A client asks to see their form submissions. The solution is usually one of two things: create them a WordPress account, or export the data and email it over.
Both have real downsides. A WordPress login even on a restricted role exposes the dashboard, plugin notices, update alerts, and a dozen things that have nothing to do with their actual request. Non-technical clients end up generating support questions just from being inside an interface they don't need to be in.
Manual exports solve the access problem but create a different one: every time a new submission comes in, you're back to exporting and sending a file. It's not hard, but it's a task that never really ends, and "is this the latest version?" becomes a recurring question on both sides.
There's a cleaner way to handle this that avoids both problems entirely.
Option 1 - A dedicated page the client can bookmark
Instead of WordPress access, give the client a single URL that shows only their submissions, live, with no login required.
The setup, generalized: create a filtered view of the form data scoped to that specific client or form, render it as a table on a normal WordPress page, hide any internal-only fields (IP address, user agent, raw submission IDs - nothing a client needs to see), and publish the page.
Share the URL directly with the client rather than linking it from your site's navigation. The page stays publicly accessible to anyone with the link, so treat the URL itself as the access control.
Option 2 - Sync to a Google Sheet and share it as Viewer
If the client already lives in spreadsheets, skip the custom page entirely and sync submissions directly to a Google Sheet.
The setup: connect a Google account, configure an export that maps form fields to spreadsheet columns, and point it at a specific tab. Every new submission pushes into the sheet automatically from that point forward.
Share the sheet with the client's email and set their permission to Viewer, not Editor - this is the part worth getting right. Viewer access means they can read, sort, and filter the data on their end without any risk of someone accidentally deleting or overwriting a row.
Which one actually fits your situation
Go with the dedicated page when: you want something that looks like part of your site rather than a raw spreadsheet, the client isn't comfortable in Sheets, you need tight control over exactly which fields are visible, or you want built-in search for a high-volume form.
Go with Google Sheets when: the client already works in spreadsheets daily, you want to set it up once and never touch it again, or the client needs to do their own filtering/sorting/sharing without depending on you for anything beyond initial setup.
Nothing stops you from running both at once for the same form - one as the primary client-facing view, the other as an internal backup or reporting source. They operate independently.
What this looks like in practice
Both of these are built into Form Vibes Pro - the page-based view is called a Data Profile, and the spreadsheet sync is a Google Sheets Export Profile. Neither requires touching code or setting up a separate integration tool; both are configured from inside WordPress and connect to forms from any of the major form plugins.
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