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BizCloud® Network | July 29, 2014

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Multi-level Sharing Option in Zoho Reports

Multi-level Sharing Option in Zoho Reports


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!




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