sharing and collaboration in zoho reports
DESCRIPTION
Zoho Reports offers a very easy and effective way to collaborate with your colleagues and friends. Any user to whom you share your data, reports and dashboards can access them online live from any where, any time. You can also create groups for easier sharing and collaboration.TRANSCRIPT
![Page 1: Sharing and Collaboration in Zoho Reports](https://reader035.vdocuments.mx/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/1.jpg)
Sharing in Zoho Reports
![Page 2: Sharing and Collaboration in Zoho Reports](https://reader035.vdocuments.mx/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/2.jpg)
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
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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
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Step 1: Log in and choose the report to shareStep 2: Click on 'Share' and choose the'Share this View to New Users' option
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Step 3: Specify the email addresses for sharing. Click on 'Next'
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Step 4: Choose the permissions to be granted. Customize
the email message to be sent for sharing. Click on 'Share'
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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
![Page 8: Sharing and Collaboration in Zoho Reports](https://reader035.vdocuments.mx/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/8.jpg)
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
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Step 1: Creating a Database Group [1/3]◉ Click on 'Share' -> 'Add/Edit
Database Group'
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Step 1: Creating a Database Group [2/3]
◉ List the email addresses to be added to the Database Group. Click 'Next'
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Step 1: Creating a Database Group [3/3]
◉ Customize email invite. Click 'Add'
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Step 2: Share reports with Database Group [1/2]Choose the tables/reports to be
shared. Click on 'Share Views to Database Group'
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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
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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
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Step 1: Add/Edit Database Owner
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Step 2: Specify Database Owners, customize the
invite email & click 'Add' button
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Editing Shared Details
Both private sharing and Database Group details can be edited.
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Making View(s) Public
Views can be made public from either of the 'Share' menus - in the particular report or from the 'Explorer' view
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Clicking on 'Make Public' makes the view accessible by anyone from a public URL
without login
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You can choose to list the reporting database in 'Zoho Reports Public
Databases' page
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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
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Sharing of Dashboards
Like Reports/Tables, Dashboards can be shared to private users, to Database Group and can also be published