Fine-grained Sharing Permissions in Zoho Reports

As you may know, you can share the reports and tables with your colleagues & contacts in Zoho Reports, your effective online reporting & business intelligence service. And this makes collaboration a lot easier. Zoho Reports now provides fine-grained permission options while sharing. When you share a report or a table, you now have the choice to specify what can be done with the table/report by the user to whom its shared. Let's illustrate this with an example.

The following example consists of US GDP data (in actual and chained year 2000 dollars) over the years. For sharing the chart, click on Share -> Share this View to New Users.

In the dialog box that opens, give the email addresses of those you want to share the report with.

Now comes the exciting part. In the Permissions tab, you can specify what the shared users can do with the report you share with them. Whether they can Export the report's data and whether they can view the underlying data etc.

Similarly, there are permission options when sharing a table too. Like you can specify whether a table's data can be exported or modified (appending or modifying rows etc).

Supposing you want to share a number of tables/reports, you can do so from the Share option in the Explorer view. Check the Tables and Reports that you want to share, click on Share -> Share this View to New Users and choose the appropriate permission options.

Whether the sharing notification email is to be sent can be specified too.

Also, such fine-grained permissions can be provided when sharing with the Database Group. You can define a Database Group consisting of a set of email addresses. This feature comes in handy when sharing reports & tables to the same set of users (than sharing to the individual email addresses each time).

Try the new fine-grained sharing permission options in Zoho Reports & do let us know your feedback.

Related Links

Fine-grained Sharing Permissions in Zoho Reports

Post Comment