One of the huge benefits that a SAAS BI solution like
Zoho Reports brings to a business team is the power of online collaboration. Reports
and data (tables) can be shared easily and collaborated upon. Zoho
Reports has offered from day one, a good many
fine-grained sharing options. And in the recent update, we have enhanced these sharing
options one step further by bringing in multi-level sharing
permissions.
When
you share a report to another user (by clicking on
Share
->
Share this View to New Users), you now have the option to specify
if the shared user in turn can share that report to other users. And when a
table is shared using this option, the shared user can in turn share
not just the table but also the reports that he/she created over that
table (child reports) to other users too.
Here’s a typical scenario where the multi-level sharing comes into play. The Sales Head of your organization shares the Sales data with his Divisional Managers. A Divisional Manager can make reports specific to her division and share it with her Sales Representatives. The below screenshot explains this scenario – ‘Sales’ table being shared to Fatima (fatimay@zillum), who’s the West region’s head. Fatima in turn makes a couple of reports for her division’s (West) reps Nathan (nbrooks@zillum) and Manish (manishp@zillum).
The Administrator of the account
(the Sales Head in the above case)
gets to see the whole sharing hierarchy of who’s created what & who’s shared with whom and has got full controls over Edit/Delete permissions of views.
Hope you like this multiple-level sharing option. Try it in
Zoho Reports and your comments and feedback are most welcome!
