Reports | Sharing Reports - Zoho Forms

Sharing Reports

You can share your reports in the following ways:

  • As a public link
  • With specific users in your organization
  • With all the users in your organization
  • Embed options

Sharing Report as a public link

You can share a link to your form's report with the public audience to let them view the data collected using a form.

To share a report publicly,

  1. In the report, navigate to the Share tab.
  2. Copy the Report Permalink (URL) under Share With > Public and share it with your audience.
You can also directly post the link on social media using the social media quick links. 

Share Publicly

Note: If the public URL of a report is disabled, the report will no longer be accessible through the link shared via any medium (direct link, social media sharing, email campaigns), or any embed codes used in the web pages.

Sharing Report with users in your organization

Unlike public sharing, you can protect your privacy and share the data collected within a closed group in your organization. When you share a report privately, only the users who are a part of your Zoho Forms organization can view your reports when they are logged in to their Zoho Forms account. You can also choose to give them either Read Only access or Read/Write access to edit records .

Sharing Report with Specific Users

  1. In the report, navigate to the Share tab.
  2. Click Specific Users under Share With.
  3. Enter the email address of users with whom you would like to share the report.
  4. You can choose to give them either Read Only access or Read/Write access to edit records
    If you wish to give shared users the permission to merge Zoho Writer documents, choose the Read/Write/Merge option. 

    The table below lists the permissions that users with Read Only , Read/Write , Read/Write/Merge can have:

    Read Only
       View the document
       Read/Write 
    View, Edit, Print, Export the document
       Read/Write/Merge
    View, Edit, Print, Export, Merge the document

    Note: If you choose to give a user Merge permission, each time the user merges documents, the form owner's credits will be deducted. You can view the users who have initiated Document Merge in the Report Entries under Mail Merge Status column.
  5. To notify the users via email, select the Notify Users option. You can modify the default email message.

    Share Privately

Sharing Report with All Users

  1. In the report, navigate to the Share tab.
  2. Click All Users under Share With.
  3. You can also choose to give them either  Read Only  access or Read/Write  access to edit recordsIf you wish to give shared users the permission to merge Zoho Writer documents, choose the  Read/Write/Merge option. 

    The table below lists the permissions that user with Read OnlyRead/WriteRead/Write/Merge  can have:

    Read Only
    View the document
    Read/Write  View, Edit, Print, Export the document
    Read/Write/Merge View, Edit, Print, Export, Merge the document

    Note: If you choose to give a user  Merge permission, each time the user merges documents, the form owner's credits will be deducted. You can view the users who have initiated Document Merge in the Report Entries under  Mail Merge Status  column.
  4. To notify users via email, select the Notify Users option, and enter their email addresses. You can modify the default email message.

Embed options

You can embed the report on your website using the following embedding options:

  • iframe: Use the code provided to embed the report as an iframe on your web page.
  • HTML button: Use the HTML/CSS code provided to embed the report as a button on a web page.
  • Hyperlink: Use the code provided to embed the report as a hyperlink on your webpage. The report will open in a pop-up window when the link is clicked.

    Embed options

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