View Submissions for client

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    Asked on September 02, 2015 at 11:31 AM

    I am looking for a way for clients to view submissions.  I know that I can create the grid report but I am looking to have the upper display box like I see when I view the submissions.  In the grid report you only see the table, not the nicely formatted. Essentially I want a read only copy of the view submissions page.

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    Answered on September 02, 2015 at 02:21 PM

    You can create Sub Account user and allow your Sub Account user to view submissions. Inside of this guide you can find Share Forms with a Sub-Account User

    You can also export data from your submissions into Excel and send Excel report to your clients. 

    Hope this will help. Let us know if you need further assistance.