How Can Clients View Submission Data Without a Jotform Subscription?

Hello,

I'm starting a small business and a key part of my sales includes checkbox forms for employees. I understand that we can set up email so that specific stakeholders will receive a daily email when they're employees complete and submit the checkbox list form. But what then? Here are my specific questions:

• Is there a way for my clients to see a database or collection of these emails over time, vs. just saving them all in an email folder? I can see them in the Table view, but my clients won't want to pay for a Jotform subscription. Would I just have to download something for them?
  
  
• Can I create a report for them (not Form Builder that hasn't been helpful to me) that consolidates all received data during a specific range of dates (i.e. every 30 days) that I can sort so that for example if they're filling out a checklist of closing tasks that also includes a text field for them to note any issues, can I run a report maybe labeled "Closers" that consolidates the results of all closing form over a month, lists all closers, each on one line, and then provides selected field data for that one closer so management can see patterns based on who closes? So if I was a closer one line of the Closers report might read something like the below (this helps mgmt see recurring issues with tasks and/or employees.

  Closer Closing Dates Reported Issues

  Stacey Altieri

  May 1 None

  May 3 Ran out of cups couldn't restock

  May 5 Hot water wasn't working couldn't mop

  May 8 Had to leave early couldn't finish closing

  May 9 No issues

  
  

  Jotform Joe May 2 No issues

  May 4 No issues

  May 6 No cups to restock

  
  

  Thanks. I've watched several videos about and played around with Reports and Analytics, and they are all too basic for what I want.

  thanks for any help!

  Stace

Hi Stacey,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Jotform offers several report types that can help you consolidate and analyze form submissions over specific date ranges without requiring your clients to have a subscription. You can create automated reports in Jotform Tables that update as new submissions come in.

Here’s how to create and customize reports for your needs:

1. Go to My Forms and select your form.
2. Open Reports at the top, then select Add New Report.
3. Choose a report type such as Visual Report, Excel Report, HTML Table Listing, or Grid Listing. Visual Reports allow graphical data representation, while Excel and HTML reports let you consolidate and sort data as needed.
4. Customize your report by selecting fields, date ranges, and sorting options to display data like closers, closing dates, and reported issues.
5. Create and share the report link with your clients so they can view the data without needing a Jotform subscription.

This setup will let you generate detailed, sortable reports like the "Closers" report you described, helping management track patterns and issues efficiently.

Give it a try and let us know how it goes.

Hi Stacey,

Thanks for reaching out to Jotform Support. I'll need a bit of time to look into this. I'll get back to you as soon as I can.

Thanks for your patience, we appreciate it.

Hi Stacey,

You can easily share your Jotform Tables with others using the Share button so they won't need any account or any Jotform subscription to access the read-only submission table. Let me show you how:

1. On the Jotform Tables page, click on the Share button on the top-right side of the page.

2. Click on Share Settings and set your Table’s privacy options.

3. Now, click on Go Back in the top-right corner of the panel and use the Generated Link by clicking Copy Link to share with your clients.

You can now share your submission table with your clients as read-only, without requiring them to have a Jotform subscription or account. Also, to avoid confusion, I answered your other question in a new thread. You can go ahead and check that out here.

Reach out again if you have any other questions.