How to curtail who has access to reports.

Can I Restrict Reports in Zoho to Selected Users?


Yes. You can restrict the reports only to certain selected users, roles, or groups. You can do so by creating a Report Folder and giving access to the users, roles, or groups. Follow the steps given below to create a report folder with restricted access:

  1. Click the Reports tab.

  2. In the Reports home page, click Create Report Folder.

  3. In the Create Report Folder page, do the following:

    • Enter the Folder Name.

    • Enter the Folder Description.

    • Under Accessibility Details, choose any of the following, as required.

    • All Users are allowed to view this Report Folder: Select if you want to make the folder public.

    • Show this Report Folder only to me: Select if you would like to enable the folder access only to you.

    • Allow the following users to view this Report Folder: Select the users or user roles that can access the folder.

  1. Click Save.

   

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