Report Downloads: External users prompted to sign in instead of entering password

Hello,

I have a report that a client accesses on a quarterly basis. They are not linked to my Jotform account and have been able to go to the report link, input the password, and download the report. It appears this no longer works, as the page for the report now shows an option to sign into a Jotform account. Previously, the link would open a page that says Enter Password to Access Submissions.

Is there a way for someone to download reports if they do not have a Jotform account?

Thank you,

Chuck Reiter

Hi Chuck,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Regarding your question, it appears that Jotform has a privacy setting that may require users to sign in to view or download uploaded files or reports. Previously, your clients could access the report via a password-protected link without needing a Jotform account. However, if the report page now requires signing into a Jotform account, it might be due to a recent change in your account's privacy settings.

There is a setting in your Jotform account under Security called Require Log-in to View Uploaded Files. If this option is enabled, users must log in to download files or reports. You can disable this setting to allow anyone with the link and password to access and download the report without needing a Jotform account.

To disable the login requirement for viewing or downloading files:

1. Go to your Workspace page and click on your Profile Picture/Avatar at the top-right.
2. Open Settings from the menu.
3. Navigate to the Security tab on the left side.
4. Verify your identity by sending and entering the verification code.
5. Uncheck the box next to "Require Log-in to View Uploaded Files" under the Privacy section.

After this, your clients should be able to access the report with just the password without needing to sign into a Jotform account.

Note: If your account uses HIPAA-friendly forms, this setting cannot be disabled, and login will always be required to access files.

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

Hi Chuck,

When I created an Excel report, everything worked as it should, and it did not require me to create a Jotform account. Take a look at the screencast below:

Can you create another Excel report and try it again?

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

I am having the same issue as Chuck. We have an enterprise level account and are now having issues with non-Jotform account holders being prompted to login to a Jotform account instead of being directed to the file download. I have colleagues who access Excel reports that download automatically who are complaining about no longer being able to access them with the links that have been working for years. I was able to replicate this by creating a new Excel download report and then attempting to open it in incognito. I was presented with the usual Jotform login and not the password protection field that we were used to seeing. Please advise.

Hi Brian,

Thanks for reaching out to Jotform Support. I'm passing this along to our Next Level support to advise with this issue. They will get back to you as soon as they can!

In the meantime, here are a couple troubleshoot steps you can try:

1. Open the specific Report in the Enterprise admin’s account and check its share settings (who can access it and whether login is required).
2. Adjust the access level so external clients are allowed to view it without logging in (for example, by switching from a restricted/collaborative mode to a public or link-based access mode, if your Enterprise security policy permits that).

Give these a try and let us know how it goes! Next Level support should also be following up as soon as they can.

Lauren,

The Excel report provides only an export of the desired input fields that are used on the form itself and offer no other means of manipulation that is available via the Report Builder. The only options I have as far as sharing are whether or not to put a password on it to see the view that Kris posted earlier in this thread. What we are seeing is users encountering the login to Jotform itself which previously was not required to download a simple report. I cannot make access to our data public via the Security tab, that is out of the question. Neither of the suggested troubleshooting options are viable for my use case. Thanks.

Hi Brian,

Our Developers are focused on getting this resolved for you. Thanks for your patience while they work on it. We’ll keep you posted about any updates we get.