to see the results whenever they need to.

  • Sabbir
    Replied on September 27, 2017 at 1:14 PM

    If you have the account access from which you have created the form and made the submissions/results, then you can already view them from there.

    Refer to this image:

    How to share form results with a client? Image 1 Screenshot 20

    After selecting a form, click the Submissions button on top. Then you will be taken to the page where you can see all your results/submissions.

    I think this is what you are looking for. If you still need any further assistance, please let us know.

  • vismediagroup
    Replied on September 27, 2017 at 5:06 PM

    Sabbir

    Thanks for your response.  However, I need to be able to give my client access to see those submissions and stats without them being able to see all my forms in my account.  Is there a way to do that?

  • Mike
    Replied on September 27, 2017 at 5:24 PM

    You may consider the following options:

    1) Share a password protected submissions page with your client.

    How to Share Form's Submissions Page

    2) Share a form access in a sub-user mode.

    How to Share Forms with a Sub-Account User

    3) Use reporting options. For example, there are grid and html table reports available.

    How to Create an HTML Table Listing Report

    How to Create a Grid Listing Report

  • vismediagroup
    Replied on September 28, 2017 at 2:34 AM

    Very helpful!  Thank you, Mike!