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Zoho Analytics

Viewer Permission

Viewer Permission in Zoho Analytics is an access level assigned to a user for a specific workspace, report, or dashboard that allows them to view and inter

Technical Term

Viewer Permission is the most common access level for end users of dashboards. It keeps the analytics environment clean by preventing accidental changes to report configurations while still giving business users full access to the insights they need.

How Viewer Permission Works in Zoho Analytics

Viewer Permission in Zoho Analytics is an access level assigned to a user for a specific workspace, report, or dashboard that allows them to view and interact with the data but not edit the underlying report structure, add data, or modify sharing settings.

When to Use Viewer Permission

Use Viewer Permission when your reporting or data needs go beyond standard defaults. This feature suits organisations working with multiple data sources, varied user groups, or specific business logic. Always confirm with your Workspace Administrator before making changes that affect shared reports used by other teams.

Key Considerations

Ensure underlying tables are clean and consistently structured before configuring Viewer Permission. Test on a duplicate report before applying changes to production dashboards. For high-traffic workspaces, schedule configuration changes during off-peak hours to avoid disrupting active users.

India Example: A logistics company shares its Operations Dashboard with 30 warehouse managers as Viewers. Each manager can see all the charts, apply the location filter, and export their own warehouse data to Excel. They cannot change the chart types or edit the underlying tables.
What is Viewer Permission in Zoho Analytics?

Viewer Permission is the read-only access level in Zoho Analytics. Users with Viewer Permission can open reports and dashboards, apply User Filters, drill down into charts, and export data if allowed, but they cannot change the report design, edit underlying tables, or manage workspace settings.

Can a Viewer in Zoho Analytics export data to Excel or CSV?

Export permissions are configurable separately. A workspace admin can grant or restrict data export rights for viewer-level users. By default, viewers may be able to export visible data, but this can be disabled if the data is sensitive and should not leave the Zoho Analytics environment.

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