How to Share Report With Another User in Zoho Books
In Zoho Books, admins have access to all the reports. Based on the permissions granted for a role, a user’s access to reports might be limited. In such cases, when the user needs access to a report, you can share the report with them.
Scenario: John is the Sales lead in his organization, however he doesn’t have access to the reports module. So, he approaches the admin of his Zoho Books organization to give him access to the Sales by Customer report. Now, using the Share Report option, the admin shares the report with John so that he can view, export, and schedule the report.
Resolution
Prerequisite: Only Admins and the users with the Share permission in their role can share the report with other users.
To share a report with another user:
- Go to Reports in the left sidebar.
- Select the report you want to share with another user.
- Click the Share icon at the top right corner.
- Select the user with whom you want to share the report and the level of access they can have.
- Click Share.
