How do I share my report with others?

  • chayanithi
    Asked on September 4, 2024 at 9:53 PM

    how can report been share with my management team. if my staff already complete the form?

  • Raymond JotForm Support
    Replied on September 5, 2024 at 12:48 AM

    Hi Gifsy,

    Thanks for reaching out to Jotform Support. Depending on the report that you've created, it's possible to share them with others with a link. If you have created a Visual Report, we can share it using a link. Let me show you how:

    1. In Report Builder, click on the Publish tab on the top right corner of the page.
      How do I share my report with others? Image 1 Screenshot 50
    2. Next, click on Settings.
      How do I share my report with others? Image 2 Screenshot 61
    3. Then, select Public Report and Go back.
      How do I share my report with others? Image 3 Screenshot 72
    4. Now, click on Copy Link and share it with others. If you prefer to set your report as Private, you must invite others by using the Invite By Email section.
      How do I share my report with others? Image 4 Screenshot 83

    Note that this would require them to have a Jotform account. We also have a guide on How to Share Your Visual Report that you can check out.

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

  • chayanithi
    Replied on September 5, 2024 at 4:05 AM

    I need this report to share with my team.

  • Vincenzo JotForm Support
    Replied on September 5, 2024 at 4:25 AM

    Hi Gifsy,

    To share your Report with your team, you can follow my colleague Raymond indication, or you can also set the access to Company Access, so only those who will have a company domain email will be able to access the form after logging in on Jotform. Doing that is easy, let me show you how:

    1. In Report Builder, click on the Publish button in the top right corner of the page.
    2. Next, click on the Settings button.
    3. Then, select Company Access option and set the domain of your company.
    4. Finally, go back click on Copy Link and share the URL with your Team. How do I share my report with others? Image 1 Screenshot 20

    Give it a try and reach out again if you have any other questions.

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