How to View and Manage Workspaces in Zoho Analytics

Viewing and Managing Workspaces in Zoho Analytics

The Zoho Analytics home page gives you a central view of every workspace you own or have been granted access to. This guide covers the key options for organising and managing your workspaces and the views within them.

Accessing Your Workspaces

The home page has two primary tabs: Workspaces and Dashboards. Within the Workspaces tab:

  • Owned - Lists every workspace you created.
  • Shared - Shows workspaces others have shared with you. Each card displays the owner's name.
Note: If shared workspaces are missing from the list, check whether you have filtered to a specific organisation. Switch to All Organisations to see everything available to you.

Workspace Management Actions

Click the More Actions menu on any workspace card to access the following options. Most require Account Administrator privileges.

Rename

Select Rename Workspace, update the name and description, then save.

Duplicate

Choose Duplicate Workspace and select one of two options: With Data copies all tables, reports, and dashboards; With Data Source also includes connection details and DataPrep transformations. Note that scheduled import intervals are not copied, and the Data Source option is unavailable for business application connectors.

Set as Default

Select Mark as Default Workspace so that workspace opens automatically each time you log in to Zoho Analytics.

Backup

Schedule periodic backups (daily, weekly, or monthly) and download them via a provided URL. The three most recent backup versions are retained. Reports and dashboards are not included in backups.

Delete

Select Delete from the More Actions menu and confirm the prompt. This action is permanent and cannot be undone.

Favourite

Click the star icon next to a workspace name to bookmark it as a favourite. Favourites sync across web and mobile platforms.

Working with Folders

Within the Workspace Explorer, you can organise views into folders to keep large workspaces tidy.

  • Click New Folder, enter a name and description, and choose a parent folder or the root level.
  • Move views between folders by selecting view checkboxes and using the Move to Folder dropdown.
  • Promote subfolders to parent-level or reorganise the folder hierarchy as your workspace grows.

Tagging Views

Tags let you apply flexible, cross-folder labels to views. Open any view, click the Tags icon, and type to search for an existing tag or create a new one with a custom colour. Multiple tags can be applied to a single view, and tags can be applied to multiple views simultaneously from the Explorer.

Recovering Deleted Views

Deleted views are retained in the Trash section for 45 days. Select the view in Trash and click Restore to recover it. Parent tables and their columns are restored at the same time.

Viewer Mode

Enable Viewer Mode from the workspace menu bar for a streamlined interface optimised for viewing and interacting with reports and dashboards, with editing controls hidden from view. Organisation administrators can control whether this option is available to users.

Need help? 1 Cloud Consultants can help you structure your Zoho Analytics workspaces, set up user access controls, and ensure your reporting environment scales with your business. Book a discovery call with 1 Cloud Consultants.