A Shared Report in Zoho Analytics is a specific report that has been distributed to other users with defined access permissions, enabling collaboration on data analysis across teams without granting access to the full workspace.
Use Shared Report when your reporting requirements go beyond what built-in defaults provide. This feature is most valuable for organisations that have moved past basic data viewing and need precise control over how their data is organised, queried, or presented. Teams working with multiple data sources, varied user groups, or complex business logic will find this capability central to their Zoho Analytics setup.
Before configuring Shared Report, ensure that the underlying data tables are clean and consistently structured. Irregular naming conventions, mixed data types in a single column, or missing values can produce unexpected results. For shared environments, coordinate with your Workspace Administrator before making changes that affect reports used by other team members. Testing on a duplicate report before applying changes to production dashboards is a sound practice.
A Shared Report is an individual report that you have given specific users or groups access to, independent of workspace-level access. Recipients can view (and optionally edit) that specific report without being able to access other reports or data in the workspace.
Yes. You can share a report as a public permalink, which allows anyone with the URL to view it without a Zoho login. For controlled external sharing, you can add the recipient as a Zoho Analytics portal user. For embedded sharing, the report can be integrated into an external website.
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