{"id":4367,"date":"2026-05-29T21:44:59","date_gmt":"2026-05-29T21:44:59","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4367"},"modified":"2026-05-29T21:44:59","modified_gmt":"2026-05-29T21:44:59","slug":"shared-report-zoho-analytics","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/shared-report-zoho-analytics\/","title":{"rendered":"Shared Report"},"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 individual reports rather than the whole workspace is the recommended approach for external stakeholders. It gives them exactly the information they need without exposing underlying tables or sensitive data from the workspace.<\/div>\n<div class=\"gt-section\">\n<h2>How Shared Report Works in Zoho Analytics<\/h2>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>When to Use Shared Report<\/h2>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Key Considerations for Shared Report<\/h2>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-example-box\"><strong>India Example:<\/strong> A consultant at an analytics firm shares a single Monthly Performance Report with their client&#8217;s CEO. The CEO receives view-only access to that report via email invite. The consultant&#8217;s workspace tables, other reports, and raw data remain invisible to the client.<\/div>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/shared-view-zoho-analytics\/\" class=\"gt-related-pill sp-content-link\">Shared View<\/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\/public-permalink-zoho-analytics\/\" class=\"gt-related-pill sp-content-link\">Public Permalink<\/a>\n<\/div>\n<div class=\"gt-faq-item\"><strong>What is a Shared Report in Zoho Analytics?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Can I share a Zoho Analytics report with someone who does not have a Zoho account?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A Shared Report in Zoho Analytics is a specific report that has been distributed to other users with defined access permissions, enabling collaboration on<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Shared Report | Zoho Analytics Glossary","seo_description":"A Shared Report in Zoho Analytics is a specific report that has been distributed to other users with defined access permissions, enabling collaboration on","seo_keyword":"shared report zoho analytics","seo_faqs":"[{\"q\": \"What is a Shared Report in Zoho Analytics?\", \"a\": \"A Shared Report is an individual report that you have given specific users or groups access to, independent of workspace-level access. 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