sharing and collaboration in zoho reports

Sharing in Zoho Reports

Title

Sharing in Zoho Reports

Private SharingGroup SharingMultiple Database OwnersEditing Shared Details Making a View/Reporting Database Public

Zoho Reports Public Databases Listing

Sharing of Dashboards

Private Sharing

Sharing of reports & dashboards with one or more persons' email addresses. The shared users need to login to Zoho Reports to access the shared reports/dashboards

Step 1: Log in and choose the reports to shareStep 2: Specify the email addressesStep 3: Specify user permissionsStep 4: Send the sharing invitation mailStep 5: Accessing the shared reports

Step 1: Log in and choose the report to shareStep 2: Click on 'Share' and choose the'Share this View to New Users' option

Step 3: Specify the email addresses for sharing. Click on 'Next'

Step 4: Choose the permissions to be granted. Customize

the email message to be sent for sharing. Click on 'Share'

Step 5: Accessing the Shared Report(s)

The shared user logs into his/her account and

clicks 'Shared to Me' tab. It lists the reporting

database shared to the user

Clicking on the database brings up

only the shared reports alone

Group Sharing

Repeated sharing of reports/tables made easier by creating a 'Database Group'. This group is created at the Database level (each database can have one Database Group)The Database Group members need to login for accessing the reports

Step 1: Create a Database GroupStep 2: Share reports to a Database Group

Step 1: Creating a Database Group [1/3]◉ Click on 'Share' -> 'Add/Edit

Database Group'

Step 1: Creating a Database Group [2/3]

◉ List the email addresses to be added to the Database Group. Click 'Next'

Step 1: Creating a Database Group [3/3]

◉ Customize email invite. Click 'Add'

Step 2: Share reports with Database Group [1/2]Choose the tables/reports to be

shared. Click on 'Share Views to Database Group'

Step 2: Share reports to a Database Group [2/2]Set 'Permissions' and customize invite email. Click

'Share'. All DB Group members can now access views shared

Multiple Database Owners

Step 1: In 'Explorer' tree view, click 'Add/Edit Database Owner'Step 2: Specify Database Owners to be added, customize invite email and click 'Add'

Such a role allows a user to do all operations as the administrator (owner of the account), except renaming & deletion

of the database

Step 1: Add/Edit Database Owner

Step 2: Specify Database Owners, customize the

invite email & click 'Add' button

Editing Shared Details

Both private sharing and Database Group details can be edited.

Making View(s) Public

Views can be made public from either of the 'Share' menus - in the particular report or from the 'Explorer' view

Clicking on 'Make Public' makes the view accessible by anyone from a public URL

without login

You can choose to list the reporting database in 'Zoho Reports Public

Databases' page

If chosen, it'll be listed in Zoho Reports''Public Reporting Databases' page

Note: The reporting databases which get listed in this page are crawlable by search

engines

Sharing of Dashboards

Like Reports/Tables, Dashboards can be shared to private users, to Database Group and can also be published

http://reports.zoho.com

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