How to Share Specific Zoho Reports Tables with Users

How to Share Specific Zoho Reports Tables with Users

You can share some specific tables to specific users with some fine grained permissions like ( Import and Write ). Please follow the below mentioned steps to do so. 

1. Open the database in your Zoho Reports account. 
2. In the Explorer view, select required tables. 
3. Click Share > Share Views to New Users ( toolbar menu option ).
4. Enter the Zoho Reports account e-mail address of the shared users. 
5. Click Next. 
6. In Permissions tab, select required permission level. 
7. Click Next and Finish.
    • Related Articles

    • Can all Admin users share documents in Zoho Docs?

      In Zoho Docs, the user cannot share the documents that are created by other users, even if the user is in admin role. The share feature will work only for the documents that are created by the same user.  However the Admin user (who did not create ...
    • What does 'share data with peers' mean?

      The option 'Share Data with Peers' is to share the data across users of the same role.
    • Is it possible to restrict users editing reports in Zoho CRM?

      Yes. You can restrict Edit and Create access for reports in Zoho CRM based on profiles: Please click the settings icon on top right --> Setup --> Security and control --> Profiles --> Click on a profile --> Next to "Reports" ensure that "Manage" is ...
    • Zoho Reports license costs (Sept 2017) and app 'Connectors'

      As of September 2017 Zoho have removed the connector concepts recently. Now, users can subscribe for Zoho Reports and connect with any number of services they want. Please check the plans in the following help link: ...
    • How can I synchronize the Zoho CRM-Reports data instantly?

      Follow the below steps to synchronize the Zoho CRM-Reports data instantly when needed: Login to your Zoho Reports account. Open the Zoho CRM Analytics reporting database. In the Explorer tab, click the Zoho CRM button. The Data Sources tab will open, ...