Zoho Analytics allows you to share reports, dashboards, and data tables with specific users while maintaining precise control over what they can see and do. Whether you need to give a colleague read-only access to a single chart or grant a team full editing rights over a dataset, the sharing system in Zoho Analytics provides the granularity to accommodate both scenarios.

Who Can Share Views

By default, sharing is restricted to Account Admins, Organisation Admins, and Workspace Admins. Standard users can share views if an admin has explicitly granted them the Share View permission.

How to Share a View

1. Open the view you want to share from the Explorer tab or directly from the report.
2. Select the Share option from the toolbar or the context menu.
3. Enter the email addresses of the users you want to share with, or select users from your contact list.
4. Set the appropriate permissions for each user.
5. Click Share to send the invitation.

Permission Options

Zoho Analytics offers fine-grained permissions that control what a shared user can do with a view:

Read Permissions

• Read Access (standard view-only access)
• Export Data
• View Underlying Data
• Drill Down, Drill Through, and Drill Actions
• Zia Insights

Write Permissions (Data Tables Only)

• Add Row
• Modify Row
• Delete Row
• Delete All

Import Permissions (Data Tables Only)

• Only Append Rows
• Delete All Rows and Add New Rows
• Add or Update Rows
• Add New, Replace Existing and Delete Missing Rows

Collaboration Permissions

• Share View and Child Reports
• Allow Commenting

Row-Level Security

You can apply filter criteria to a shared view so that each user only sees the data rows relevant to them. Filters use SQL WHERE clause syntax and support multiple conditions combined with AND, OR, and NOT operators.

System variables such as System.login.email can be used to automatically apply personalised filters based on the logged-in user's identity, removing the need to create separate views for each individual.

Column-Level Access

For data tables, you can restrict which columns a shared user can view. This is useful when a table contains sensitive fields such as salary information or personal identifiers that should not be visible to all users.

Viewer Role

A Viewer is a restricted user type who can only view reports shared with them. Viewers cannot create new reports or share views with others, regardless of the permissions assigned to individual views.