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Sharing and Collaboration in Zoho Reports
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Transcript of Sharing and Collaboration in Zoho Reports
![Page 1: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/1.jpg)
Sharing in Zoho Reports
![Page 2: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/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
![Page 3: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/3.jpg)
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
![Page 4: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/4.jpg)
Step 1: Log in and choose the report to shareStep 2: Click on 'Share' and choose the'Share this View to New Users' option
![Page 5: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/5.jpg)
Step 3: Specify the email addresses for sharing. Click on 'Next'
![Page 6: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/6.jpg)
Step 4: Choose the permissions to be granted. Customize
the email message to be sent for sharing. Click on 'Share'
![Page 7: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/7.jpg)
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.fdocuments.us/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
![Page 9: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/9.jpg)
Step 1: Creating a Database Group [1/3]◉ Click on 'Share' -> 'Add/Edit
Database Group'
![Page 10: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/10.jpg)
Step 1: Creating a Database Group [2/3]
◉ List the email addresses to be added to the Database Group. Click 'Next'
![Page 11: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/11.jpg)
Step 1: Creating a Database Group [3/3]
◉ Customize email invite. Click 'Add'
![Page 12: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/12.jpg)
Step 2: Share reports with Database Group [1/2]Choose the tables/reports to be
shared. Click on 'Share Views to Database Group'
![Page 13: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/13.jpg)
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
![Page 14: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/14.jpg)
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
![Page 15: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/15.jpg)
Step 1: Add/Edit Database Owner
![Page 16: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/16.jpg)
Step 2: Specify Database Owners, customize the
invite email & click 'Add' button
![Page 17: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/17.jpg)
Editing Shared Details
Both private sharing and Database Group details can be edited.
![Page 18: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/18.jpg)
Making View(s) Public
Views can be made public from either of the 'Share' menus - in the particular report or from the 'Explorer' view
![Page 19: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/19.jpg)
Clicking on 'Make Public' makes the view accessible by anyone from a public URL
without login
![Page 20: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/20.jpg)
You can choose to list the reporting database in 'Zoho Reports Public
Databases' page
![Page 21: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/21.jpg)
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
![Page 22: Sharing and Collaboration in Zoho Reports](https://reader035.fdocuments.us/reader035/viewer/2022081518/5482ac70b4af9f820d8b4834/html5/thumbnails/22.jpg)
Sharing of Dashboards
Like Reports/Tables, Dashboards can be shared to private users, to Database Group and can also be published