{"id":4342,"date":"2026-05-29T21:44:34","date_gmt":"2026-05-29T21:44:34","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4342"},"modified":"2026-05-29T21:44:34","modified_gmt":"2026-05-29T21:44:34","slug":"shared-view-zoho-analytics","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/shared-view-zoho-analytics\/","title":{"rendered":"Shared View"},"content":{"rendered":"<style>\n.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}\n.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}\n.gt-section{margin:0 0 36px}.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}\n.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}.gt-example-box strong{color:#2563EB}\n.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}\n.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}\n.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}\n.gt-type-badge{display:inline-block;background:#0A1628;color:#fff;font-size:.75rem;padding:3px 10px;border-radius:20px;margin:0 0 24px;font-family:'DM Mono',monospace}\n<\/style>\n<div class=\"gt-body\">\n<span class=\"gt-type-badge\">Technical Term<\/span><\/p>\n<div class=\"gt-def\">Sharing in Zoho Analytics is granular. You can share an entire workspace, a specific report, or a dashboard. For each share, you define whether the recipient can only view, can add comments, or can edit the report structure.<\/div>\n<div class=\"gt-section\">\n<h2>How Shared View Works in Zoho Analytics<\/h2>\n<p>A Shared View in Zoho Analytics is a saved version of a report or dashboard shared with specific users or groups, with configurable permissions controlling whether recipients can view only or also edit the underlying data and structure.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>When to Use Shared View<\/h2>\n<p>Use Shared View 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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Key Considerations for Shared View<\/h2>\n<p>Before configuring Shared View, 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.<\/p>\n<\/div>\n<div class=\"gt-example-box\"><strong>India Example:<\/strong> A CFO shares a &#8216;Cash Flow Dashboard&#8217; as a Shared View with the accounts team in read-only mode and with the Finance Director in read-write mode so she can update the budget targets column directly.<\/div>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/workspace-administrator-zoho-analytics\/\" class=\"gt-related-pill sp-content-link\">Workspace Administrator<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/viewer-permission-zoho-analytics\/\" class=\"gt-related-pill sp-content-link\">Viewer Permission<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/embedded-report-zoho-analytics\/\" class=\"gt-related-pill sp-content-link\">Embedded Report<\/a>\n<\/div>\n<div class=\"gt-faq-item\"><strong>What is a Shared View in Zoho Analytics?<\/strong><\/p>\n<p>A Shared View is a report or dashboard that has been shared with specific Zoho Analytics users, portal users, or external viewers. The owner configures access levels, such as View Only or Read-Write, and recipients access the view within their own Zoho Analytics account or via a shared link.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Can I share a view in Zoho Analytics with users outside my organisation?<\/strong><\/p>\n<p>Yes. Zoho Analytics supports sharing via public permalinks for open access, email-based sharing for specific external users added as viewers, and embedded sharing for integrating reports in external web pages or portals. Each method has different access control options.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A Shared View in Zoho Analytics is a saved version of a report or dashboard shared with specific users or groups, with configurable permissions controlling<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Shared View | Zoho Analytics Glossary","seo_description":"A Shared View in Zoho Analytics is a saved version of a report or dashboard shared with specific users or groups, with configurable permissions controlling","seo_keyword":"shared view zoho analytics","seo_faqs":"[{\"q\": \"What is a Shared View in Zoho Analytics?\", \"a\": \"A Shared View is a report or dashboard that has been shared with specific Zoho Analytics users, portal users, or external viewers. 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