One of the huge benefits that a SAAS BI solution like Zoho Reports brings to a business team is the power of online collaboration. Reports and data (tables) can be shared easily and collaborated upon. Zoho Reports has offered from day one, a good many fine-grained sharing options. And in the recent update, we have enhanced these sharing options one step further by bringing in multi-level sharing permissions.

When you share a report to another user (by clicking on Share -> Share this View to New Users), you now have the option to specify if the shared user in turn can share that report to other users. And when a table is shared using this option, the shared user can in turn share not just the table but also the reports that he/she created over that
table (child reports) to other users too.

Here’s a typical scenario where the multi-level sharing comes into play. The Sales Head of your organization shares the Sales data with his Divisional Managers. A Divisional Manager can make reports specific to her division and share it with her Sales Representatives. The below screenshot explains this scenario – ‘Sales’ table being shared to Fatima (fatimay@zillum), who’s the West region’s head. Fatima in turn makes a couple of reports for her division’s (West) reps Nathan (nbrooks@zillum) and Manish (manishp@zillum).

The Administrator of the account (the Sales Head in the above case) gets to see the whole sharing hierarchy of who’s created what & who’s shared with whom and has got full controls over Edit/Delete permissions of views.

Hope you like this multiple-level sharing option. Try it in Zoho Reports and your comments and feedback are most welcome!

  1. onenote

    Zoho report is great tool just now i tried. It’s easy to use and UI is nice. Thank you for zoho report.
    Onenote expert

  2. onenote

    Zoho report is great tool just now i tried. It’s easy to use and UI is nice. Thank you for zoho report.
    Onenote expert